Reviewing, Editing and Printing Sales Receipts

Reviewing, Editing and Printing Sales Receipts

Reviewing and Editing Sales Receipts

 In the Web app

Sales transactions being listed 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. 

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 in the Action column of the transactions list. This menu allows the following operations:

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

 If you click on the Sales Receipt's Reference Number in the list, it will open the View Sales Receipt page. Once here, you can clone, or delete the sales receipt by clicking in the top-right corner of the screen.

 Please note that we do not recommend deleting transactions as it may affect the status of linked transactions.

You can print out a list of some or all receipts shown 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

 If your country is outside the US, it is necessary to choose tax for every item in the list. To do so, after adding the item to the sales order, tap it in the list → tap the tax name → select the necessary tax in the drop-down list → tap OK → Close

 In the Android app

The Sales Receipts screen of the Android 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. 


In the iOS app


The Sales Receipts screen of the iOS app

While in the Sales tab, tap the necessary customer in the Customer tab and tap Sales Receipts in the pop-up window. You will see a list of all sales receipts from this customer. Look in the list or search by the receipt number to locate the one you want. Once you’ve found the desired sales receipt, you can review or edit it by tapping it and pressing Edit. You can change order details, product quantities and rates, add or remove products from the receipt.

To remove an item, go to the Items tab, tap the item, then tap Delete in the pop-up window.

When you are finished, tap to apply your changes, or press the back button to leave without saving. 


Printing Sales Receipts

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).

In the Android app

Highlight a sales receipt on the list, then tap 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.

In the iOS app

Tap a sales receipt on the list, then tap the Print button in the pop-up window. You can also share the document as a pdf by tapping the Share button instead.
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