documentation/point_of_sale/shop/invoice.rst
2018-07-20 17:17:23 +02:00

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Invoice from the PoS interface
==============================
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.
Activate invoicing
==================
Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
and select your Point of Sale:
.. image:: media/invoice01.png
:align: center
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
Select a customer
=================
From your session interface, use the customer button
.. image:: media/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:: media/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:: media/invoice05.png
:align: center
You can then print the invoice and move on to your next order.
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.
.. image:: media/invoice06.png
:align: center