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clip0298Dotypos lets you draw up simple invoices with the products charged to the selected customer. The invoice will be drawn on the selected customer's name and its header will contain information about your company specified in the Dotypos settings. The already generated invoice can be found in the History and displayed retrospectively.


To issue an invoice you have to:

1.In the Invoices section of the application settings, enable and set up the use of invoices and fill in your company details.

2.Optionally in the tile menu use the button Customer to fill out information about the customer or select an already existing customer account.


How do I issue an invoice?


Select the customer account to whom you want to issue the invoice by clicking on the button CUSTOMER 01. Once you select the customer, their name will appear on the button. You can also assign the customer later in the Payment dialog using the option Set customer. However, it is also possible to issue an invoice without the customer's choice. If you do not need the payer's details on the invoice, proceed to the next step.




By default, charge the products that will be listed on the invoice, then tap Checkout 02.




In the payment dialog, tap on the Advanced payment options icon 03. A dialog with additional options will appear, from which select SET AS INVOICE 04. If you do not have the PRINT a button enabled in the payment dialog, the option to issue an invoice will also be available instead of this button.




If you have not entered your company details in the Application settings » Invoices, you will now receive a warning. Tap CONTINUE to be redirected to the appropriate settings. There, fill in the required data, save it by tapping OK and return to the payment dialog.



On page Invoice you can select the payment method (cash, credit card, bank transfer), date of the taxable transaction, the maturity date and make a note. The note you enter will appear below the total amount on the invoice. If you select the method cash or debit/credit card, the maturity date will be set to the current date. If you enabled a separate numerical series for invoice numbering, this document number will be automatically used as the variable symbol for the invoice settled by bank transfer. Continue and click on PAID.




If you choose to pay by bank transfer and add an account number with a maximum 10-digit variable symbol to the invoice, the generated invoice will automatically include a QR code for quick payment.



If you mark an invoice as unpaid, you can pay it later in History. Here, select the invoice and mark it as paid via the button 02.




The invoice preview will be displayed. In the upper right corner you can find icons to print the invoice out, send it directly to the entered email address, or use the opportunity to share and insert it into any application. You can print on a common printer e.g. using the application PrinterShare via the Wi-Fi network. Use the two-finger touch gesture to zoom in/out on the printer. If the invoice has more pages, it has a link to move to the next page on the bottom.



If you select to send the invoice directly by email, a dialog with the message preferences appears. In this dialog, you fill out the recipient's email address. Also, you can change the topic or even the message itself in the field Text. The invoice is attached to the message as an attachment in .pdf format. Use the button 04 then send the message. All invoices generated in .pdf format can also be found directly in the internal memory (Internal Memory) of the cash register, in the folder DotykackaPdf.




How do I generate a copy of the invoice or cancel the invoice?


In the tile menu select HISTORY 01. Then choose the transaction for which you want to issue the invoice 02.




Click on the icon for other options 03 and then select the option CANCEL THIS ORDER or SHARE/PRINT INVOICE 04.




In case of cancellation, you will be redirected to the payment dialog where you will confirm the return of the goods to the warehouse and receive the amount back. A corrected tax document will then be created and displayed. For more information on how to cancel receipts in Dotypos, see the Order cancellation chapter.




The invoice preview will be displayed and you can print, send or share it using the icons in the top right corner.




In Dotypos Cloud, the type of payment by invoice will be indicated on the document in individual cash register operations.


Back to Advanced payment options

This manual is for information purposes only and does not provide any warranty. The given specifications may be changed without prior notification. Illustrations and schemes are for information purposes only. The appearance and functions of both the device and software may differ based on the current version of the product and applications.

Created with from Dotypos. ©2024 Dotykačka ČR s.r.o.


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