diff --git a/content/applications/sales/point_of_sale/shop/invoice.rst b/content/applications/sales/point_of_sale/shop/invoice.rst index 75e1732af..84a810147 100644 --- a/content/applications/sales/point_of_sale/shop/invoice.rst +++ b/content/applications/sales/point_of_sale/shop/invoice.rst @@ -1,60 +1,63 @@ -============================== -Invoice from the PoS interface -============================== +================ +Invoice issuance +================ -Some of your customers might request an invoice when buying from your -Point of Sale, you can easily manage it directly from the PoS interface. +In Point of Sale, you can issue and print invoices upon payment at the cash register or retrieve all +the past invoiced orders. -Activate invoicing +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:: invoice/select-customer-ui.png + :align: center + :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. + +.. 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`. + +Invoice a customer ================== -Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` -and select your Point of Sale: +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:: invoice/invoice01.png - :align: center +.. image:: invoice/invoice-button.png + :align: center + :alt: button to generate an invoice in POS -Under the *Bills & Receipts* you will see the invoicing option, tick -it. Don't forget to choose in which journal the invoices should be -created. +Select the payment method and click :guilabel:`Validate`. The **invoice** is automatically issued +and ready to be downloaded and/or printed. -.. image:: invoice/invoice02.png - :align: center - -Select a customer -================= - -From your session interface, use the customer button - -.. image:: invoice/invoice03.png - :align: center - -You can then either select an existing customer and set it as your -customer or create a new one by using this button. - -.. image:: invoice/invoice04.png - :align: center - -You will be invited to fill out the customer form with its information. - -Invoice your customer -===================== - -From the payment screen, you now have an invoice option, use the button -to select it and validate. - -.. image:: invoice/invoice05.png - :align: center - -You can then print the invoice and move on to your next order. +.. seealso:: + - :doc:`../overview/getting_started` Retrieve invoices ----------------- -Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top right corner) -you will find all your orders in :menuselection:`Point of Sale --> -Orders --> Orders` and under the status tab you will see which ones have -been invoiced. When clicking on a order you can then access the invoice. +To retrieve invoices from the **POS dashboard**, -.. image:: invoice/invoice06.png - :align: center +#. access all orders made through your POS by going to :menuselection:`Point of Sale --> Orders --> + Orders`; +#. to access an order's invoice, open the **order form** by selecting the order, then click + :guilabel:`Invoice`. + +.. image:: invoice/invoice-smart-button.png + :align: center + :alt: invoice smart button from an order form + +.. note:: + - **Invoiced orders** can be identified by the :guilabel:`Invoiced` status in the + :guilabel:`Status` column; + - You can filter the list of orders to invoiced orders by clicking :guilabel:`Filters` and + :guilabel:`Invoiced`. diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice-button.png b/content/applications/sales/point_of_sale/shop/invoice/invoice-button.png new file mode 100644 index 000000000..323305a45 Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/invoice/invoice-button.png differ diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice-smart-button.png b/content/applications/sales/point_of_sale/shop/invoice/invoice-smart-button.png new file mode 100644 index 000000000..8136ceb28 Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/invoice/invoice-smart-button.png differ diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice01.png b/content/applications/sales/point_of_sale/shop/invoice/invoice01.png deleted file mode 100644 index 47ba89fc6..000000000 Binary files a/content/applications/sales/point_of_sale/shop/invoice/invoice01.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice02.png b/content/applications/sales/point_of_sale/shop/invoice/invoice02.png deleted file mode 100644 index e01c5865e..000000000 Binary files a/content/applications/sales/point_of_sale/shop/invoice/invoice02.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice03.png b/content/applications/sales/point_of_sale/shop/invoice/invoice03.png deleted file mode 100644 index 1a0a42630..000000000 Binary files a/content/applications/sales/point_of_sale/shop/invoice/invoice03.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice04.png b/content/applications/sales/point_of_sale/shop/invoice/invoice04.png deleted file mode 100644 index bd7e3bce4..000000000 Binary files a/content/applications/sales/point_of_sale/shop/invoice/invoice04.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice05.png b/content/applications/sales/point_of_sale/shop/invoice/invoice05.png deleted file mode 100644 index 6dbf0af55..000000000 Binary files a/content/applications/sales/point_of_sale/shop/invoice/invoice05.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice06.png b/content/applications/sales/point_of_sale/shop/invoice/invoice06.png deleted file mode 100644 index f37f9ccd9..000000000 Binary files a/content/applications/sales/point_of_sale/shop/invoice/invoice06.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/invoice/select-customer-ui.png b/content/applications/sales/point_of_sale/shop/invoice/select-customer-ui.png new file mode 100644 index 000000000..5adbfa28f Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/invoice/select-customer-ui.png differ