---
title: "Conversion to invoice"
description: "This article walks through the process of transferring a started POS sale to an invoice, including selecting a customer and completing the order."
url: https://support.sapera.io/en/articles/372-conversion-to-invoice
collection: "POS (quickguides)"
updated: 2026-06-11
language: en
alternates: [da]
---

# Conversion to invoice

This article walks through the process of transferring a started POS sale to an invoice, including selecting a customer and completing the order.

If a customer wants to receive an invoice instead of a regular POS receipt, or if the sale is to be paid by credit, the transaction can be converted directly from the POS to an invoice order.

### Preparing the sale

Before the sale can be transferred, the contents and the recipient must be defined in the POS:

1.  **Register items:** Scan or enter the items the customer wants to buy so they appear on the sales list.
    
2.  **Select customer:** An invoice requires that a specific recipient is associated. Click **Select customer** in the blue function panel and search for the existing customer, or create a new one via **Create customer**.
    

![](https://staticfiles.gleap.io/gattachments/YtgVq5d93tt7TdcIVzZhaWSiz2bsPjTISZcj4Unm8ncI4c7doB0yQq6NotfKdFbfylr4PH5B5wC.png)

### Transfer to invoice

Once items and customer are in place, the transaction is moved away from the POS and into the invoice flow:

1.  Click the button **More...** in the top right of the menu bar.
    
2.  Select the item **Transfer to invoice** in the menu that unfolds.
    

![](https://staticfiles.gleap.io/gattachments/I2pzkdxOnrHtVszGdDU2IBofobcj5x04pLz4e3z2YeW2j0LY236xB0E11RLN1j5meUF4ooXckdR.png)

### Creation and completion

A new window opens, where the invoice details can be reviewed and edited (e.g. delivery address, requisition number or payment terms).

![](https://staticfiles.gleap.io/gattachments/XGha1mKogGEkN34EbsNw4cd8IYGnXRNJEAglxaB6BbGj3AT8DFmcRds3pTk7RGD2N38E53bjzpp.png)

When the information is correct, the creation is completed by selecting one of the following actions (depending on setup and needs):

-   **Save invoice without posting:** Creates the invoice as a draft/order that can be worked on further later.
    
-   **Complete sale / Post:** Creates and finalizes the invoice immediately.
    

### Post-processing

When the creation is completed, the order will no longer be in the POS. It can then be found and managed under the module **Invoices**.

Read more about handling invoices in this article:

[

Invoices

This article explains what invoices and credit notes are, and how you create them in Sapera

](https://support.sapera.io/en/articles/72-fakturaer.md)