Save the bill
- Press Sales/Print
- Type a note if you want one
- Choose how to save
- See the result
A second press of the button while the first is working is ignored, so a bill is never saved twice.
What the save does
In one step the system gives the bill its next number, records it as a sales invoice in Penahak Accounting, takes the goods out of the shop's stock, adds loyalty points and uses up gift card balance when they were part of the bill. The date and time of the bill are the system's date and time, not the till computer's. The payments reach the books a moment later (When the payments reach the books); with the company's IRD setting on, the bill is queued to the IRD (IRD-ready invoicing at the till).
If the screen refuses, nothing is saved: fix what the message says and press Sales/Print again (Messages you may see).
| Area | Change |
|---|---|
| Invoice and IRD | A sales invoice with the next number of the branch's series, dated now. With the company's IRD setting on, it is queued to the IRD (IRD-ready invoicing at the till) |
| Customer | A walk-in bill goes to the walk-in account and is paid at once. A named customer's bill goes to their account; anything not paid stays owed (Sell on credit to a named customer) |
| Cash and bank | A moment later each payment line is recorded in Accounting: a receipt for cash and for each bank, the gift card account for a gift card (When the payments reach the books) |
| Stock | The goods leave the branch's default warehouse at once (Quantities, units and the stock limit) |
| Loyalty and gift card | Points spent are taken off and points earned are added; a gift card's balance is used (Spend points on a bill: the loyalty adjustment policy, Sell a gift card and pay with one) |
| Cash drawer | The cash taken, less the change, counts toward your hand over (Hand over the cash at the end) |
Common questions
The bill saved but the receipt did not print.
The bill is safe. Check the printer, then Reprint bill with the bill number (Print the receipt and reprint a bill).
I saved by mistake.
A saved bill cannot be changed or deleted at the till. A mistake is corrected by a sales return (Sales return: take goods back) or, for an unpaid bill, by the accountant in Accounting.
Which date is on the bill?
The system's date and time at the moment you save.
Can I save a bill when the connection to Penahak is down?
No. A bill is saved only when the till reaches Penahak. If the save fails, the screen shows the error and the bill stays on the screen, so it does not have to be typed again.