Receipts and invoices¶
Recepții¶
Set up receipts by going to , selecting a POS, and scrolling down to the Bills & Receipts section.
To customize the header and footer, activate Header & Footer and fill in both fields with the information to be printed on the receipts.
To print receipts automatically once the payment is registered, enable the Automatic Receipt Printing setting.
Vedeți și
Reimprimare bon¶
From the POS interface, click Orders, open the dropdown selection menu next to the search bar, and change the default All active orders filter to Paid. Then, select the corresponding order and click Print Receipt.
Notă
You can filter the list of orders using the search bar. Type in your reference and click Receipt Number, Date, or Customer.
Facturi¶
Point of Sale allows you to issue and print invoices for registered customers upon payment and retrieve all past invoiced orders.
Notă
An invoice created in a POS creates an entry into the corresponding accounting journal, previously set up.
Configurare¶
To define what journals will be used for a specific POS, go to the POS» settings and scroll down to the accounting section. Then, you can determine the accounting journals used by default for orders and invoices in the Default Journals section.
Facturați către un client¶
Upon processing a payment, click Invoice underneath the customer’s name to issue an invoice for that order.
Selectați metoda de plată și faceți clic pe Validează. Factura este emisă automat și este gata pentru a fi descărcată și/sau imprimată.
Notă
To be able to issue an invoice, a customer must be selected.
Recuperare facturi¶
Pentru a recupera facturile din panoul de bord POS,
accesați toate comenzile efectuate prin POS accesând ;
pentru a accesa factura unei comenzi, deschideți formularul comenzii selectând comanda, apoi faceți clic pe Factură.
Notă
Invoiced orders can be identified by the Invoiced status in the Status column.
Puteți filtra lista de comenzi pentru comenzile facturate făcând clic pe Filtre și Facturat.
QR codes to generate invoices¶
Customers can also request an invoice by scanning the QR code printed on their receipt. Upon scanning, they must fill in a form with their billing information and click Get my invoice. On the one hand, doing so generates an invoice available for download. On the other hand, the order status goes from Paid or Posted to Invoiced in the Odoo backend.
To use this feature, you have to enable QR codes on receipts by going to . Then, select the POS in the Point of Sale field, scroll down to the Bills & Receipts section and enable Use QR code on ticket.