documentation/point_of_sale/shop/invoice.rst

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======================================
How to invoice from the POS interface?
======================================
Register an order
=================
On the **Dashboard**, you can see your points of sales, click on **New
session**:
.. image:: media/invoice01.png
:align: center
You are on the ``main`` point of sales view :
.. image:: media/invoice02.png
:align: center
On the right you can see the list of your products with the categories
on the top. Switch categories by clicking on it.
If you click on a product, it will be added in your cart. You can
directly set the correct **Quantity/Weight** by typing it on the keyboard.
Add a customer
==============
By selecting in the customer list
---------------------------------
On the main view, click on **Customer** (above **Payment**):
.. image:: media/invoice03.png
:align: center
You must set a customer in order to be able to issue an invoice.
.. image:: media/invoice04.png
:align: center
You can search in the list of your customers or create new ones by
clicking on the icon.
.. image:: media/invoice05.png
:align: center
.. note::
For more explanation about adding a new customer. Please read the
document :doc:`../advanced/register`.
By using a barcode for customer
-------------------------------
On the main view, click on **Customer** (above **Payment**):
.. image:: media/invoice03.png
:align: center
Select a customer and click on the pencil to edit.
.. image:: media/invoice09.png
:align: center
Set a the barcode for customer by scanning it.
.. image:: media/invoice10.png
:align: center
Save modifications and now when you scan the customer's barcode, he is assigned
to the order
.. note::
Be careful with the **Barcode Nomenclature**. By default, customers' barcodes
have to begin with 042. To check the default barcode nomenclature, go to
:menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
.. image:: media/invoice11.png
:align: center
Payment and invoicing
=====================
Once the cart is processed, click on **Payment**. You can choose the
customer payment method. In this example, the customer owes you ``10.84 €``
and pays with by a ``VISA``.
Before clicking on **Validate**, you have to click on **Invoice** in order to
create an invoice from this order.
.. image:: media/invoice06.png
:align: center
Your invoice is printed and you can continue to make orders.
Retrieve invoices of a specific customer
========================================
2015-11-18 16:49:35 +07:00
To retrieve the customer's invoices, go to the **Sale** application, click
on :menuselection:`Sales --> Customers`.
On the customer information view, click on the **Invoiced** button :
.. image:: media/invoice07.png
:align: center
You will get the list all his invoices. Click on the invoice to get the
details.
.. image:: media/invoice08.png
:align: center
.. seealso::
* :doc:`cash_control`
* :doc:`../advanced/register`
* :doc:`refund`
* :doc:`seasonal_discount`