Loredana Perazzo
6d58094a36
task-3357882
closes odoo/documentation#4703
X-original-commit: ee4b279e7c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
112 lines
4.2 KiB
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112 lines
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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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In Point of Sale, you can issue and print invoices upon payment at the cash register or retrieve all
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the past invoiced orders.
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Set a customer
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--------------
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First, you need to open a session and set your customer. Open the **POS interface** by going to
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:menuselection:`Point of Sale --> New session --> Open session`. Then, click :guilabel:`Customer` to
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access the list of **customers**.
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.. image:: receipts_invoices/select-customer-ui.png
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:alt: customer selection and creation button
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From there, you can either set an existing customer by clicking their name or create a new one by
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clicking :guilabel:`Create`. Doing so opens a customer creation form to fill in with their
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information. Click :guilabel:`Save` to validate and set this new customer.
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.. note::
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- You can also **edit** a customer's information by clicking :guilabel:`Details`.
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- If you did not set your customer during the order, you can do so at the payment screen by
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clicking :guilabel:`Customer`.
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Invoice a customer
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------------------
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Once an order is done, click :guilabel:`Payment` to move to the **payment screen**. Click
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:guilabel:`Invoice` underneath the customer's name to enable issuing and printing invoices upon
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payment.
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.. image:: receipts_invoices/invoice-button.png
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:alt: button to generate an invoice in POS
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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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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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