Steps
- Open the list. In the sidebar, open Sell and click All Sales.
- Filter. Open Filters and set Business Location, Customer, Payment Status (Paid, Due, Partial, Overdue), Date Range, User, Sales Commission Agent, Service staff or Shipping Status. Tick Subscriptions to see recurring invoices only. Click Search.
- Search quickly. Type an invoice number or customer in the table search (Invoice no, customer... searches all dates).
- Read the columns. Invoice No., Date, Customer name, Contact Number, Location, Payment status, Payment Method, Total amount, Total paid, Sell Due, Sell Return Due, Shipping Status, Total Items and more. Badges on the invoice number mark subscriptions and sales with returned items.
- Open a sale. Click View on the row to open the invoice page, Invoice #N, with the products, totals, payments and activity history.
- Act on it. Use Add payment, View Payments, Sell Return or Edit at the top. The Actions menu has Print Invoice, Download Invoice (PDF), Download Packing Slip (PDF), Packing Slip, Edit Shipping, Duplicate Sell, New Sale Notification and Delete.
- Export the list. Use CSV, Excel, Print, Columns or PDF above the table to export the sales you filtered.
What you can do from the invoice page
Duplicate Sell copies the sale into a new invoice, useful for a repeat order. Edit Shipping changes the shipping status, address and delivered-to details without editing the sale. New Sale Notification sends the customer an email, SMS or WhatsApp message from your New Sale template, which can include a link to the invoice.
Which buttons you see depends on your role: payments need the sell payments permission, returns need sell return access, and Edit needs permission to update sales.
Frequently asked questions
How do I reprint an old invoice?
Find the sale in Sell > All Sales using the filters or the table search, click View, then choose Print Invoice from the Actions menu. You can also download the invoice as a PDF from the same menu when PDF downloads are turned on.
Do sales from the SeroPOS app appear in All Sales?
Yes. Till sales sync to the back office and appear in All Sales with the rest, so you can filter, open, print or return them here.
How do I see only unpaid invoices?
Set Payment Status to Due, or Overdue for invoices past their pay term, and click Search. Partial shows invoices with some payment received.