INVOICES IN THE BACK-OFFICE

We access the Invoices by clicking on the menu r:

We can also search for a specific invoice from Search Invoice. We enter the invoice number manually, or if we have the physical receipt, we can scan it with an external barcode reader or using the iPad's camera.

On the invoices screen, various options appear that can be performed when a sale has already been closed and paid.

1. In the list on the left, all sales for the current date are displayed. We select one to see more information (products, date and time, payment method, etc.). We can also click on to search for invoices on other dates.

2. These options can be performed at the time of closing (charging) a sale. But if it wasn't necessary at that moment or if we forgot, we can go to Invoices to do it once the order is closed and paid.

• If the invoice is associated with a customer with a valid email address, we can simply send the invoice by clicking the button. However, if there is no associated customer, clicking the button will prompt the system to enter an email address to send the invoice to.

• If we haven't printed the invoice at the time of closing (charging) a sale, we can print the invoice from here. Simply select a sale from the list and click the button.

• If the customer requests a gift receipt after the sale is completed (paid), locate the invoice in the list and click the button to print the gift receipt.

• If we need to process a return. More information here.

3. Click on New Customer to associate the sale with a customer from our database, or enter the details of a new customer.

4. Have we closed an order with the wrong payment method? Select a sale from the list and click on to easily change the payment method. More information here.

INVOICES IN THE BACK-OFFICE

All the invoices generated from the app can be viewed in the back-office. Here's how:

1. Go to the back-office of Revo RETAIL.

2. Navigate to Listings / INVOICES.

3. You will see the following information:

• : Select the desired dates to display in the report.

• If you click on Show filters, you will see:

  • Status: You can filter by the status of the invoice.
  • : You can filter by employee.
  • : You can filter by cashier.
  • : You can filter by customer.
  • In , you can select different criteria to total:
    • Customer: Totalize on the selected dates by customers.
    • Employee: Totalize on the selected dates by employees.
    • Day: Totalize on the selected dates by day.
    • Day of the week: Totalize on the selected dates by day of the week.
    • Week: Totalize on the selected dates by week.
    • Month: Totalize on the selected dates by month.
    • Cashier: Totalize on the selected dates by cashier.
    • Status: Totalize on the selected dates by status.
      
      

• Ticket: Displays the ticket number.

• Invoice number: Displays the invoice number.

• Content: Displays the sold content in each invoice.

• Date: Displays the date and time the invoice was generated.

• Customer: Displays the customer associated with the invoice.

• Employee: Displays the employee who generated the invoice.

• Status: Displays the status of the invoice, whether it is closed, pending payment, etc.

• Total: Indicates the value of the invoice with taxes included.

• Discount: Indicates the value of the discounts applied.

• Subtotal: Indicates the value of the invoice without taxes.

• Taxes: Indicates the value of the taxes.

• Total: Displays the final value of the invoice, once taxes and discounts have been applied.

• Payment methods: Indicates the payment method used.

If we click on the ticket number, we will see the invoice details. It will also allow us to change its status by selecting a new one from the dropdown and clicking on Change Status, associate it with a customer, and download the invoice PDF.