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Consult the cash receipts

A cash receipt is not born in Sales: it is rung at the counter, in the Cash register module. The Sales module reads it, closes it, draws an invoice out of it or cancels it. This guide walks through what it shows of one and what it allows on one.

Prerequisites

  • The SALES.CASH_RECEIPT.READ right to read the receipts, SALES.CASH_RECEIPT.WRITE to act on one
  • The SALES.INVOICE.READ right to read back the invoice a receipt gives birth to
  • Receipts rung at the counter (see Cash register and its how-to guides)

Steps

1. Browse the receipts

In the menu, Sales › Cash receipts. Every row tells the Cash receipt, its Date, its Point of sale, its Customer, its Cashier, its Status, its Total with taxes, what is Paid and what is Left to pay.

Five boxes narrow the list: Filter, search the receipts, Status, From, To and Customer. What you set there holds in the address of the page.

Show opens the record of the receipt; Cancel cancels it straight from the row, under the same rule as the record and for a profile the module lets write a receipt.

No receipt is created here

The screen offers no new receipt: selling at the counter belongs to the Cash register, and this list shows the receipts alone, never the purchase orders rung elsewhere.

2. Read the record

The record opens on the reference of the receipt, with the name of the buyer and its status as a subtitle, then lines up its Status, its Date, its Cashier, its Customer, its Beneficiary, its Performer and its Point of sale.

A party the counter did not name reads Anonymous customer; a pencil stands beside the ones a contact stands behind, and reopens the record of that contact (see Create a customer).

3. Read the lines and the totals

The items follow — Item, Description, Qty, Unit price, Untaxed amount, Discount, Net commercial, Taxes, Total with taxes — with neither Add a line nor Edit: what the till rang is not rewritten in Sales.

The record closes on the Untaxed amount, the Taxes, the Total with taxes, the Paid amount and what is Left to pay, then on the Settlements the receipt carries — Reference, Payment date, Object, Mode, Status, Allocated amount — each of which Open leads to.

A receipt is not cashed from Sales

The record reads the settlements of the receipt; it offers neither Cash nor Refund, unlike the record of a purchase order or of an invoice. A receipt is paid at the counter. What you can do here is open one of its settlements and print it on the 80mm roll.

4. Close, invoice, cancel

Three buttons stand at the top of the record, each under its own rule, and all of them reserved to a profile the module lets write a receipt:

  • Close — while the point of sale holds the receipt open;
  • Generate the invoice — once the receipt is closed, and while no invoice came out of it;
  • Cancel — on an open or closed receipt; one converted into an order or already cancelled is no longer cancelled.

Each of them asks for confirmation before acting, and the record is read again afterwards. The invoice it gives birth to joins Sales › Invoices and behaves like the others (see Generate an invoice).

5. Know what is driven from the Cash register

A receipt sold on credit becomes a purchase order: that conversion belongs to the Cash register and is not offered here. A converted receipt is read in this list, with its status, and nothing else is offered on it.

Printing the receipt itself is not offered

The module publishes the receipt of a settlement, not that of a ticket: the record of a receipt therefore carries no Print button. For a paper trace, print the receipt of the settlement, or the invoice once it is generated.

What next?

Changelog

  • 1.0 (August 27, 2026): document created.