Find and Work With Invoices

🧾 Find and Work With Invoices

Search, filter and page through every invoice, then use More to preview, reprint, or attach a customer to any invoice.

📝 Steps

1. Open MANAGEMENT → Invoices.
2. Type in the search box to find an invoice by the last digits of the receipt number, the amount, the customer name, or the phone number (name and phone match fuzzy).
3. Use the All Status dropdown to filter by Open, On Hold, Paying, Paid, Void, or Pay At Counter.
4. Use the date picker to filter by paid date.
5. Use the up and down arrow buttons at the bottom right to move between pages (8 invoices per page).
6. Tap More on a row to open that invoice's Functions dialog.

📝 Row actions

1. Tap View Receipt to preview the receipt on screen.
2. Tap Reprint to reprint the receipt.
3. Tap Last Kitchen Slip to reprint the last kitchen slip for that invoice.
4. Tap Print Complete Order List to print the full order docket.
5. Tap Add Customer to attach a customer to an invoice that has none yet; the button is disabled once a customer is already attached.

💡 Tip: The invoice list refreshes automatically every few seconds. The same Functions dialog also has Add Sales Person and Order Timeline for more invoice details.