It is probable that a customer, instead of asking for the sales receipt, asks you for the respective invoice, with the detail of their billing information. From Stockagile, you can create the invoice of a store sale, or an invoice of several store sales, in a totally automatic way.
Requirements to create an invoice for a sale:
It is important to have the customer created and associated to the sale in question, so that its data appear in the invoice generated later. You can see how to create a customer in Create a new customer.
Steps to create an invoice for a sale:
Go to the side menu and enter the SALES section, located within the RETAIL module.
If you click on the three dashes, located next to the sales search engine, some filters appear that can help us to find the transaction for which you want to create the respective invoice. You also have a sales search engine as such, which will be very useful if you already know the reference code of the sale or the client's name.
When you find the sale code, click on it and a pop-up will appear with all the information of the sale.
At the bottom, there are a series of icons; once the customer is associated to the sale, you must click on the 3rd logo, starting from the right (if you put the mouse over it without clicking, the program indicates that it is the "Generate Invoice" button).
It is essential that the customer associated with the sale has the following data stored in his file:
Name and surname or legal name
TAX ID
Address
City
Country
Zip Code
As soon as the invoice is generated, you have the possibility to print it or send it to the customer's email. You will see the associated invoice, in the same pop-up of the sale.
Step 6: Sale with already generated/associated invoice
In case that you make a mistake with some data of the client or of the sale, at the time of generating an invoice, you can modify it acceding to the invoice and following the steps of the rectificative invoices section in How to create an invoice.
Steps to create a single invoice for several sales (same customer):
Once the sales for which you want to generate a single invoice have been created, you go to the list of sales, select them and click on the "Generate invoice" icon, located at the top right of the screen.
When you click on "Generate invoice", a pop-up window opens indicating that the invoice in question has been generated and indicating its code (by clicking on the code, you can directly access the invoice; section INVOICES of the INVOICING module).
Step 1: Selection of invoices and icon to generate them, "Generate invoice".
Step 1: Pop-up "Invoice generation".