How to review and issue sales invoices and return invoices

The sales invoices list enables you to manage all sales invoices and return invoices issued from the Rewaa platform or the online store. In this article, you will learn about all the available options.

#Accessing Sales Invoices

1. Go to Sales and Customers > Sales Invoices.

2. All sales invoices and return invoices from all points of sale appear.

#Searching for Sales Invoices and Return Invoices

• Search for the invoice using the invoice number.

#Filtering the Sales Invoices and Return Invoices List

1. Click on Filter, and choose the required data:

   • Location (branch).

   • Payment method.

   • Customer name.

   • Channel (points of sale "Rewaa Cashier" Salla, Zid).

   • Sale type (sale, return).

   • Date.

2. Click on "Apply."

#Printing or Saving Sales Invoices and Return Invoices as PDF

1. Click on the 🖨️ icon.

2. Invoice details appear, click on "Preview Invoice."

3. In the print window:

• For printing: Choose the printer name and click on "Print."

• For saving: Choose Save as PDF file format, then click on "Save."

#Exporting Sales Invoices and Return Invoices to an (Excel) File

• Click on "Export."

• Choose (xlsx).

• An (Excel) file with all the invoices you have is downloaded.

#Customizing Columns

1. Click on the table icon located at the top left of the table.

2. Check (✔) the data you want to display.

   Such as: date, location, payment method, customer, channel, sale type, invoice value, amount paid.

ℹ️ Click on the scrollbar located below the table to see all columns.

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#Frequently Asked Questions

1- Can I change the format of online store order invoices to thermal invoices?

No, online store invoices are fixed at A4 size.

2- Some sales invoices appear without the customer's name, what is the reason?

It means that the customer's name was not selected when issuing the invoice.

3- Can I export sales invoices for a specific branch during a specified period?

Yes, you can, specify the desired branch and time period, click on export all, an (Excel) file is exported according to the specified data.

4- Can I know the summary of sales invoices?

Yes, you can, go to Reports > Sales > Sales Report for Each Invoice.

5- Can I access sales invoices through the sales screen?

Yes, you can, for more details, click here.

6- Can I export only sales invoices without return invoices (or vice versa)?

Yes, you can, click on the (Invoice Type) field, choose the appropriate invoice type, click on export all. An Excel file containing the invoices is downloaded according to the type you selected.