Create the recap invoice for cash register closure – Academy

The recap invoice for cash register closures is used to consolidate all sales made during a period into a single invoice, simplifying administrative and accounting management. This provides better control over daily revenues, facilitates reconciliation with payment methods, and reduces the number of individual invoices to manage.

In Stockagile, this functionality is beneficial because it automates the process, saves time, minimizes errors, and ensures that records are accurate and aligned with fiscal obligations. Additionally, centralizing this task in Stockagile allows for the integration of invoicing with inventory and accounting, optimizing business management.

Requirements to Create a Recap Invoice for Cash Register Closures

The user must have the role of OWNER, STORE MANAGER, or STORE SELLER. You can see the different role types in the section Create or Edit a User.
Previously close the cash register activity. You can see how to close the cash register activity in the section Close the Cash Register.

Steps to Create a Recap Invoice for Cash Register Closures

Go to the side menu and click the CLOSURES button within the STORES section.
Find and select the closed cash register activity for which you want to create the recap invoice.
Once inside, click on the "Actions" button located in the upper-right corner.
In the options, click on "Create Invoice," and it will be generated automatically using the billing configuration you previously set up.
An extra row will be added in the "Information" section where the invoice reference will appear in blue.
Clicking on it will automatically navigate you to the invoice.
In the closures list, you will see the reference and which closures have an associated invoice.