You will prepare an invoice only after you have shipped or delivered the product or service to the customer. 1  Start by identifying the customer. 2  Include previous document numbers related to this sale, including any purchase order or sales agreement or estimate. 3  Identify the items sold and delivered.
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1 Auto Settlement: if your terminal is set to automatically settle, it will automatically settle transactions in the current batch at a specific, predetermined time, within a 24-hour period. 2  When configured, auto settlement begins any time after the set time occurs if there are transactions in the batch.t the end of every successful batch settlement, a settlement report automatically prints from your terminal. To change your settlement option, call the Help Desk at 1.888.886.8869. Follow the call menu promptings for Technical Assistance.