Introduction
This article will show you how to create and print invoices. The easiest way to create an invoice is by doing it directly through the POSweb. Follow the instruction below.
Instruction
How to create Invoices in POSweb?
1. Open Pos Web and search (1) for a member who asks for an invoice.
2. Go to the “Payments” (2) tab and choose transactions you want to be on the invoice (3).
3. If there is no option to choose a checkbox with the transaction it means the invoice is already created.
4. Click “Print invoice” (4) and the system will transfer you to the PGM to invoicing module (5).
5. Here you can find all information about invoice like:
- Seller
- Address
- Tax identification number
- Bank account
- Invoice date
- Sell date
- Location
- Club
- Buyer information – from this place you can change, edit or add new buyer
Below you can see chosen transactions with further options:
- Add position – you can add manually transaction which is not in the system
- Add position from the transaction – works the same as creating invoice directly from Pos Web by choosing desired transactions
- Add transaction from receipt – by searching for desired receipt date and number you can add all transactions to invoice directly from receipt
6. In the last part (6) you can see payment types and methods, all information fill automatically based on information from transactions. Information about employees authorized to create an invoice and comment section with a number of receipts and dates (editable).
- Pencil tool – edit option (visibility can be regulated in permissions)
- O – print original invoice
- K – print copy of invoice
- D – print duplicate invoice
- Invoice correction tool
- Trashcan – delete invoice (visibility can be regulated in permissions)
7. If you are all done click the “Save” (7) button.
8. Now you can print the invoice.