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[IMP] pos: update Invoices documentation
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‎content/applications/sales/point_of_sale/use.rst‎

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Registering customers is necessary to :ref:`collect their loyalty points and grant them rewards
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<pos/pricing/loyalty>`, automatically apply an :ref:`attributed pricelist
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<pos/pricing/pricelists>`, or :ref:`generate and print invoices <pos_invoices/invoices>`.
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<pos/pricing/pricelists>`, or :ref:`generate and print invoices <pos/invoices/invoices>`.
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To create customers from :ref:`the POS register <pos/use/open-register>`:
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‎content/applications/sales/point_of_sale/use/pos_invoices.rst‎

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.. _pos/invoices/invoices:
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========
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Invoices
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========
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.. _pos_invoices/invoices:
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Point of Sale allows you to issue and print invoices for :ref:`registered customers
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<pos/use/customers>` upon payment and retrieve all past invoiced orders.
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Point of Sale allows for :ref:`generating <pos/invoices/generate>` invoices for
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:ref:`registered customers <pos/use/customers>` upon payment, :ref:`retrieving
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<pos/invoices/retrieve>` all past invoiced orders, and :ref:`self scanning and downloading
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<pos/invoices/qr-codes>` an invoice from a QR code or URL.
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.. note::
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An invoice created in a POS creates an entry into the corresponding :ref:`accounting journal
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<cheat_sheet/journals>` :ref:`configured in the POS settings
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<pos_invoices/invoice_configuration>`.
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<cheat_sheet/journals>` :ref:`configured in the POS settings <pos/invoices/configuration>`.
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.. _pos_invoices/invoice_configuration:
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.. _pos/invoices/configuration:
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Configuration
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=============
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To define the default journals for a specific POS, go to the :ref:`POS' settings
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<pos/use/settings>`, scroll down to the :guilabel:`Accounting` section, and select the appropriate
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journals for :guilabel:`Orders` and :guilabel:`Invoices` under :guilabel:`Default Journals`.
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.. image:: pos_invoices/invoice-config.png
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:alt: accounting section in the POS settings
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:scale: 70 %
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To define the default journals for a specific POS, go to :menuselection:`Point of Sale -->
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Configuration --> Settings`, scroll down to the :guilabel:`Accounting` section, and select the
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appropriate journals for :guilabel:`Orders` and :guilabel:`Invoices` under :guilabel:`Default
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Journals`. To modify the selected default journal, click the :icon:`fa-arrow-right`
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(:guilabel:`Internal link`) icon.
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.. note::
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Specific journals can also be defined for each :doc:`payment method <../payment_methods>`.
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Invoice a customer
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.. seealso::
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:doc:`/applications/finance/accounting/get_started/journals`
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.. _pos/invoices/generate:
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Invoice generation
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==================
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To invoice a customer, first make sure a :ref:`customer is set <pos/use/customers>` for the order.
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Then, upon :ref:`processing the payment <pos/use/sell>`, click :guilabel:`Invoice` underneath the
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customer's name to issue an invoice for that order.
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To create and send an invoice to a customer from the :ref:`Orders overview <pos/use/orders>`, follow
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these steps:
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Select the payment method and click :guilabel:`Validate`. The invoice is automatically issued
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and ready to be downloaded and/or printed.
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#. Click the :guilabel:`Active` dropdown menu and select :guilabel:`Paid`.
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#. Select the relevant order and click :icon:`fa-file-pdf-o` :guilabel:`Invoice` above the numpad.
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#. Click :guilabel:`Ok` in the popover, then select or :ref:`create a customer <pos/use/customers>`.
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Retrieve invoices
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=================
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.. tip::
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To reprint the invoice, select the relevant order and click :icon:`fa-file-pdf-o`
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:guilabel:`Reprint Invoice` above the numpad.
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To retrieve the invoice of a POS order, follow these steps:
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.. note::
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To issue an invoice from the backend, go to :menuselection:`Point of Sale --> Orders --> Orders`,
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select the relevant order, add a customer in the :guilabel:`Customer` field, then click
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:guilabel:`Invoice`.
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#. Go to :menuselection:`Point of Sale --> Orders --> Orders`.
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#. Click the relevant invoiced order in the list.
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#. On the order form, click the :guilabel:`Invoice` smart button.
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To create and send an invoice to a customer on the :ref:`Payment <pos/use/sell>` screen, follow
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these steps:
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#. Enable :icon:`fa-file-text-o` :guilabel:`Invoice`.
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#. Click :icon:`fa-user` :guilabel:`Customer` and select or :ref:`create a customer
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<pos/use/customers>`.
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#. Select a :doc:`payment method <../payment_methods>` and click :guilabel:`Validate`.
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The invoice is automatically issued and downloaded. To simultaneously send the receipt and the
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invoice from the :ref:`Receipt <pos/configuration/receipts>` screen, click the
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:icon:`fa-paper-plane` (:guilabel:`send`) button next to the customer's email address.
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.. tip::
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Alternatively, :ref:`assign a customer to an order <pos/use/customers>` from the POS register
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to issue the invoice upon payment.
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To generate a single global invoice for all orders linked to the same customer that are not yet
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invoiced (i.e., invoices with an :guilabel:`Invoice Status` set to :guilabel:`To Invoice`), follow
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these steps:
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#. Go to :menuselection:`Point of Sale --> Orders --> Customers`.
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#. Click the customer's :guilabel:`Name`.
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#. Click the :icon:`fa-shopping-bag` (:guilabel:`PoS Orders`) smart button on the customer form.
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#. Select the relevant orders, click :guilabel:`Create Invoices`, then :guilabel:`Create`.
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.. tip::
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- Invoiced orders have the :guilabel:`Fully Invoiced` :guilabel:`Invoice Status`.
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- You can filter the list of orders to only display invoiced orders in the list: click the search
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bar and select the :guilabel:`Invoiced` filter.
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Alternatively, go to :menuselection:`Point of Sale --> Orders --> Orders`, select the relevant
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orders, click :guilabel:`Create Invoices`, then :guilabel:`Create`.
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QR codes to generate invoices
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=============================
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.. seealso::
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`Receipts and Invoices (video tutorial) <https://youtu.be/w_DKgHcIV0U?si=Gnf6untzAz2zvNku>`_
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Customers can also request an invoice by scanning the QR code printed on their receipt. Upon
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scanning, they must fill in a form with their billing information and click :guilabel:`Get my
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invoice`. The invoice is then generated and available for download and the order's status is
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updated to :guilabel:`Fully invoiced`.
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.. _pos/invoices/retrieve:
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To use this feature, enable QR codes on receipts by going to :menuselection:`Point of Sale -->
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Configuration --> Settings`. Then, select the POS in the :guilabel:`Point of Sale` field, scroll
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down to the :guilabel:`Bills & Receipts` section, and enable :guilabel:`Use QR code on ticket`.
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Invoice retrieval
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=================
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Retrieving invoices is useful for customer requests and accounting purposes, for example. To view,
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download, reprint, or send past transactions, follow these steps:
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#. Go to :menuselection:`Point of Sale --> Orders --> Orders`.
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#. Click the relevant order in the list.
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#. Click the :guilabel:`Invoice` smart button on the order form to access the invoice.
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#. Click the following buttons to manage the invoice:
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- :guilabel:`Send`: Send or resend the invoice.
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- :guilabel:`Print`: Open the browser's print function or download the invoice.
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- :guilabel:`Preview`: Preview and download the invoice.
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- :guilabel:`Credit Note`: Issue a :ref:`credit note <accounting/credit_notes/issue-credit-note>`
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to a customer.
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- :guilabel:`Reset to Draft`: Reset the invoice to draft if changes are needed.
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.. seealso::
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:doc:`/applications/finance/accounting/customer_invoices`
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.. _pos/invoices/qr-codes:
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Invoice generation via QR codes
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===============================
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To allow customers to request an invoice by scanning a QR code printed on their :ref:`receipt
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<pos/configuration/receipts>`, follow these steps:
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#. Go to :menuselection:`Point of Sale --> Configuration --> Settings`.
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#. Scroll down to the :guilabel:`Bills & Receipts` section.
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#. Enable the :guilabel:`Self-service invoicing` setting.
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#. Set the :guilabel:`Print` field to :guilabel:`QR code`, :guilabel:`URL`, or :guilabel:`QR code +
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URL` to determine how customers can access their invoice (e.g., by scanning the QR code or by
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typing the URL in a browser).
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Upon scanning the QR code or typing the URL in a browser, customers must fill in a form with the
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information on the receipt (i.e., the :guilabel:`Ticket Number`, :guilabel:`Date`, and
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:guilabel:`Unique code`), then click :guilabel:`Request Invoice`. Additionally, customers must enter
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their billing information or sign in and click :guilabel:`Get my invoice`. The invoice is then
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generated and available for download, and the order status in the :guilabel:`Orders` view is updated
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to :guilabel:`Fully Invoiced`.

‎content/applications/sales/point_of_sale/use/pos_invoices/invoice-config.png‎

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‎content/applications/sales/point_of_sale/use/receipts.rst‎

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| - The complete order, discounts, prices, and used | |
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| payment methods | |
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| - Optionally, a QR code or URL link for customers to | |
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| generate :doc:`invoices <pos_invoices>` | |
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| generate :ref:`invoices <pos/invoices/qr-codes>` | |
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+----------------------------------------------------------+---------------------------------+
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.. _pos/configuration/receipt-configuration:
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- :ref:`pos/restaurant/bills`
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- :doc:`pos_invoices`
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- :doc:`../hardware_network/receipt_printers`
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- `Receipts and Invoices (video tutorial) <https://youtu.be/w_DKgHcIV0U?si=Gnf6untzAz2zvNku>`_
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.. _pos/configuration/receipt-reprint:
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