Sales Receipts

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In the web app, sales receipts can be accessed under Sales → Sales Transactions, and in the mobile app — from the Customer Center screen.

Creating a Sales Receipt

In the web app

To create a new sales receipt in the web app, go to Sales → Sales Transactions, click Hfo-plus-button.png and select Sales Receipt.

New Sales Receipt page in the web app

You can add products to the sales receipt by selecting them from the drop-down list in the Item column. You can also set cursor into the Scan Barcode field and user a barcode scanner to add products (see Barcoding).

If you have multiple inventory sites, you can choose to draw inventory for this sales receipt from a different site. Use the Inventory Site field for this.

To leave without saving and discard your work, click Cancel.

To save your sales receipt, click Save.

To save the sales receipt and print it right away, click Save and Print.

In the mobile app

Sales Receipt creation screen in the mobile app

To start entering a new sales receipt in the mobile app, go to Sales and select a customer, tap Sales Receipts, then tap New.

First, the Items tab of the Create Sales Receipt screen is shown, which lets you add products on the sales receipt. On the Other tab you can add a memo which will be stored with the sales receipt.

There are a few ways to add products on the sales receipt:

  • Tap Find to select products from your item list, possibly using search and filtering. When you’ve marked all required items, tap Add and enter correct item quantities from the keyboard.
  • Enter the exact item name in the text field and tap the Add button next to it, then enter the correct ordered quantity from the keyboard.
  • Scan product barcodes, possibly multiple times to set the correct quantities. See Barcoding.

You can tap Hfo-calc.png to add a discount or select the sales tax if you charge it.

When you are finished, tap Save to create the sales receipt.

Reviewing and Editing Sales Receipts

In the web app

In the web app, existing sales receipts can be reviewed under Sales → Sales Transactions. This page lists existing sales transactions filtered by type, status and date. The default filter displays all transactions created within the week. If you can't find the records you are looking for, adjust the filter to narrow or broaden the search as needed (e.g. to display sales receipts from the last 30 days). Text search is available by transaction number and site.

Sales transactions being listed in the web app

To view a sales receipt, click on the corresponding row of the list.

More operations are available from the Action menu. You can access it by clicking Hfo-dropdown.png in the Action column of the transactions list, or by clicking Hfo-button-three-dots.png on the invoice view page. This menu allows the following operations:

  • Print the sales receipt.
  • Edit the sales receipt.
  • Clone (create a new sales receipt with exactly the same contents).
  • Delete the sales receipt.

Some of these actions may be forbidden, depending on the receipt status.

You can print out a list of some or all receipts showing on this page. Use the checkboxes in the leftmost column to mark the receipts you want to include on the printed list, then click Print List.

In the mobile app

The Sales Receipts screen of the mobile app

To bring up a list of existing sales receipts for a given customer, highlight the customer in the Customer Center and tap Sales Receipts.

Here you can highlight a sales receipt and tap Edit in order to see its details, edit them and change what items are on the receipt. See Creating a Sales Receipt for details on how to add items to the transaction.

To remove an item from the sales receipt, touch and hold on its name in the list until a menu shows up, then tap Delete.

When you are finished, tap Save to apply your changes, or press the Back button on the device to leave without saving.

Printing a Sales Receipt

In the web app

To print an sales receipt from the web app, go to Sales → Sales Transactions and find the desired receipt (possibly using search and filtering), then click Hfo-dropdown.png and select Print. Alternatively, you can click on the receipt itself to view it, and then click the Print button.

In the mobile app

In the mobile app, existing sales receipt can be printed out from the Sales Receipts screen (see above).

Highlight a sales receipt on the list, then tap Mobile-menu.png and select Print from the menu. This will generate a print preview, which can be sent to your printer, emailed, faxed or saved as a picture.

Sales Receipt Numbers

If you'd like to change how reference numbers look for sales receipts, see Transaction Numbering.