Invoices & Receipts

Create customer invoices, view POS transaction history, generate PDF receipts, process refunds, and link receipts to customers.

Overview

Stogly provides two types of sales documents:

• Customer invoices — formal invoices for B2B customers, generated from the portal
• POS receipts — transaction records from point-of-sale operations

Both are accessible from the portal and can be exported, printed, or sent to customers.

Customer Invoices

Creating an Invoice

1. Navigate to Sales > Invoices
2. Click + New Invoice
3. Fill in the invoice details:
   - Customer — select from your customer list
   - Invoice Date — defaults to today
   - Due Date — payment deadline
   - Payment Terms — e.g., Net 15, Net 30
4. Add line items:
   - Search and select products
   - Enter quantities and unit prices
   - Tax is calculated automatically based on your tax settings
5. Review the totals:

1. Click Save to save as draft, or Finalize to lock the invoice

Invoice Statuses

Generating Invoice PDF

1. Open a finalized invoice from Sales > Invoices
2. Click Download PDF or Print
3. The PDF includes:
   - Your organization details (name, address, tax ID)
   - Customer details
   - Line items with quantities, prices, and tax
   - Payment terms and bank account information
   - Invoice number and date
4. Send the PDF via email directly from the invoice view by clicking Send to Customer

Viewing Invoice History

1. Navigate to Sales > Invoices
2. Use filters to find invoices:
   - Status — Draft, Finalized, Sent, Paid, Overdue
   - Customer — filter by specific customer
   - Date Range — filter by invoice date
3. Click on any invoice to view full details

POS Receipts

Viewing Transaction History

1. Navigate to Sales > Transactions
2. Browse the list of all POS transactions across your stores
3. Use filters to narrow results:

1. Click on any transaction to see the full receipt

Receipt Types

POS receipts can be different types depending on the transaction:

See the Fiscal Compliance Guide for details on each type.

Receipt Details

Each POS receipt includes:

• Transaction ID — unique identifier
• JIR Code — fiscal verification code from the tax authority
• Date & Time — when the sale occurred
• Store & Cashier — location and staff member
• Items — products sold with quantities and prices
• Discounts — any promotions or manual discounts applied
• Payment Breakdown — how the customer paid (cash, card, wire transfer, mobile, voucher, check, instant transfer, or mixed)
• Buyer ID — PIB, JMBG, or passport number (if provided)
• Tax Summary — tax amounts by rate

Printing or Exporting Receipts

1. Open a transaction from Sales > Transactions
2. Click Print Receipt to print a copy
3. Click Download PDF to save a PDF version
4. Use Email Receipt to send directly to the customer's email address

Refunds & Returns

Processing a Refund

1. Navigate to Sales > Transactions
2. Find and open the original transaction
3. Click Refund
4. Select which items to refund:
   - Full refund — refund all items in the transaction
   - Partial refund — select specific items and quantities
5. Choose the refund method:
   - Original payment method — refund back to the card or cash
   - Store credit — issue a credit to the customer's account
6. Add a reason for refund (required)
7. Click Process Refund
8. The refund appears in the transaction history and stock is adjusted if items are returned

Refund Reference

Linking Receipts to Customers

Associate POS transactions with customer profiles for loyalty tracking and reporting.

At the POS

1. Before completing a sale, tap Add Customer on the POS screen
2. Search for the customer by name, email, or phone
3. Select the customer — the transaction is linked to their profile
4. Complete the sale as usual

Retroactively from the Portal

1. Navigate to Sales > Transactions
2. Open the transaction you want to link
3. Click Link Customer
4. Search and select the customer
5. The transaction now appears in the customer's purchase history

Benefits of Linking

• Purchase history — view all transactions per customer
• Spending analysis — see total spend, average order value, and visit frequency
• Targeted promotions — create promotions for specific customer segments
• Invoicing — generate invoices from linked POS transactions for B2B customers

Tips & Best Practices

• Finalize invoices promptly — draft invoices can be accidentally edited; finalize once reviewed
• Set payment terms — clear due dates help track overdue payments
• Link customers at POS — building customer purchase history improves your analytics and marketing
• Document refund reasons — detailed reasons help identify product issues or process improvements
• Export monthly — download transaction reports monthly for accounting and tax reconciliation
• Use email receipts — reduce paper waste and give customers a digital record

Quick Navigation

Need help? Contact support at support@stogly.com