Invoices

Note

When an invoice is created from a POS order, it is automatically recorded in the corresponding accounting journal configured in the POS settings.

Configuration

To set default journals for a POS:

1. Open POS Settings

2. Scroll to the Accounting section

3. Under Default Journals, select the journals for:

   • Orders

   • Invoices

Note

You can also assign specific journals to each payment method.

Invoice a customer

To create an invoice from a POS order:

1. Ensure a customer is assigned to the order

2. Process the payment as usual

3. Click Invoice below the customer’s name

Then:

• Select a payment method

• Click Validate

The invoice is generated automatically and can be downloaded or printed.

Retrieve invoices

To access previously generated invoices:

1. Go to Point of Sale ‣ Orders ‣ Orders

2. Select the relevant order

3. Click the Invoice smart button

Tip

• Orders that have been invoiced display the Fully Invoiced status

• Use the search bar filter (Invoiced) to quickly find invoiced orders

QR codes for invoice requests

Customers can generate invoices themselves by scanning a QR code printed on the receipt.

Steps:

1. The customer scans the QR code

2. Enters billing details in the form

3. Clicks Get my invoice

The invoice is then created and made available for download. The order status updates to Fully Invoiced.

Enable QR code on receipts

To activate this feature:

1. Go to Point of Sale ‣ Configuration ‣ Settings

2. Select your POS under Point of Sale

3. Scroll to Bills & Receipts

4. Enable Use QR code on ticket