Historic data is a screen where you can see open and closed orders on the current date, as well as perform some actions. To access Historic data, simply go to the r menu and click on Historic data.
1. OVERVIEW
Search Bar
Click on to directly search for an order by number, table name, or customer.
Closed / Open
Here, you can see the orders that are open and closed on the current date.
List
Select an order to view details such as the order number, quick actions, opening and closing times, user, number of diners, table name, and associated invoices.
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Indicates the order number.
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Quick actions for the order.
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Indicates the time of opening and closing of this order.
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Indicates the user (employee) who opened this order.
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Indicates the number of diners.
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Indicates the table name.
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Indicates the invoices associated with the order.
Magnifying Glass
Click on the next to Today to search for an order by number and view it automatically.
Select Date
Click on Today to select any date and view all closed orders for that day.
If no orders appear, it means you did not use the application on that day.
Invoices
You can view invoice information after selecting an order at the bottom of the screen.
2. QUICK ACTIONS
Click on to access these options:
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Change Payment Method: Modify the payment method. Here, you will find more details.
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Cancel a Payment: To cancel a payment, you need to have privileges.
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Select the order.
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Click on Cancel a payment.
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Click on the invoice, and confirmation will be requested, click OK.
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Enter a reason.
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A message will appear indicating that the order contains unpaid products. Click on Reopen order to manage the new payment and close the order correctly.
You can see all canceled payments in the back-office.
IMPORTANT: Starting from version 4.2.5, if you have enabled in the app preferences the option to keep orders open, it will NOT be possible to cancel payments. For any modification, you will need to make a refund.
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Send Invoice by email: Send the invoice by email if it is associated with a customer with a valid address.
If after clicking the button an error appears, check in the customer data if the email address is correct.
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Assign a Customer to the Invoice: Convert a simplified invoice to a named invoice.
This process will create a new invoice with the same amount with the assigned customer and will refund the original order.
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Make a Refund: Allows you to refund a completed invoice. Here, you will find detailed explanations.
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I closed the order by mistake and want to reopen it: This action is used if you have closed an order by mistake. Here, you will find detailed explanations.
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Reprint Invoice with Custom Description: You can reprint the invoice for a closed order, adding a description.
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Reprint Invoice: Print the invoice for a closed order.
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Link to Digital Invoice: Opens a QR code that you can scan to get the invoice digitally.
