This article explains how to manage Customers and Invoices via Point of Sale in the browser from Qoyod: adding Customers, payment options, printing, customizing the POS reference, managing Invoices, and the returns system.
Managing Customers
- Create a new Customer directly from Point of Sale.
- Select a registered Customer from the customer list.
- Default Customer: enable an option to set a default Customer for quick operations.
Payment options
When you complete the sale, the payment accounts linked to the user appear with the ability to:
- Partial payment.
- Full payment.
Printing options
Printing is done directly via the browser. You can use:
- The default Qoyod template.
- The Point of Sale template (80 mm).
Customizing the POS reference
- You can change the default reference prefix to any value that suits the branch’s nature of work.
- It is set from Point of Sale settings independently for each location.
- The custom prefix is applied to all Invoices and receipts issued immediately after saving.
Show the main Qoyod reference number on the receipt
- You can show the main reference number alongside the POS reference to make it easier to link the receipt to the original Invoice during review or returns.
- Enabled from the print settings without needing to edit the template manually.
Managing Invoices
The dedicated page displays only POS Invoices, with the ability to:
- Filter: by status (paid, partially paid, approved).
- Search: by Invoice number, Customer name, phone number, or date.
- Actions: reprint, pay, or process a return (according to the user’s permissions).
Returns system (Credit Notes)
The user can review return notes and the Invoices linked to them directly from the Invoices page in Point of Sale.
