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Billing

The billing module allows you to create, send and manage invoices for your clients.

Invoices

Access​

  • Invoices of the day (POS): /app/rechnungen
  • Full history: /app/invoice-history

Invoice View (Rechnungen)​

The main screen shows two graphs:

  • 📈 Sales: total invoiced on the day
  • ⭐ Punkte vergeben: points awarded to customers

And a list of invoices of the day with:

  • 🔍 Search by number or client
  • 📅 Date filters
  • 👁 See details of each invoice
  • ⬇️ Download PDF

Complete history​

The history view allows you to see all invoices for all time.

Invoice history

Invoice history - Restaurant

Filters available​

  • 🔍 Search by number or client
  • 📊 Status (Paid/Pending)
  • 🏪 Trade specific
  • 📅 Date range

Actions​

  • 👁 View invoice detail
  • ⬇️ Download PDF
  • 📧 Resend by email

Create an invoice (from POS)​

Invoices are created automatically from the POS module upon completion of a sale. See POS → for more details.

Create a manual invoice​

  1. Go to Rechnungen → "Neue Rechnung"
  2. Select the client (or create a new one)
  3. Add the products/services: - Click on "+" to add - Select product and quantity - The price is calculated automatically
  4. Apply discounts or coupons if applicable
  5. Select the payment method
  6. Click on "Generate" to create the invoice

Invoice detail​

When you click on an invoice you will see:

  • 📋 Customer data (name, email, address)
  • 📅 Date of issue
  • 🛒 Items with quantity and unit price
  • 💰 Subtotal, VAT, Total
  • 💳 Payment Method
  • 📜 Notes (optional)

Numbering​

Invoices follow automatic numbering:

  • Format: R-1001, R-1002, etc.
  • Sequential per trade
  • Unique (not repeated)
  • You can see the next number in settings

Payment methods​

E-Smartpoints supports:

  • 💵 Cash (Bar)
  • 💳 Card (Karte)
  • 📱 QR (customer points redemption)

Export​

You can export all your invoices:

  1. Go to History
  2. Apply the desired filters
  3. Click "Export"
  4. Select the format: - 📄 PDF (individual preview) - 📊 Excel/CSV (for accounting) - 📦 ZIP with all PDFs

Tax compliance​

E-Smartpoints invoices comply with:

  • ✅ Sequential numbering
  • ✅ Sender and receiver data
  • ✅ VAT breakdown
  • ✅ Date and time
  • ✅ Payment method
  • ✅ Tax identification (NIT/RFC)

Next steps​

  • Learn how to use POS → to create invoices