Get Started With Toast Invoicing

With Toast Invoicing, you can easily create and send professional invoices directly to your guests, offering them the convenience of secure online payments. Seamlessly integrated with your entire Toast setup, this highly requested feature empowers you to effortlessly manage catering orders, private dining rentals, wholesale transactions, and more. It's an easy and powerful tool ideal for bakeries, cafes, clubs and bars, caterers, event venues, fast-casual/quick-service restaurants, pizza parlors, and wholesalers.

In this Article:

Create an Invoice
- Create Invoicing Deposits
Toast Invoicing FAQs
Additional Resources

Create an Invoice

Follow the steps in this Support Center article: Send an Invoice to Your Guests.

Notes:

For TDS (Toast Delivery Service) customers, Delivery (via TDS) will NOT show in Toast Invoicing and is not an applicable dining option.
Toast recommends that you create a Generic Tips Server or Tips Pooling group employee in Toast Web prior, which you will assign to invoices (rather than assigning tips to a specific employee).
If you do NOT check Allow customer to add a tip on the invoice, guests can only add a tip to the related invoice order via cash or re-swiping their card on the POS.
When you add your first deposit to an invoice, you will need to configure an alternate payment option before the Require a deposit payment option is available.

Create Invoicing Deposits

Use this Support Center article for reference:
Once the guest has paid the deposit, this will be automatically reflected on the individual invoice, inside Toast Web.

Toast Invoicing FAQs

How does reporting work with Toast Invoicing?

With the Toast Invoicing feature, you can send your guests an invoice for catering orders or private events. Learn more about how to send an invoice in this Support Center article:

When do Invoicing-related Sales show up on my reports?

As invoicing orders are usually scheduled in advance and may often have deposits associated, funds received will show differently on the Sales Summary report based on the following flow and criteria:

1. Invoice sent to Guest: no associated reports.
2. Guest remits Invoice payment: On the date the guest completes payment, a Paid in Total and Credit Card Payment item will be reported.
  - Note: Sales are ONLY reported on the fulfillment date, i.e., the scheduled date for the related invoice order.
3. Date of Fulfillment: The day the order or invoice is fulfilled/completed, sales, tax, and tips will appear in the Sales Summary report under Net Sales, Tax Amount, and Tips.
  - Note: Payment will only show on the fulfillment day if the invoice is paid and fulfilled on the same day.

How do my employees receive invoice-related tips?

Due to Toast Invoicing’s seamless integration with Toast, you can accept tips directly on invoices and distribute them via Toast Payroll. There are no additional steps needed to retain and distribute tips added to invoices.

Note: Toast Payroll is not available for customers outside of the U.S at this time.

How can I see invoice orders on my POS?

You will see invoice-related orders on your POS if the fulfillment date of the invoice is within that same week. If an invoice fulfillment date is greater than the current week, the order will NOT show on the POS but will be accessible in Toast Web

How can I remove an invoice deposit from the total check on the POS?

If you want to give guests the option to pay the remainder of the invoice on the fulfillment date, you should create a Deferred Event Deposit Other Payment Option, which will allow prepaid deposits to be subtracted from the check total on the POS. Once you have created this in Toast Web, select Save and Publish, and a new Deferred Event Deposit payment button will become available on the POS, which can then be used to subtract the deposit from the total when a guest is settling the invoice on premises.

For detailed setup instructions for the creation of Deferred Event payment options for Invoicing, please see:

How do refunds and voids work with Toast Invoicing?

Toast Invoicing utilizes the same Toast refund workflows currently in place. For more information on how customers issue refunds, please see

How to know what menu, menu groups, items, modifier groups, and modifiers show on Toast Invoicing?

Visibility flags are now visible for Toast Invoicing customers within Menu Builder and Legacy Menus to make it clear to customers that all menus show in invoicing.

How can I add a Tax Identification Number?

Some countries have a requirement to display a Tax Identification Number (e.g., companies' registered VAT number) on an invoice. This can be added by navigating to Payments > Customer Invoicing > Settings > Branding > Tax Identification Number (Display).
Customers in the U.K & Ireland will see their customized tax rates (e.g., First-Rate VAT, Second-Rate VAT) added to a customer invoice and receipt.

How can I escalate Toast Invoicing issues for further support?

For Toast Invoicing-related issues or questions, please