Invoicing is part of The Counter in Windward System Five. System Five includes 14 documented capabilities here — all 14 in the standard set. Trades that lean on it include RV Dealers, Powersports Sales Service & Rental, Auto & Truck Parts Sales & Service.
These 14 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
Bill what ships today, back order the rest
Available quantities can be blocked and moved to a new invoice so the customer is billed and paid for what is going out today, while the shortfall stays on the original work order as a back order.
Turn a quote into a real order
Estimates hold no stock and post nothing to the ledger, and can later be converted to a work order, layaway or final invoice. Items marked for deletion in inventory since the quote was written are flagged on conversion.
Handle every kind of counter transaction
One document type covers cash, charge, estimate, work order, layaway, back order, service, transfer, paid-out, received-on-account, finance payment and both directions of RMA, each with its own posting behaviour.
Reprint a failed invoice batch safely
Selects invoices for batch printing by date range and type, filtered to all, printed only or not-printed only, with a starting invoice number so a failed batch can be resumed part way, and named printed batches that can be re-reported.
Show a summary, keep the detail
An order can be split into titled layers with a summary layer that prints only the layer names and values, while the full component detail stays stored against the invoice. Lines are moved between layers by block or right-click.
See the margin before closing the sale
Double-clicking the invoice total shows the profitability of the transaction while it is still open.
Pull up any invoice by any filter
Reports invoices by type, sub-type, department, category, date or creation date and customer, with profit analysis, invoice-line detail, credit-invoices-only, tax-exempt-only, PO number and hide-zero-total options, plus customer state and country filters and salesperson ownership rules.
Group invoices printed together for checking
Sub-types further categorise transactions for reporting and can drive which printed form is used. First print stamps a date and time, so invoices printed together form a reportable batch.
Let customers pay off goods over time
Layaway invoices flag stock for a customer and accept partial payments; the stock is not relieved from inventory until the balance is paid and the invoice is converted.
Turn finished work orders into invoices
Lists work orders, layaways and back-order invoices that have not been completed and so have not yet created receivables, with item detail, expected delivery date and margin, then converts the checked work orders to A/R invoices in bulk, printing invoices and shipping labels from the multi-invoice print setup.
Park a sale and finish it elsewhere
A non-tendered sale is suspended to an Invoice Parking Lot, a parking slip prints automatically, and the sale can be recalled at another till or by another user — by barcode where the slip printer supports it.
Prove the customer signed for it
From the Invoice Report, selected invoices can be printed with their last captured signature through Acrobat, or exported to PDF into a configured directory with a file named for the invoice number, either just the signature capture or all invoices.
Ring a fast cash sale without details
A sale is opened by clerk and invoice type, such as C cash sale, A accounts receivable or W work order, with a default type configurable. Quick Cash records a simple sale with no customer details attached.
Hold stock and take money upfront
Work orders act as works in progress: stock is committed immediately, part payments can be taken against them, and they convert to a charge or cash sale on pickup.
Yes. Layaway invoices flag stock for a customer and accept partial payments; the stock is not relieved from inventory until the balance is paid and the invoice is converted. This is optional in System Five.
Yes. Estimates hold no stock and post nothing to the ledger, and can later be converted to a work order, layaway or final invoice. Items marked for deletion in inventory since the quote was written are flagged on conversion. This is optional in System Five.
Yes. Double-clicking the invoice total shows the profitability of the transaction while it is still open. This is optional in System Five.
Yes. Lists work orders, layaways and back-order invoices that have not been completed and so have not yet created receivables, with item detail, expected delivery date and margin, then converts the checked work orders to A/R invoices in bulk, printing invoices and shipping labels from the multi-invoice print setup. This is optional in System Five.
Yes. A non-tendered sale is suspended to an Invoice Parking Lot, a parking slip prints automatically, and the sale can be recalled at another till or by another user — by barcode where the slip printer supports it. This is optional in System Five.
Yes. From the Invoice Report, selected invoices can be printed with their last captured signature through Acrobat, or exported to PDF into a configured directory with a file named for the invoice number, either just the signature capture or all invoices. This is optional in System Five.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.