The Munchi Portal lets you manage corporate clients who pay by invoice rather than settling at the time of purchase. Once a company is set up, your staff can select it at the POS and charge the order directly to that account — streamlining the billing process for your business customers.
Invoice companies are corporate accounts linked to businesses or organizations that pay for orders via invoice instead of paying by card or cash at the time of purchase. This is commonly used for catering clients, office accounts, and other recurring business customers.
Add a new company
Use this workflow to register a new corporate client in the Portal so they can be billed by invoice.
Navigate to Companies
In the Portal, go to Customers → Companies in the left-hand navigation.
Select your business
Use the company filters at the top of the page to select the business you want to associate the new company with.
Click + Add Company
Click the + Add Company button to open the company creation form.
Enter company information
Fill in the required details for the corporate client — such as company name, billing address, and any other mandatory fields shown in the form.
Save the company
Click Create Company to save the new invoice account. The company will now be available as a billing option at your POS.
Export a company invoicing report
Download a report of all invoice transactions for a specific period to use for billing, reconciliation, or record-keeping.
Open the History view
On the Companies page, click the History icon to access the invoicing history for your companies.
Select the timeframe
Choose the time period you want the report to cover using the period selector.
Download the report
Click Download Report to export the invoicing data to your computer.
Use invoice as a payment method at the POS
Once a company is set up, your staff can charge orders directly to that company’s invoice account during checkout.
Select the invoice company
At the POS, select the invoice company the order should be charged to.
Add items to the order
Build the order as usual by adding the relevant items.
Proceed to checkout
When the order is ready, proceed to the checkout screen.
Select Invoice as the payment method
On the payment screen, choose Invoice as the payment method. The order total will be charged to the company’s account instead of collected on the spot.
