Electronic Invoicing - POS Touch Screen

Electronic Invoicing - POS Touch Screen

Procedure to Issue Electronic Invoice or Boleta from the Point of Sale
Once the account is paid, it can be invoiced immediately.


Or, if the pos_master.is_show_invoice_after_pay parameter is not active: click on the Paid Accounts button.


Select the account accordingly:



Click on the Invoice icon, this icon will be displayed in the toolbar depending on the user level.


The Invoice Account section will open and enter the following fields:



Field
Description
Business Line
Indicate the line of business of the company that is issuing the invoice.
This field is not always activated, depending on the type of document and local regulations regarding Tax Documents.
Type of Document
To determine the type of Fiscal Document, choose from the possibilities in the menu.
Tax Code
Enter the name or RUT of the client to whom the DTE will be issued. In case of a new customer, click on the + icon to enter the customer.
Amount
Displays the amount to be invoiced.
Tip
By default, the amount entered in the account is shown. If the tip is NOT to be shown on the DTE, "0" is entered; if any other amount is entered, the original amount is reflected on the DTE.
Invoice Type
Choose by clicking on:
  1. Summary: It will show in the Description column "Consumption".
  2. Detailed: It will display all the Movements.
Email
Enter the e-mail address to which the PDF and XML files will be sent.
Notes
Notes that will appear in the document.
This field is not always activated, depending on the type of document and local regulations regarding Tax Documents.

Click on the Invoice button.
Once the account has been invoiced, it will appear under paid accounts with a new symbol:



To recover the PDF or XML files of the CFDi or DTE go to the option Reprinting of Invoice.
Credit and Debit Notes are generated in the Reprinting of Invoice application.
To automatically print the PDF file of the CFDi or DTE it is required to have the printers configured in the POS catalog or in the workstations.

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