Prerequisite
The invoice overview displays automatically generated invoices. Invoices are only created when automatic invoice generation is enabled in the Settings.
If invoice generation is not active, a notice bar is displayed:
"Automatic invoice generation is not enabled. No new invoices will be created. You can change this in the voucher settings."
When is an invoice created?
-
An invoice is automatically generated for every paid voucher purchase (voucher card).
-
During a CSV import: an invoice is created for each imported voucher card code. Exception: if a Receipt ID or Register ID is provided, no invoice is created (since the voucher was already billed through the POS system).
-
For discount cards, no invoices are created.
The invoice list
Columns
|
Column |
Description |
|---|---|
|
Invoice number |
The sequential invoice number (e.g. |
|
Date |
The invoice date |
|
Customer |
Name and email address of the customer |
|
Amount |
Invoice amount in euros |
|
Status |
Current payment status |
|
|
Button to download the invoice as a PDF |
Status display
|
Status |
Colour |
Meaning |
|---|---|---|
|
Paid |
Green |
The invoice has been paid |
|
Pending |
Orange |
Payment is still outstanding |
|
Cancelled |
Red |
The invoice has been cancelled |
Cancelled invoices are additionally marked with a cancellation icon and highlighted in colour.
Search
Use the search field to search for invoices. You can search by the following criteria:
-
Invoice number
-
Customer name
-
Voucher code
Download invoice
Click the PDF icon in the last column to download an invoice as a PDF. A loading icon is displayed during the download.
Pagination
If there are more invoices than fit on one page, you can use the Back and Next buttons to browse through the pages.