Receipts

The Receipts screen is the register's electronic journal: a list of all issued receipts, with search and filters. Here you find an earlier receipt and work with it — cancel it, correct it, print it again, issue a final receipt from a proforma invoice or an advance, and send it to the customer as a PDF.

For actions that issue a new receipt (cancelling, correcting, a final receipt, a credit note), the shift must be open on the register you are working on (see Working Day).

Availability

The Receipts screen is available to employees whose user group has the Allow receipts view permission.

Receipts screen

What do you want to do?

Situation	Action
The customer returns the whole purchase, or the receipt was issued by mistake	Cancelling a receipt
The customer returns part of the goods	Correcting a receipt
You need to print a receipt again	Printing a receipt again
The customer accepted a proforma invoice	Final receipt from a proforma invoice
Goods paid with an advance have been delivered	Final receipt for an advance
A later discount or return for a business customer	Credit note
The customer needs the receipt electronically	PDF and email

Finding a receipt

Receipt list

Each row in the list shows the receipt type and the buyer, the receipt number, the employee, the time, the amount, the payment method and, in hospitality, the table. The amount of a cancelled or corrected receipt, and of the refund receipt itself, is red. An info icon in front of the receipt type warns that the due date has expired, or that a receipt has already been issued from a proforma invoice or an advance. An info icon next to the amount shows the pricelist the receipt was issued with.

Search and filters

In the Search field, type the receipt number, the employee's name, the buyer's name, the table or an item name.

The search and the list always apply to the period and the cash register set in the filter. By default, receipts from yesterday and today, from this cash register, are shown. The filters return to these defaults each time you open the screen. If you cannot find an older receipt, widen the period in the filter.

The FILTER button opens the advanced filters:

Filter	Description
Start date, End date	The issue period.
Staff	Who issued the receipt.
Buyer or TIN	The buyer on the receipt (use one of the two).
Cash Register	The cash register where the receipt was issued.
Receipt type	For example Paid, Advance, Canceled, Proforma invoice, Credit Note, Corrective.
Paid by	Cash, credit card, invoice…

Click SEARCH to apply the filters.

Advanced filters

Note

Without the internet, the list shows only the 20 most recent receipts saved on this device, and the filters are not applied.

Receipt preview

Click a receipt to open it. The preview header has the CANCEL and PRINT buttons, and the other actions are in the ⋮ menu — the menu offers only the actions possible for that receipt:

Action	What it does	For which receipts
CANCEL	Issues a refund receipt	Sales receipts, advances
PRINT	Prints the receipt again (on a computer or in the web app)	Issued receipts
Issue receipt	Opens the proforma invoice on the sales screen for the final receipt	Proforma invoice
Correct	Issues a refund for some of the items	Paid receipt
Issue receipt for advance	Opens the final receipt for the advance	Advance
Save as PDF, Send by email	—	Issued receipts

A4 format

On the Receipts screen, receipts are shown in A4 format, with the buyer's details and the tax breakdown. A PDF and a reprint use the same format.

Receipt in A4 format

Cancelling a receipt

Cancelling a receipt issues a refund receipt that refers to the original receipt. You can cancel sales receipts and advances; a proforma invoice cannot be cancelled.

1. Open the receipt and click CANCEL.
2. Confirm with CONFIRM in the window "Are you sure you want to cancel the receipt?". The refund receipt is issued and printed.

In hospitality, the window also offers:

• Cancel connected orders? — if you leave it unticked, the ordered items return to the table (the table must be free);
• Clear debt of user who issued the receipt (ticked by default) — when you cancel the cash receipt of another employee who does not have the Allow order canceling permission, and you have Allow clearing debt of all employees.

If the card terminal connected to the register supports it and reversal on cancelling is turned on for the venue, a receipt paid by card is first reversed on the terminal. Otherwise, refund the card payment on the terminal itself.

Correcting a receipt

When the customer returns only part of the goods, correct the receipt — a refund is issued only for the returned items:

1. Open the receipt and choose Correct in the ⋮ menu.
2. Click the item being returned, enter the returned quantity in the Refund window and click OK. Repeat for the other items.
3. Click CONFIRM.
4. In the Receipt window, change the refund's payment method if needed, click NEXT, then ISSUE RECEIPT.

Choosing the items and quantities being returned

Warning

A corrected receipt can no longer be corrected or cancelled afterwards. Correction is not available for receipts paid with mixed payment or issued from an advance.

Printing a receipt again

Open the receipt and click PRINT. On a computer and in the web app, the print window opens, where you choose the printer. Printing again does not issue a new receipt.

Warning

On an Android or iOS device, PRINT on the Receipts screen does not print. Print the receipt again from a computer or the web app.

Final receipt from a proforma invoice

When the customer accepts a proforma invoice, issue the receipt from it:

1. Find the proforma invoice (filter Receipt type → Proforma invoice) and open it.
2. In the ⋮ menu, choose Issue receipt.
3. The sales screen opens with the proforma invoice's items (in retail, with the title "Final receipt for proforma"). Change the items if the order has changed, and charge as usual.

The receipt refers to the proforma invoice. The sales screen must be empty — if another receipt is open there, the app shows "Another receipt is active!".

Warning

Issue receipt stays available even after a receipt has been issued from the proforma invoice — in the list, such a proforma invoice has the icon "Receipt has been issued based on this proforma receipt". Check it before issuing, so you do not issue the receipt twice. If the proforma invoice's due date has passed, the icon warns about the expired due date instead — then check the buyer's receipts in the list before issuing.

Advances

You issue an advance receipt on the sales screen (see Issuing Receipts → Advance). On the Receipts screen, you close it with the final receipt.

Final receipt for an advance

When the goods or service paid with an advance are delivered, issue the final receipt:

1. Open the advance receipt and choose Issue receipt for advance in the ⋮ menu.
2. The sales screen opens with the buyer and the paid advance (in retail, with the title "Final receipt for advance"). Add the delivered items and charge.

The amount to pay is reduced by the paid advance, so the customer pays only the difference. The final receipt refers to the advance. The sales screen must be empty — if another receipt is open there, the app shows "Another receipt is active!".

Once the final receipt is issued, the advance shows the icon "Receipt has been issued based on this advance receipt" in the list.

Credit note

With a credit note, you give a business customer a discount or a refund on receipts that have already been issued. A credit note is an A4 document.

1. In the ⋮ menu of the Receipts screen, choose Credit note.
2. Select the receipts (they must all have the same buyer and be paid) and click CONTINUE. Only receipts shown in the list can be selected — if the receipts are older, first widen the period in the filter.
3. Click an item and choose Return quantity, Additional discount (in percent) or Credit note amount in the menu. Items exempt from tax are not included in a credit note.
4. Click CONFIRM, then NEXT and ISSUE RECEIPT.

You print the credit note with the PRINT button in its preview.

Credit note

Summary credit note

A Summary credit note grants a discount on all receipts of one buyer at once, by tax rate instead of by item. First filter the list by buyer, then choose Summary credit note — the receipts shown in the list are already selected. Enter the Additional discount or the Credit note amount per tax rate and issue the document.

PDF and email

• Save as PDF (⋮ menu) saves the displayed receipt as a PDF. On a computer the file is downloaded; on a phone or tablet the share menu opens.
• Send by email sends the receipt as a PDF to the customer. The address is filled in from the buyer's details; if the receipt has a buyer, a new address you enter is saved with the buyer.

The PDF is the same image of the receipt you see on the screen — no new document is issued. Both actions require an internet connection.