Creating Sales Receipts

Creating Sales Receipts

Creating a Sales Receipt

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

 In the Web app

New Sales Receipt page in the Web app

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

You can add products and services to sales receipts by selecting the desired items 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 Scanning Barcodes).

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

 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


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 Scanning Barcodes.

 if your item is tracked, you can add Serial or Lot numbers. 

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

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


In the iOS app



To create a new sales receipt, tap the Sales tab at the bottom of the screen, then select the Customers tab. Tap the necessary customer in the list. In the pop-up window, tap Sales Receipts. Tap the  button to create a new sales receipt. To add items to the list, switch to the Items tab. There are several ways to add items:
  • Type in the unique name of the item in the Look for Name field and tap the  button to add the item straight to the list.
  • Tap the  button to open the Add Item screen. You can scroll through the list and select several items at once. It is possible to filter the items by typing the keywords in the Look for field and selecting the desired category (All fields, Name, Description, SKU, Category). Tap Add when you are finished to add items to the sales order.
  • Scan the item's barcode with the rear camera. To do so, tap . Alternatively, scan the item's barcode with the connected Bluetooth scanner. If the item is already on the list, each correct scanning of its barcode will increment the Qty value.
 if your item is tracked, you can add Serial or Lot numbers. 

You can tap to add a discount or select the sales tax if you charge it.
When you are finished, tap to apply your changes, or press the back button to leave without saving.

Sales Receipt Numbers

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



 

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