Billing
👤 For: Cashiers, front-desk staff and store managers
The Billing tab is where you'll spend most of your day. It's where you add what the customer is buying, apply any discounts, take payment and print the receipt.
The billing screen at a glance
On a computer or large tablet
┌──────────────────────────────────────────────┬──────────────────────────────┐
│ [🔍 Search item or scan barcode] [▥] [🖨️] │ ◄─ ① ② ③ │
├──────────────────────────────────────────────┤ ₹ 1,850.00 ◄──── ④
│ Home › Services › Hair │ ◄─ ⑤ │
│ │ Haircut ₹ 650 │
│ ┌──────────┐ ┌──────────┐ ┌──────────┐ │ Stylist: Anita │
│ │ Haircut │ │ Hair Spa │ │ Colour │ ◄───────── ⑥ Hair Spa ₹ 1,200 │
│ │ ₹ 650 │ │ ₹ 1,200 │ │ ₹ 2,500 │ │ │
│ └──────────┘ └──────────┘ └──────────┘ │ Items: 2 Cart Total ₹1,850│
│ ├──────────────────────────────┤
│ │ [🔍 Search Customer (F1)] ◄─── ⑦
│ │ [ Hold ] [ Load 2 ] ◄──── ⑧
│ │ [ CHECKOUT (F2) ] ◄──── ⑨
└──────────────────────────────────────────────┴──────────────────────────────┘
① Search bar. Type an item's name or scan its barcode to add it. ② Fast scan button (where available). Keeps the scanner ready for back-to-back scanning. ③ Print Last Bill. Reprints one of your most recent receipts. ④ Bill total. Updates as you add things. ⑤ Breadcrumb. Shows which category you're in. Tap Home or any earlier step to go back. ⑥ Item tiles. Tap a tile to add it to the bill. Products show the quantity in stock, and services show how long they take. ⑦ Customer. Pick who you're billing. ⑧ Hold / Load. Park a bill for later, or bring back a parked one. ⑨ CHECKOUT. Go to payment.
On a phone or small tablet
The item tiles fill the screen. The search bar is at the top, and a strip at the bottom shows Hold, Load, and a 🛒 cart button with the bill total. Tap the cart button to see your bill, choose the customer and check out.
A typical bill in five steps
- Choose the customer. You can skip this for a quick walk-in sale, if your store allows it.
- Add products and services.
- Change quantities, prices or staff if needed.
- Tap CHECKOUT, then apply any discount or coupon.
- Take payment and tap PRINT RECEIPT. Done! 🎉
Pages in this section
| Page | What it covers |
|---|---|
| Choose a customer for the bill | Find a customer, add a new one, and what the customer badges mean |
| Add products and services | Tiles, search, barcodes, batches, and picking the staff member who did the work |
| Sell packages, memberships and gift vouchers | Selling prepaid packages, memberships, wallets, loyalty plans and gift vouchers, and using a customer's package |
| Change or remove items in the bill | Quantity, price, item discounts, staff, and removing items |
| Discounts, coupons and offers | Bill discounts, coupon codes, automatic offers and membership discounts |
| Take payment and finish the bill | Cash, card, UPI, wallets, loyalty points, split payments, pending amounts and tips |
| Hold a bill and load it later | Park bills while the customer is being served, plus job cards |
| Print or reprint a receipt | The receipt summary and reprinting older bills |
| Billing problems and how to fix them | Every billing message, and what to do |
Keyboard shortcuts (computers)
| Key | What it does |
|---|---|
| F1 | Search for a customer |
| F2 | Go to checkout. Press it again on the checkout screen to finish and print. |
| F3 | Open the current customer's profile |
| F5 | Open the quick item search |
| Esc | Close the item search, or leave the checkout screen |
What you'll see on the Home screen
The first tiles on the billing screen are your main groups. Which ones appear depends on what your store sells:
| Tile | Shows up when… |
|---|---|
| Products | Your store sells products. |
| Services | Your store offers services. |
| Packages | Prepaid service packages are turned on. |
| Membership | Memberships are turned on. |
| Membership Wallet | Membership wallets are turned on. |
| Loyalty Points | The loyalty programme is turned on. |
| Gift Voucher | Gift voucher sales are turned on. |
🔓 Optional features: billing tiles If one of these tiles is missing, that feature is turned off for your store. Ask your admin to turn ON the matching setting:
IsProductEnabled/IsServiceEnabled(under Product Service Settings),IsPackageEnabled(Package Settings),IsMembershipEnabled(Membership Settings),IsMembershipWalletEnabled(Membership Wallet Settings),IsLoyaltyPointsEnabled(Loyalty Point Settings) orIsGiftCardSalesEnabled(Gift Settings) in the back office settings. If the setting is not available, please contact Invoay Support.