Invoice issuance¶
In Point of Sale, you can issue and print invoices upon payment at the cash register or retrieve all the past invoiced orders.
Set a customer¶
First, you need to open a session and set your customer. Open the POS interface by going to . Then, click Customer to access the list of customers.
From there, you can either set an existing customer by clicking their name or create a new one by clicking Create. Doing so opens a customer creation form to fill in with their information. Click Save to validate and set this new customer.
Note
You can also edit a customer’s information by clicking Details.
If you did not set your customer during the order, you can do so at the payment screen by clicking Customer.
Invoice a customer¶
Once an order is done, click Payment to move to the payment screen. Click Invoice underneath the customer’s name to enable issuing and printing invoices upon payment.
Select the payment method and click Validate. The invoice is automatically issued and ready to be downloaded and/or printed.
See also
Retrieve invoices¶
To retrieve invoices from the POS dashboard,
access all orders made through your POS by going to ;
to access an order’s invoice, open the order form by selecting the order, then click Invoice.
Note
Invoiced orders can be identified by the Invoiced status in the Status column;
You can filter the list of orders to invoiced orders by clicking Filters and Invoiced.