Robeeta POS - User Manual

Robeeta POS - User Manual

Add Invoice


How to Add a New Invoice

From the menu, go to Manage Invoice and click Add Invoice to start a new invoice.

  1. Add Customer (Mandatory)

    • Enter the customer’s mobile number in the search box and click Search.

    • If the customer is new, you can add their details before proceeding.

  2. Select Branch & Employee (Mandatory)

    • Branch – Choose the branch where the service is provided.

    • Employee – Select the staff member who performed the service.

  3. Add Items or Services

    • Use the category filters (Facial, Pedicure, Hair Cut, etc.) or the search bar to find the desired service.

    • Click on a service to add it to the cart.

    • The selected items will appear in the Checkout section on the right.

  4. Review the Invoice

    • Check the total amount in the Checkout panel.

    • Adjust quantities, remove items, or apply discounts if needed.

    • GST (if enabled in your organization settings) will be calculated automatically.

  5. Select Payment Method

    • Choose Cash, Online, or Split Payment.

    • If Split Payment is selected, enter both Cash Amount and Online Amount.

  6. Process Payment & Save

    • Once all details are correct, click Process Payment to generate the invoice.

    • A confirmation will appear, and the invoice will be recorded in the system.

Tips:

  • Use the category filter buttons to quickly find services.

  • For regular customers, searching by mobile number ensures quick access to their history.

  • Discounts and GST are applied automatically based on your settings.