diff --git a/point_of_sale/shop/invoice.rst b/point_of_sale/shop/invoice.rst index 522bd6693..6b0b819b4 100644 --- a/point_of_sale/shop/invoice.rst +++ b/point_of_sale/shop/invoice.rst @@ -1,117 +1,60 @@ -====================================== -How to invoice from the POS interface? -====================================== +============================== +Invoice from the PoS interface +============================== -Register an order -================= +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. -On the **Dashboard**, you can see your points of sales, click on **New -session**: +Activate invoicing +================== + +Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` +and select your Point of Sale: .. image:: media/invoice01.png :align: center -You are on the ``main`` point of sales view : +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. .. 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. +Select a customer +================= -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**): +From your session interface, use the customer button .. image:: media/invoice03.png :align: center -You must set a customer in order to be able to issue an invoice. +You can then either select an existing customer and set it as your +customer or create a new one by using this button. .. image:: media/invoice04.png :align: center -You can search in the list of your customers or create new ones by -clicking on the icon. +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:: media/invoice05.png :align: center -.. note:: - For more explanation about adding a new customer. Please read the - document :doc:`../advanced/register`. +You can then print the invoice and move on to your next order. -By using a barcode for customer -------------------------------- +Retrieve invoices +----------------- -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. +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. .. 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 index a7206abfe..47ba89fc6 100644 Binary files a/point_of_sale/shop/media/invoice01.png 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 index b9d8774bf..e01c5865e 100644 Binary files a/point_of_sale/shop/media/invoice02.png 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 index 2a1a0523b..1a0a42630 100644 Binary files a/point_of_sale/shop/media/invoice03.png 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 index b2f7eea51..bd7e3bce4 100644 Binary files a/point_of_sale/shop/media/invoice04.png 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 index edc5fbd94..6dbf0af55 100644 Binary files a/point_of_sale/shop/media/invoice05.png 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 index d5d2dc149..f37f9ccd9 100644 Binary files a/point_of_sale/shop/media/invoice06.png 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 deleted file mode 100644 index 9e4708e2a..000000000 Binary files a/point_of_sale/shop/media/invoice07.png and /dev/null differ diff --git a/point_of_sale/shop/media/invoice08.png b/point_of_sale/shop/media/invoice08.png deleted file mode 100644 index 4830a8b0a..000000000 Binary files a/point_of_sale/shop/media/invoice08.png and /dev/null differ diff --git a/point_of_sale/shop/media/invoice09.png b/point_of_sale/shop/media/invoice09.png deleted file mode 100644 index 3d563c80d..000000000 Binary files a/point_of_sale/shop/media/invoice09.png and /dev/null differ diff --git a/point_of_sale/shop/media/invoice10.png b/point_of_sale/shop/media/invoice10.png deleted file mode 100644 index 6675c1b37..000000000 Binary files a/point_of_sale/shop/media/invoice10.png and /dev/null differ diff --git a/point_of_sale/shop/media/invoice11.png b/point_of_sale/shop/media/invoice11.png deleted file mode 100644 index 13d029f78..000000000 Binary files a/point_of_sale/shop/media/invoice11.png and /dev/null differ