Getting Started with Podium Invoice


Overview

The Podium Invoice feature allows you to send invoices to your customers via text or email as an alternative to processing a payment immediately to complete a sale in POS. The customer will receive an invoice with a link to pay directly through the Podium website. This integration allows you to then load the paid invoice back into POS to complete the sale through Edge. 

NOTE:  This feature is ONLY for Edge versions 23.2.8 or higher.

enlightenedYou must be a Podium customer to use this feature. Existing Podium customers must also sign up for this feature directly with Podium. Please see the Signing Up section below for more information on signing up for the Podium Invoice feature.  

Signing Up

Podium Invoice is a licensed-based Edge integration requiring an initial sign-up through Podium. They will alert our Administrative team about your subscription who will then issue you a new Edge license via email. The newly issued license must be installed prior to using this feature in Edge.  Installation steps are included with your license.  

Follow the link below to speak with a Podium representative about activating this feature:

Request Podium Integration with The Edge

 

Updated on Mon, 22 Jan 2024 by Angela Chiaravalle

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