Invoices

An invoice is the bill for one or more completed orders. It records the customer, the items, the tax split, and every payment made against it. Invoices are the documents your accounts are based on.

Open Invoices under Operations in the sidebar.

Two Ways to Create an Invoice

• Close a live session: the usual way. When guests leave, close their table session and every completed order of the visit goes onto one invoice. See Live Sessions.
• From the Invoices page: pick specific orders yourself. Use this for split bills or for orders from a session that was closed without an invoice.

Only Completed orders can be invoiced, and each order can be on one active invoice at a time.

Create an Invoice From Orders

1. Select Create invoice.
2. Tick the orders to include. The list shows every completed order that is not on an invoice yet, with its number, guest name, table, and total.
3. Check the total under the list. It is the exact amount the invoice will carry.
4. Confirm the customer details. They fill in from the first order you ticked:
   • Customer name: required.
   • Phone, Email, Tax number, and Notes: optional. Enter the guest's tax number if they need it on the bill for their own accounts.
5. Select Create invoice. The new invoice opens.

Read an Invoice

Select an invoice number in the list to open it. The page shows:

• Status badges at the top: Issued or Voided, the settlement status, and a refund status if any money was returned.
• Line items: each item with quantity, extra options, and price. Below them: Subtotal, one row per charge such as a service charge, Discount, Tax with one row per rate, Total, Paid (net), Refunded, and Balance due. An invoice for several orders adds up each charge across them. See Service Charges.
• Customer: the details captured when the invoice was created.
• Restaurant: your name, address, and tax numbers as they were at that time.
• Orders: links to the orders on this invoice.
• Payments: every payment and refund. See Payments and Refunds.
• Who issued the invoice and when, under the title.

Settlement Status

Use the Status, Settlement, and Refunds filters on the Invoices page to find unpaid or refunded invoices.

Give the Guest a Copy

Open the invoice and use your browser's print function, for example ⌘ P on Mac or Ctrl P on Windows. Choose a printer or Save as PDF.

Void an Invoice

Void an invoice when it was created by mistake or has the wrong orders or customer on it:

1. Open the invoice and select Void invoice. Only owners and admins see this button.
2. Enter a Reason and select Void invoice.

The invoice stays in your records marked Voided, with the reason, who voided it, and when. Its orders are released, so you can fix them or put them on a new invoice.

Fix an Order That Is Already Invoiced

Orders on an active invoice are locked, so the invoice always matches its orders. To change quantities or cancel such an order, void the invoice first, fix the order, then create a new invoice.