Invoice

[maozen]

It's possible to create an invoice with customer data starting from one order in a-la-carte department?

Sometimes people who owns company or work by themself ask to pay the bill with an invoice.
i will need to insert, print (and maybe store) the following data :

Name and Family Name or Company name
full address (Street, City, zip code, country)
Partita IVA or Codice Fiscale (V.A.T. Number)

I've try to play with actions and rules but i can't find nothing usefull for my level of knowledge of the software.
I'm still using 2.95

I would like to start use samba from the first of june....
Hope to have the time to solve everything in time!!
Thanks!!

[emre]

You can use Customer Note area for additional info and print that with {ACC NOTE} value template.

Additionally you can create an additional button for printing invoice by creating a new manual print job, giving a button header, choosing the printer template and printer for invoice printing. Including it in Terminals > Print Jobs list should display that button under "Print Bill" button.

[spanky]

I managed to create a template for an invoice!
That suits my esegenze.
if you want I can explain how.

[maozen]

You can use Customer Note area for additional info and print that with {ACC NOTE} value template.

Additionally you can create an additional button for printing invoice by creating a new manual print job, giving a button header, choosing the printer template and printer for invoice printing. Including it in Terminals > Print Jobs list should display that button under "Print Bill" button.

hi emre,
i've alredy done the print button that was easy!
My problem it's how to connect an a-la-carte bill with a customer account, then print the invoice and settle the bill.
Thanks
Mao

[maozen]

I managed to create a template for an invoice!
That suits my esegenze.
if you want I can explain how.

Hi Spanky,
Can you explain how create the template ?
I think  could be usefull for all italian users, if there's someone else....
Thanks
Mao

[spanky]

This is the template that attialmente use in my restaurant.
As you can see I've adapted to my needs.
In the notes I enter the invoice number, can i do but wanting to automatically create a new numerator.
The part of the local data would be erased.
Sleep there are those of the client name, address, VAT number.
You do not have to do is creae a new print job and give permission to the department, a new template ... Good Job

[maozen]

Thanks for the template but i don't know how i can put some value in :
ACC NAME
ACC ADDRESS
ACC NOTE

while i've a bill on a table and i just need to print an invoice.
Thanks
MAO

[spanky]

Copy and paste the fields on the right side of tempalte

[maozen]

Copy and paste the fields on the right side of tempalte

The problem is not how write the field name in the template but how put data in that fields.

When i'm on the table screen and i need to solve the ticket printing an invoice, how i can put value in the customer field if i'm using a-la-carte setting for the department?
I will need to open the same mask used in delivery department (or something similar) fill the customer data and then print the invoice.
is this possible?
Thanks
MAO

[spanky]

You must create a new job called invoice
give permission to the department to use that print job,
create a print model with the parameters that I have published,
Without this you will have a new button called invoice
selections or customer and you're done!

[maozen]

You must create a new job called invoice
give permission to the department to use that print job,
create a print model with the parameters that I have published,
Without this you will have a new button called invoice
selections or customer and you're done!

Hi Spanky,
I already have a button a template and a print job assigned to a department, i've tryed to add the field you suggest but i can't assign a value to them ?

This is the HEAD TEMPLATE of my INVOICE TEMPLATE :

<T>INVOICE
<L00>Date:{TICKET DATE}
<L00>Time:{TIME}
<L00>Table No:{TABLE}
<L00>Ticket No:{TICKET NO}
<F>-
{NOTE}
{ACC NAME}
{ACC ADDRESS}
{ACC NOTE}
--------------------------------------------

The red part is printed correctly while the rest is not printed at all..... (i think because fields are empty)

the only thing printed is  {ACC NOTE} that is litterally printed like any text inserted in the template.

How you assign a value to this fields or create a new customer while you are printing a bill ?

This is the only part i miss
Thanks
MAO

[spanky]

whenever you make a sale you have to select a customer, otherwise those fields remain empty.

[maozen]

Thank to an old Emre post i've got the missing part.

Hello Jenem. When there is no customer in your database SambaPOS will not display (select customer) button. After creating customers SambaPOS will display that button but on first customer creation you'll need to logoff, login once to refresh screens.

To have the selct customer button enabled you must first add at least one customer
from MANAGE>CUSTOMERS>CUSTOMER LIS>ADD CUSTOMER
Till you don't do that will be impossible to select a customer account for a table.

After done this could be possible to use CUSTOMER fields in the printer template and print it.

[spanky]

Obviously you had to first create the client.
As for the invoice number, I do as I do by putting the number in the notes, or alternatively you may create a new numerator and assign to the print job.