Loredana Perazzo
e24c83a0a1
task-3366190
closes odoo/documentation#6667
X-original-commit: 4118cb9bf9
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
109 lines
3.9 KiB
ReStructuredText
109 lines
3.9 KiB
ReStructuredText
=====================
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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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Point of Sale allows you to issue and print invoices for :ref:`registered customers <pos/customers>`
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upon payment and retrieve all past invoiced orders.
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.. note::
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An invoice created in a POS creates an entry into the corresponding :ref:`accounting journal
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<cheat_sheet/journals>`, previously :ref:`set up <receipts_invoices/invoice_configuration>`.
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.. _receipts_invoices/invoice_configuration:
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Configuration
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-------------
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To define what journals will be used for a specific POS, go to the :ref:`POS' settings
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<configuration/settings>` and scroll down to the accounting section. Then, you can determine the
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accounting journals used by default for orders and invoices in the :guilabel:`Default Journals`
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section.
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.. image:: receipts_invoices/invoice-config.png
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:alt: accounting section in the POS settings
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Invoice a customer
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------------------
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Upon processing a payment, click :guilabel:`Invoice` underneath the customer's name to issue an
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invoice for that order.
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Select the payment method and click :guilabel:`Validate`. The **invoice** is automatically issued
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and ready to be downloaded and/or printed.
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.. note::
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To be able to issue an invoice, a :ref:`customer <pos/customers>` must be selected.
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Retrieve invoices
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-----------------
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To retrieve invoices from the **POS dashboard**,
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#. access all orders made through your POS by going to :menuselection:`Point of Sale --> Orders -->
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Orders`;
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#. to access an order's invoice, open the **order form** by selecting the order, then click
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:guilabel:`Invoice`.
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.. image:: receipts_invoices/invoice-smart-button.png
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:alt: invoice smart button from an order form
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.. note::
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- **Invoiced orders** can be identified by the :guilabel:`Invoiced` status in the
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:guilabel:`Status` column.
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- You can filter the list of orders to invoiced orders by clicking :guilabel:`Filters` and
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:guilabel:`Invoiced`.
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QR codes to generate invoices
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-----------------------------
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Customers can also request an invoice by scanning the **QR code** printed on their receipt. Upon
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scanning, they must fill in a form with their billing information and click :guilabel:`Get my
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invoice`. On the one hand, doing so generates an invoice available for download. On the other hand,
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the order status goes from :guilabel:`Paid` or :guilabel:`Posted` to :guilabel:`Invoiced` in the
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Odoo backend.
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.. image:: receipts_invoices/order-status.png
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:alt: order status change
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To use this feature, you have to enable QR codes on receipts by going to :menuselection:`Point of
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Sale --> Configuration --> Settings`. Then, select the POS in the :guilabel:`Point of Sale` field,
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scroll down to the :guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on
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ticket`.
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