Do you use the Reservio POS system and sell services, or products to clients through it? You can easily download and include an invoice for each sale in your accounting. Follow these steps:
Open the Sales tab — Sales — Transactions.
Click on the payment you want to download the invoice for.
On the transaction detail page, click on the three dots in the top right corner and select Download receipt.
The invoice is saved in PDF format directly to your computer (or other device you are currently using).
End customers automatically receive an invoice and payment confirmation by email after the payment is successfully completed.
Where to find this in the Reservio Business mobile app
You can now easily download invoices for paid services and products directly from the mobile app. Here’s how:
Open the Menu.
Scroll down to the Sales section.
Tap on Transactions.
Find the transaction for which you’d like to download the invoice.
Tap the three dots in the top right corner and select Download invoice.
💡 TIP: After you click on the selected payment, you will see all the different details. You'll find information about the payment type, ID and status, the name of the employee who processed the payment, details about the client who made the payment, the full cart contents, and, if applicable, a note written by the client at checkout.