====================================== 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 ======================================== 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`