- Open Gimme Field
- On the Schedule screen, tap on the delivery visit or search for the delivery POS to create a visit
- Make any product quantity/price changes as necessary
- Tap Checkout
- Select/Deselect the emails you would like to send the invoice to
- Red = this email address WILL receive a signed invoice after completing the visit
- Gray = this email address will NOT receive a signed invoice after completing the visit
- New email address can be added by tapping + Add New Email
- If the driver is collecting a payment follow these steps, if not, skip to step 7
- Select Payment Type
- Enter payment amount
- Tap Additional Invoices to apply payment (this will update in VMS)
- Customer signs the order in the empty space at the bottom of the screen
- Option to clear the signature if necessary
- Tap Confirm to complete the delivery visit.