diff --git a/content/applications/finance/accounting/get_started/cheat_sheet.rst b/content/applications/finance/accounting/get_started/cheat_sheet.rst index 19a9e0a5f..ac3e01aaf 100644 --- a/content/applications/finance/accounting/get_started/cheat_sheet.rst +++ b/content/applications/finance/accounting/get_started/cheat_sheet.rst @@ -129,6 +129,8 @@ Example .. placeholder +.. _cheat_sheet/journals: + Journal entries =============== diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 205046fef..255f6ca5a 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -51,14 +51,19 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Set customers ============= -You can create and set customers from an :ref:`open POS session `. Registering -your customer is necessary to :doc:`collect their loyalty points and grant them rewards +Registering your customer is necessary to :doc:`collect their loyalty points and grant them rewards `, automatically apply the :doc:`attributed pricelist `, or :ref:`generate and print an invoice `. -To access the list of customers, click :guilabel:`Customer` on the POS interface. Then, select a -customer or create a new one by clicking :guilabel:`Create`, completing the form, and saving. +You can create customers from an :ref:`open POS session ` by clicking +:menuselection:`Customer --> Create`, and filling in the contact information. You can also create +customers from the backend by going to :menuselection:`Point of Sale --> Orders --> Customers` and +clicking :guilabel:`New`. Then, fill in the information and save. + +To set a customer during an order, access the list of customers by clicking :guilabel:`Customer` on +the POS interface. You can also set a customer at the payment screen by clicking +:guilabel:`Customer`. .. _pos/customer-notes: diff --git a/content/applications/sales/point_of_sale/receipts_invoices.rst b/content/applications/sales/point_of_sale/receipts_invoices.rst index a588bbe15..16612fc8a 100644 --- a/content/applications/sales/point_of_sale/receipts_invoices.rst +++ b/content/applications/sales/point_of_sale/receipts_invoices.rst @@ -39,41 +39,38 @@ select the corresponding order and click :guilabel:`Print Receipt`. Invoices ======== -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 -:menuselection:`Point of Sale --> New session --> Open session`. Then, click :guilabel:`Customer` to -access the list of **customers**. - -.. image:: receipts_invoices/select-customer-ui.png - :alt: customer selection and creation button - -From there, you can either set an existing customer by clicking their name or create a new one by -clicking :guilabel:`Create`. Doing so opens a customer creation form to fill in with their -information. Click :guilabel:`Save` to validate and set this new customer. +Point of Sale allows you to issue and print invoices for :ref:`registered customers ` +upon payment and retrieve all past invoiced orders. .. note:: - - You can also **edit** a customer's information by clicking :guilabel:`Details`. - - If you did not set your customer during the order, you can do so at the payment screen by - clicking :guilabel:`Customer`. + An invoice created in a POS creates an entry into the corresponding :ref:`accounting journal + `, previously :ref:`set up `. + +.. _receipts_invoices/invoice_configuration: + +Configuration +------------- + +To define what journals will be used for a specific POS, go to the :ref:`POS' settings +` and scroll down to the accounting section. Then, you can determine the +accounting journals used by default for orders and invoices in the :guilabel:`Default Journals` +section. + +.. image:: receipts_invoices/invoice-config.png + :alt: accounting section in the POS settings Invoice a customer ------------------ -Once an order is done, click :guilabel:`Payment` to move to the **payment screen**. Click -:guilabel:`Invoice` underneath the customer's name to enable issuing and printing invoices upon -payment. - -.. image:: receipts_invoices/invoice-button.png - :alt: button to generate an invoice in POS +Upon processing a payment, click :guilabel:`Invoice` underneath the customer's name to issue an +invoice for that order. Select the payment method and click :guilabel:`Validate`. The **invoice** is automatically issued and ready to be downloaded and/or printed. +.. note:: + To be able to issue an invoice, a :ref:`customer ` must be selected. + Retrieve invoices ----------------- diff --git a/content/applications/sales/point_of_sale/receipts_invoices/invoice-button.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice-button.png deleted file mode 100644 index 323305a45..000000000 Binary files a/content/applications/sales/point_of_sale/receipts_invoices/invoice-button.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/receipts_invoices/invoice-config.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice-config.png new file mode 100644 index 000000000..dcd2f6cff Binary files /dev/null and b/content/applications/sales/point_of_sale/receipts_invoices/invoice-config.png differ