The Sales Invoices section in the Rewaa platform allows you to track all sales invoices and returns from various sales channels (Rewaa POS, linked e-commerce platforms such as Salla, Zid). This feature enables you to view invoice details, receive outstanding payments from customers, export invoices to an Excel file, and more. Below is a guide on how to access and manage the sales invoices section.
Accessing the Sales Invoices Section
Navigate to:
Sales & Customers > Sales Invoices
Here, you’ll find all sales invoices and returns from all sales channels.
To view the details of a specific invoice, enter the invoice number in the search field or select it from the list.
Click the invoice to view its details.
To print an invoice, click Preview Invoice, select the printer, and then click Print.
Searching for Invoices
You can search for an invoice using the invoice number or by filtering the invoice list based on:
Date: Specify a time period.
Payment Method: Select from available payment methods.
Location: Choose a specific branch.
Channel: Filter by sales channels (e.g., Rewaa POS, Salla, Zid).
Sell Type: Select sale, return, or all invoices.
Receive Debit from Customers
To receive debit payments:
Search for the invoice number.
Click on the three dots in the Actions column.
Select Receive Debit.
Enter the amount in the Payment field, choose the payment method, and click Receive.
A Receipt Voucher will be generated automatically, which you can print or save as a PDF.
⚠️ Receipt Vouchers are generated only at the time of receiving payments and cannot be retrieved later from the platform.
Exporting Sales and Return Invoices to Excel
To export invoices:
Click Export All in the invoice list.
An Excel file containing all invoices will be downloaded to your device.
FAQs
1. Can I save an invoice or receipt voucher as a PDF?
Yes, select the destination as Save as PDF, and click Save.
2. Where can I find the debit amount on the invoice?
The debit amount is displayed at the bottom of the invoice. Upon payment, the payment method used is also shown.
3. Can I change the format of e-commerce invoices to thermal receipts?
No, e-commerce invoices are in A4 format and cannot be changed to thermal receipts.
4. Why do some invoices lack customer names?
This occurs if the customer’s name wasn’t added during the sale. Learn more about adding customer names here.
5. Can I restrict user access to invoices for specific branches only?
Yes:
Go to Settings > Users > ⚙️> Edit User.
Select branches the user can access.
Go to User Permissions > Click on Sales Invoices, E-commerce, and Customers > Enable all options in the invoice list and invoice details.
Click Save Custom User.
6. Can I export invoices for a specific branch within a certain time frame?
Yes:
Select the branch and time frame.
Click Export All to download the filtered data as an Excel file.
7. Can I export invoices issued within a specific time on a given day?
Yes:
Use the Date field to select the specific day.
Choose a time frame and click Apply.
The filtered invoices will appear, and you can export them.
8. Is there a report summarizing invoices that can be exported to Excel?
Yes, go to:
Reports > Sales > Sales by Invoice.
Filter data by date and time, invoice number, or location.
Click "Export" and choose (XLSX).
9. Can I restrict user permissions to view invoices without exporting them?
Yes:
Go to Settings > Users > ⚙️> Edit User.
In User Permissions, activate Read Invoice List and Read Invoice Details.
Click Save User Data.