How do I generate an invoice for an order?
Ans: Once you have placed an order or a customer has placed an order, select the order and click on Update Invoice at the bottom of your screen to generate an Invoice for the order. The order will show as a white bar until the invoice has been approved.
How do I create an Invoice?
Ans: Select the cashiering option and click on the + sign to create an invoice. Here, select the menu items in the top search bar and click the + button on the right to add them. Optionally add Table Number and Customer Details. Once you have filled the required details, Select Save Invoice at the bottom of your screen.
How do I download an Invoice?
Ans: Go to Invoice List, select the invoice and click on the three dots on the top right corner. Here, you can download the invoice to share with the customer.
How do I edit or delete an Invoice?
Ans: Go to Invoice List, select the invoice and click on three dots on the topmost right corner of the screen. Here, you can edit or delete the invoice.
How do I mark an Invoice as Paid?
Ans: Go to Invoice List and select the invoice. Click on the three dots on the topmost right corner of the screen and click on Edit Invoice. Input Customer details, taxes, discounts and payment details. Once you click Save Invoice, the invoice is then marked as paid. Invoices can then be approved.
How do I approve an Invoice?
Ans: Go to Invoice List, select the paid invoice and click on toggle button to approve invoice. Only paid Invoices can be approved.