85 lines
2.2 KiB
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85 lines
2.2 KiB
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======================================
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How to invoice from the POS interface?
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======================================
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Register an order
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=================
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On the **Dashboard**, you can see your points of sales, click on **New
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session**:
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.. image:: media/invoice01.png
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:align: center
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You are on the ``main`` point of sales view :
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.. image:: media/invoice02.png
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:align: center
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On the right you can see the list of your products with the categories
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on the top. Switch categories by clicking on it.
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If you click on a product, it will be added in your cart. You can
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directly set the correct **Quantity/Weight** by typing it on the keyboard.
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Add a customer
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==============
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On the main view, click on **Customer** (above **Payment**):
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.. image:: media/invoice03.png
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:align: center
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You must set a customer in order to be able to issue an invoice.
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.. image:: media/invoice04.png
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:align: center
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You can search in the list of your customers or create new ones by
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clicking on the icon.
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.. image:: media/invoice05.png
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:align: center
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.. note::
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For more explanation about adding a new customer. Please read the
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document :doc:`../advanced/register`.
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Payment and invoicing
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=====================
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Once the cart is processed, click on **Payment**. You can choose the
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customer payment method. In this example, the customer owes you ``10.84 €``
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and pays with by a ``VISA``.
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Before clicking on **Validate**, you have to click on **Invoice** in order to
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create an invoice from this order.
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.. image:: media/invoice06.png
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:align: center
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Your invoice is printed and you can continue to make orders.
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Retrieve invoices of a specific customer
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========================================
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To retrieve the customer’s invoices, go to the **Sale** application, click
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on :menuselection:`Sales --> Customers`.
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On the customer information view, click on the **Invoiced** button :
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.. image:: media/invoice07.png
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:align: center
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You will get the list all his invoices. Click on the invoice to get the
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details.
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.. image:: media/invoice08.png
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:align: center
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.. seealso::
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* :doc:`cash_control`
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* :doc:`../advanced/register`
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* :doc:`refund`
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* :doc:`seasonal_discount`
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