diff --git a/point_of_sale/shop/invoice.rst b/point_of_sale/shop/invoice.rst index e8deffff1..425c5119e 100644 --- a/point_of_sale/shop/invoice.rst +++ b/point_of_sale/shop/invoice.rst @@ -1,3 +1,84 @@ ====================================== How to invoice from the POS interface? -====================================== \ No newline at end of file +====================================== + +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 +============== + +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`. + +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 +======================================== + +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` diff --git a/point_of_sale/shop/media/invoice01.png b/point_of_sale/shop/media/invoice01.png new file mode 100644 index 000000000..a7206abfe Binary files /dev/null and b/point_of_sale/shop/media/invoice01.png differ diff --git a/point_of_sale/shop/media/invoice02.png b/point_of_sale/shop/media/invoice02.png new file mode 100644 index 000000000..b9d8774bf Binary files /dev/null and b/point_of_sale/shop/media/invoice02.png differ diff --git a/point_of_sale/shop/media/invoice03.png b/point_of_sale/shop/media/invoice03.png new file mode 100644 index 000000000..2a1a0523b Binary files /dev/null and b/point_of_sale/shop/media/invoice03.png differ diff --git a/point_of_sale/shop/media/invoice04.png b/point_of_sale/shop/media/invoice04.png new file mode 100644 index 000000000..a25cf4f9f Binary files /dev/null and b/point_of_sale/shop/media/invoice04.png differ diff --git a/point_of_sale/shop/media/invoice05.png b/point_of_sale/shop/media/invoice05.png new file mode 100644 index 000000000..edc5fbd94 Binary files /dev/null and b/point_of_sale/shop/media/invoice05.png differ diff --git a/point_of_sale/shop/media/invoice06.png b/point_of_sale/shop/media/invoice06.png new file mode 100644 index 000000000..d5d2dc149 Binary files /dev/null and b/point_of_sale/shop/media/invoice06.png differ diff --git a/point_of_sale/shop/media/invoice07.png b/point_of_sale/shop/media/invoice07.png new file mode 100644 index 000000000..9e4708e2a Binary files /dev/null and b/point_of_sale/shop/media/invoice07.png differ diff --git a/point_of_sale/shop/media/invoice08.png b/point_of_sale/shop/media/invoice08.png new file mode 100644 index 000000000..4830a8b0a Binary files /dev/null and b/point_of_sale/shop/media/invoice08.png differ