Set as invoice

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Set as invoice

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Dotypos lets you draw up simple invoices with the products charged to the selected customer. The invoice will be drawn on the selected customer's name and its header will contain information about your company specified in the Dotypos settings. The already generated invoice can be found in the history and displayed retrospectively.

 

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If you need to cancel an invoice and issue a credit note, you must cancel the invoice in the cash register in History. Invoice cancellation is the same as standard document cancellation. A new invoice with negative values is issued, the “corrective tax invoice.” This new tax document is entered in the accounting system.

 

To issue an invoice you have to:

1.In the application settings, in the section POS settings - Information about the company fill out the information about your company and in the section Invoices allow and set up the usage of invoices.

2.In the tile menu use the button Customer to fill out information about the customer or select an already existing customer account.

 

How do I issue an invoice?

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Make sure you charge the customer account to whom you want to issue the invoice. Select the customer by clicking on the button CUSTOMER 01. Once you select the customer, their name will appear on the button. You can also assign the customer later in the Settlement dialog using the option Change customer.

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During the first opening of the Settlement dialog after activating the payment method Invoice in Payment settings you will see a notification that the option DRAW AS INVOICE can be found in the Advanced payment optionsthat are available via the three dot icon pointed at by the arrow. You can close the notification by clicking on the button OK.

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Perform any potential changes in the settlement dialog and when you are done click on the icon Advanced settlement options 02. You will see a dialog window with other options, from which you select DRAW AS INVOICE03.

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If in the part POS settings - Information about the company you did not enter the information about your company, the following notification is displayed. By clicking on the icon CONTINUE you will be transferred to the menu POS settings - Information about the company. There, you can fill out the required information, save it by clicking on OK and go back to the Settlement dialog.

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On page Invoice you can select the payment method (cash, debit/credit card, bank transfer), date of the taxable transaction, the maturity date and make a note. If you select the method cash or debit/credit card, the maturity date will be set to the current date. If you enabled a separate numerical series for invoice numbering, this document number will be automatically used as the variable symbol for the invoice settled by bank transfer. Continue and click on Paid.

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The invoice preview will be displayed. In the upper right corner you can find icons to print the invoice out, send it directly to the entered email address, or use the opportunity to share and insert it into any application. You can print on a common printer e.g. using the application PrinterShare via the Wi-Fi network. Use the two-finger touch gesture to zoom in/out on the printer. If the invoice has more pages, it has a link to move to the next page on the bottom.

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If you select to send the invoice directly by email, a dialog with the message preferences appears. In this dialog, you fill out the recipient's email address. Also, you can change the topic or even the message itself in the field Text. The invoice is attached to the message as an attachment in .pdf format. Use the button 04 then send the message. All invoices generated in .pdf format can also be found directly in the internal memory (Internal Memory) of the cash register, in the folder DotykackaPdf.

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Generating invoices is supported in Android, starting with version 4.4.2. In devices with an older version of the system, it will not work. If you have a cash register with Android 4.4, to generate invoices you have to go to the Dotypos Marketplace and install the application PDF Viewer. In version Android 5, PDF support is already implemented. So, when using cash registers with a newer system, you do not have to install this application.

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How do I generate a copy of the invoice?

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In the tile menu select HISTORY 01. Then choose the transaction for which you want to issue the invoice. 02.

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Click on the icon for other options 03 and then the option Share/Print invoice 04.

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The invoice preview will be displayed and you can print, send or share it using the icons in the top right corner.

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In Dotypos Cloud, the type of payment by invoice will be indicated on the document in individual cash register operations.

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