Rewaa allows you to access and manage invoices directly from the sales screen, enabling quick and seamless invoice lookup without exiting the sales register. This feature is particularly useful for users with cashier permissions to view and manage invoices effectively.
Accessing the Invoice List
Navigate to:
Sales and Customers > Point of Sale > Open Sales Register.
Open Invoice List:
Click on Invoice List to view all available invoices.
Search for Invoices
You can search for a specific invoice using the following criteria:
Invoice Number
Serial Number (for products tracked by serial numbers)
Customer Name
Product Name
Filter Search Results
Refine your search results using filters:
Date Range: Filter invoices by time period.
Receipt Type: Sales receipts, return receipts, or all.
Payment Method: Filter by available payment methods in the register.
Location: Filter by branches added to your platform.
Printing Invoices
Locate the invoice in the list.
Click on the three dots in the actions column.
Select Print, then follow the prompts to complete the printing process.
Returning Invoices
Search for the invoice by invoice number or customer name.
Click on the invoice to view its details.
Complete the return process by following the steps provided in the invoice details.
For detailed instructions on returning invoices, click here.
Paying Off Postpaid Invoices
Access the Invoice List:
Search for the invoice using the invoice number or customer name.
Process Payment:
Click on the three dots in the actions column.
Select Receive Debit and enter the amount paid by the customer.
Choose the payment method and click Pay to settle the invoice.
⚠️ Receipts are not issued when payment is received using this method. To generate a receipt, payments must be processed through the Customer List. For more details, click here.
FAQs
1. Can I view more than 10 invoices per page?
Yes, click on the page size field at the bottom of the screen and select up to 200 invoices per page. Navigate between pages using the page numbers or arrows.
2. What does "Reset" mean?
Reset clears all search and filter fields, displaying all invoices.
3. Why can’t I access the Invoice List in my user account?
The absence of the Invoice List indicates a lack of permission. Contact the main account holder to review your permissions.
4. Can I find all invoices containing a specific product purchased by the same customer?
Yes, enter the customer’s name in the customer field and the product name in the product field to list all relevant invoices.
5. Can I restrict user access to invoices in the sales screen?
Yes, go to:
Settings > Users > ⚙️ > Edit User.
Assign specific branches or locations accessible to the user.
In the User Permissions section:
Applications > Rewaa New POS > Disable "View All Location Invoices"
Click Save Custom User.