Invoicing

In IncoPOS, invoicing and receipt issuance are integrated processes that allow businesses to manage their sales professionally, whether they operate in a store, factory, or warehouse. The software offers flexibility through automation and support for multiple languages and currencies.

Here is a detailed description of these functions:

1. Invoicing (Issuing Invoices)

Invoicing in IncoPOS usually takes place after a completed sale, but the system also allows for more complex scenarios:

• Issuing an invoice from a sale: In the menu “Operations” > “Invoicing” > “Issue Invoice,” previously completed sales can be selected.

•Combining sales: One of the main advantages is the ability to combine multiple sales to the same partner into a single consolidated invoice (for example, at the end of the month). When combining, identical items can be summed into a single line for a clearer document.

•Advance invoices: IncoPOS supports issuing advance invoices. The process includes creating an item called “Advance Payment” (type of service) and upon final sale, adding an item “Advance Deduction” defined as a “discount” which allows entering a negative amount.

•Localization and international invoices: The system allows issuing invoices in different languages and in different currencies via the use of templates and presets. Partner details and product names can be pre-translated in the item and partner nomenclatures.

•Automation:A setting can be enabled for automatic invoicing immediately after each sale, saving time in high-traffic locations.

2. Issuing Receipts

Issuing receipts (fiscal receipts) is closely related to the hardware configuration of the location:

• Device integration: IncoPOS supports a wide range of fiscal and non-fiscal printers (such as Datecs, Daisy, etc.), with drivers built directly into the software.

•Payment-type settings: For each payment type (cash, card, bank transfer), it can be specified whether the system should print a receipt. For example, “cash” payments automatically trigger the fiscal printer, while for “bank transfer” this option is usually disabled to avoid duplicating turnover.

•Mobile Van and Route sales: Through the Android application, mobile sales representatives or waiters can issue receipts on-site by connecting to mobile fiscal devices via Bluetooth or network.

3.Reporting and Control

In addition to issuing individual documents, IncoPOS also manages fiscal reporting:

• Z and X reports: Directly through the sales interface (especially via the touchscreen), quick buttons can be configured to run an X-report (intermediate report) and a Z-report (daily financial report with reset).

• Operator and manager reports: The system allows reports on the turnover of a specific user for their shift, making cash register reconciliation easier.

•Cash in / Cash out operations: Functions are available for registering money added to the cash register (for example, for change) or withdrawn (for payments to suppliers), which are reflected in the fiscal device.

Through IncoCloud, all issued invoices and registered payments are synchronized in the cloud, allowing managers and accountants to access real-time information from anywhere.

Try IncoPOS Invoicing for free: