Some of the screens, themes and periods and tax percentages, for Point-of-Sales, is not in line with the rest of the documentation. 

While processing POS Invoices, a cashier may need to process other Invoices, Credit notes, etc.

Processing an Invoice during a Point-of-Sale invoice shift

The following options are available to process Documents from the “Point-of-Sale invoice entry” screen:

1.Invoicing icon - This will launch the “Document entry” – Invoice document type list screen.

pos-invoice-process-document-entry

2.Float movementsF8:FloatDocuments button:

a)Into the drawer – This will launch the “Document entry” – Invoice document type list screen.  

pos-invoice-process-document-entry-float-in

b)Out of the drawer - This will launch the “Document entry” – Purchase document type list screen. 

pos-invoice-process-document-entry-float-out

All POS Invoices processed during the POS shift, will be listed as “Unposted” in the “Document entry” screen. 

All POS Invoices processed in previous closed shifts, will be listed as “Posted” in the “Document entry” screen. 


Processing a credit note during a Point-of-Sale invoice shift

To convert a POS Invoice to a Credit note:

1.Click on the Invoicing button on the “Point-of-Sale invoice entry” screen:

2.Select the POS Invoice on the “Document entry” - Invoice screen.

3.Right click on the selected POS Invoice and select the “Convert to credit note / supplier return” option.

pos-invoice-process-document-credit-note 

4.A confirmation message “Do you wish to continue?” will be displayed. Click on the OK button. 

5.Select the “Credit note” document type.

6. Select the Credit note and click on the Edit button (or double-click).

pos-invoice-process-document-credit-note-edit

Check in the third line of the “Message” field that the correct POS Invoice number is selected. 

7.All the items (and comments) as per original POS invoice is listed. 

8.Edit the items in the credit note. 

All items returned – Leave the Credit note as is.

A specific item(s) returned – Delete the item. 

If some items are returned (for example, if the quantity is 2, change the quantity to 1.

Delete or edit the comments. 

9.Click on the OK button and print the credit note. Hand the printed credit note to the customer.