Loredana Perazzo
70f58a610d
task-3357882 closes odoo/documentation#4676 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com> Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
92 lines
2.8 KiB
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92 lines
2.8 KiB
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=====================
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Receipts and invoices
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=====================
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Receipts
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========
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Set up receipts by going to :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
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selecting a POS, and scrolling down to the :guilabel:`Bills & Receipts` section.
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To **customize** the **header** and **footer**, activate :guilabel:`Header & Footer` and fill in
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both fields with the information to be printed on the receipts.
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To **print receipts** automatically once the payment is registered, enable the :guilabel:`Automatic
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Receipt Printing` setting.
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.. image:: receipts_invoices/receipt.png
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:alt: POS receipt
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.. seealso::
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- :doc:`restaurant/bill_printing`
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Reprint a receipt
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-----------------
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From the POS interface, click :guilabel:`Orders`, open the dropdown selection menu next to the
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search bar, and change the default :guilabel:`All active orders` filter to :guilabel:`Paid`. Then,
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select the corresponding order and click :guilabel:`Print Receipt`.
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.. image:: receipts_invoices/print-receipt.png
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:alt: Print receipt button from the backend
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.. note::
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You can filter the list of orders using the search bar. Type in your reference and click
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:guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`.
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.. _receipts-invoices/invoices:
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Invoices
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========
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Some of your customers might request an invoice when buying from your
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Point of Sale, you can easily manage it directly from the PoS interface.
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Activate invoicing
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------------------
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Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
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and select your Point of Sale:
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.. image:: receipts_invoices/invoice01.png
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Under the *Bills & Receipts* you will see the invoicing option, tick
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it. Don't forget to choose in which journal the invoices should be
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created.
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.. image:: receipts_invoices/invoice02.png
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Select a customer
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-----------------
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From your session interface, use the customer button
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.. image:: receipts_invoices/invoice03.png
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You can then either select an existing customer and set it as your
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customer or create a new one by using this button.
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.. image:: receipts_invoices/invoice04.png
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You will be invited to fill out the customer form with its information.
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Invoice your customer
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---------------------
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From the payment screen, you now have an invoice option, use the button
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to select it and validate.
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.. image:: receipts_invoices/invoice05.png
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You can then print the invoice and move on to your next order.
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Retrieve invoices
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-----------------
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Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top right corner)
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you will find all your orders in :menuselection:`Point of Sale -->
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Orders --> Orders` and under the status tab you will see which ones have
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been invoiced. When clicking on a order you can then access the invoice.
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.. image:: receipts_invoices/invoice06.png
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