Receipts

The Receipts page, the third item in the navigation, is the application's electronic journal: here you view and search all previously issued receipts. Besides viewing and searching, you can create a copy of a receipt, cancel an existing sales receipt (issue a refund for a specific receipt), and more.

Receipts

Search Receipts and Filters

For a basic receipt search, use the Search field — enter the word you are looking for:

Receipt search field

For an advanced search, click the FILTER button to the right of the search field:

Button for advanced receipt search

The advanced search filters receipts by one or more parameters at once:

Window for advanced receipt search

The available parameters are:

• start and end date of receipt issuance
• staff
• buyer
• TIN
• cash register
• type of receipt
• payment method

Clicking SEARCH displays the results for the selected filters.

Receipt Preview

Clicking a receipt opens its preview window. For example, a sales receipt looks like this:

Sales receipt preview

Manage Receipt Options

You access the basic options for a receipt by clicking the three dots in the corner of the receipt display, after selecting the desired receipt. The offered options depend on the type of receipt.

Cancel Receipt

To cancel a previously issued receipt, click the CANCEL option in the upper part above the receipt display.

Issue Receipt

This option is available only for proforma invoices: based on a previously issued proforma invoice, you can later issue a receipt. A confirmation window opens:

Window for confirming receipt issuance based on a proforma invoice

Create New Advance Receipt

This option issues a new advance receipt linked to an existing advance receipt. It is used when an additional payment for a previously issued advance needs to be recorded — such as an additional amount the client pays within the same order or job.

Issue Receipt For Advance

This issues a final advance receipt that sums all previous payments for a specific order or service. It is used when all planned advances have been paid and the final amount needs to be recorded before issuing the final receipt. After issuing this final advance, further advance receipts for the same job are no longer possible — the advance part is complete. The final advance is then used to reduce the total amount when preparing the final receipt.

Correct Receipt

The receipt correction option adjusts a receipt by entering the quantity of items you want to refund.

Important

Once a receipt is corrected, it cannot be corrected or canceled again.

Click the receipt you are correcting, then choose the Correct option via the three dots in the corner of the receipt preview window. The explanation for correcting a receipt is provided at the top of the window, in the yellow area:

Window for correcting a receipt

In the example we refund one unit of Paulaner beer: click the Paulaner beer in the window — a window opens for entering the number of units to refund:

Window for entering a refund amount

Enter 1 and click OK:

Window for correcting a receipt after entering the quantity of the item for refund

The item is marked for cancellation. Clicking the green CONFIRM button at the bottom of the window opens the next window, for changing other receipt details if needed (in the example: payment method set to Voucher):

Window for displaying additional options for a receipt

Clicking NEXT shows the final appearance of the receipt:

Window for displaying the final appearance of the receipt

Issue the receipt by clicking ISSUE RECEIPT.

Issue Receipt Copy

To issue a copy of a previously issued receipt, open the desired receipt from the receipt overview, then select Issue Receipt Copy from the menu behind the three dots in the upper right corner of the window. By selecting the print format, the copy of the selected receipt is issued.

A4 Format

Selecting this option displays the currently selected receipt in A4 format:

Receipt preview in A4 format

Regular Format

This option is shown only while the receipt is displayed in A4 format — clicking it returns the receipt to the regular format:

Receipt preview in regular format

To return to A4 format, click the three dots and select the A4 format option.

Save as PDF

Clicking this option downloads the receipt as a PDF file to your device.

Advanced Receipt Management Options

Clicking the three dots in the upper right corner of the screen opens the advanced options for managing receipts:

Advanced options for managing receipts

Advanced options for managing receipts

After selecting any of the offered options, you choose one or more receipts, depending on the selected option. Two options then appear in the upper right corner:

Advanced options for managing receipts

Clicking CONTINUE proceeds with the selected option; clicking CANCEL cancels the receipt selection and closes the advanced options.

Credit Note

A credit note is a document that establishes that a certain business change has occurred, which reduces the customer's existing obligation under a specific invoice.

This option is available only for invoices that have a customer. Select the invoices for which you are issuing a credit note and click CONTINUE in the upper right corner:

Credit Note Window

Clicking an item from the invoice opens further management options:

Options for Credit Note

In the example, the return quantity for Paulaner beer is set to 1:

Options for Credit Note

Clicking CONFIRM validates the credit note.

Summary Credit Note

Works the same way as the Credit Note.

Close Advance Receipts

This option is available only for invoices of type Advance. Select the option, choose the advances you are closing, and click CONTINUE — a warning window appears:

Confirmation Window for Closing Advance Invoices

Clicking CONFIRM closes all selected advance invoices.