View your invoices in the Sales tab
When you visit the Sales tab in Kitomba 1, you’ll be able to view and manage your invoices in one place, including looking up past dates and searching by customer name or invoice number.
For enterprise customers, the Sales tab has a location selector for selecting the location where you wish to view invoices.
Who can create walk-in invoices?
- To have full access to the Sales tab, staff will need to be allowed to Prepare sales, Complete sales and View completed invoices, under the Sales section Kitomba 1 access levels.
- Staff that are only allowed to Prepare sales and Complete sales will be able to see the Sales tab and create invoices, but won’t be able to view invoices afterwards.
To create a walk-in invoice in the Sales tab
1. Log into Kitomba 1 and select the Sales tab.
2. Select the Make Sale button.
3. Select whether you are selling to a Casual customer, a New customer or an Existing customer. Start typing the name of the service or product, or the scan barcode into the search field and select the items. You can add a discount/surcharge and adjust the quantity and pricing.
4. Select the staff member to credit the sale to, then select Take payment.
5. Select the payment method and then Complete sale.
6. You will be taken to the Payment complete screen. You can choose to Send the receipt by email to the client, Print the invoice, View the invoice or Close the window.
To add a walk-in invoice from the Appointment Book
1. Log into Kitomba 1 and select the Appointments tab.
2. Select the Add button at the top left of the calendar, then select New walk-in invoice.
3. Select whether you are selling to a Casual customer, a New customer or an Existing customer. Start typing the name of the service or product, or the scan barcode into the search field and select the items. You can add a discount/surcharge and adjust the quantity and pricing.
4. Select the staff member to credit the sale to, then select Take payment.
5. Select the payment method and then Complete sale.
6. You will be taken to the Payment complete screen. You can choose to Send the receipt by email to the client, Print the invoice, View the invoice or Close the window.
Please note:
- Kitomba 1 Point-of-Sale can complete sales paid by cash, card, vouchers and other custom payment types. It does not currently support payment by account credit or loyalty dollars.
- If you use loyalty in your business, your clients will still earn loyalty dollars on sales processed in Kitomba 1.
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