Receipts and invoices¶
Phiếu nhập kho¶
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.
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Reprint a receipt¶
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.
Ghi chú
You can filter the list of orders using the search bar. Type in your reference and click Receipt Number, Date, or Customer.
Hóa đơn¶
Point of Sale allows you to issue and print invoices for registered customers upon payment and retrieve all past invoiced orders.
Ghi chú
An invoice created in a POS creates an entry into the corresponding accounting journal, previously set up.
Cấu hình¶
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.
Invoice a customer¶
Upon processing a payment, click Invoice underneath the customer's name to issue an invoice for that order.
Select the payment method and click Validate. The invoice is automatically issued and ready to be downloaded and/or printed.
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To be able to issue an invoice, a customer must be selected.
Retrieve invoices¶
To retrieve invoices from the POS dashboard,
access all orders made through your POS by going to ;
to access an order's invoice, open the order form by selecting the order, then click Invoice.
Ghi chú
Invoiced orders can be identified by the Invoiced status in the Status column.
You can filter the list of orders to invoiced orders by clicking Filters and Invoiced.
QR codes to generate invoices¶
Khách hàng cũng có thể yêu cầu hóa đơn bằng cách quét mã QR được in trên biên lai. Sau khi quét, họ cần điền thông tin thanh toán vào biểu mẫu và nhấp vào Lấy hóa đơn của tôi. Một mặt, thao tác này sẽ tạo ra hóa đơn có sẵn để tải xuống. Mặt khác, trạng thái đơn hàng sẽ chuyển từ Đã thanh toán hoặc Đã ghi sổ sang Đã xuất hóa đơn trong backend Odoo.
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.