Documents

2024/01/19 • 3 min. to read

In this topic

Fields
Cash Register Notifications
Posted Documents
Print
Actions
Related information

Sales documents and service documents are created, posted and printed as before. The Payment Method selected in the document determines whether the document is subject to the cash register obligation. For more information, see Setup, Payment Methods. If the Payment Method is subject to the cash register obligation, a Cash Register Code must be specified for invoices and credit memos, which will be used to sign the document when it is posted. For more information, see Setup, Cash Registers.

Fields
The following fields are available in the **Order**, **Invoice** and **Credit Memo** in Sales and Service.
Cash Register Document	Specifies whether the selected Payment Method is subject to the cash register obligation. If this is the case, a Cash Register Code must also be specified, which will be used to sign the document when it is posted. For more information, see Setup, Payment Methods.
Cash Register Code	Specifies which Cash Register should be used. The field is suggested or must be filled if the selected Payment Method is subject to the cash register obligation. For more information, see Setup, Cash Register User.
Handwritten Cash Register Document	Specifies whether the document was originally written by hand. For more information, see Working with the App, Handwritten Document. Note The field is not available in the Order.

Cash Register Notifications

After posting a cash register document, users are notified of open errors and pending tasks.

Depending on the type of notification, different actions can be executed via the window. As the various actions may affect other open tasks or even complete them, only one action can be executed at a time via the window.

Note

After an action has been executed, a new notification window is displayed if there are still open tasks.
Users can also disable these cash register notifications for normal documents for the rest of the day. However, the setting is reset when the browser is restarted.
After creating status documents via the Create Status Document action, cash register notifications are always displayed, if any exists.

Posted Documents
The following fields are available in the **Posted Invoice** and **Posted Credit Memo** in Sales and Service.
Cash Register Document	Specifies whether the document is a cash register document. Yes means that this is a normal cash register document. Subsequent indicates that the invoice was subsequently paid in cash. For more information, see Working with the App, Subsequent Cash Payment. Zero Document, Month Document and Year Document are cash register status documents. For more information, see Working with the App, Status Documents. Start Document and Final Document are special forms for start and end of operation of a cash register.
Cash Register Code	Specifies which Cash Register was used to sign the document.
Handwritten Cash Register Document	Specifies whether the document was originally written by hand. For more information, see Working with the App, Handwritten Document.

Print

Sales documents can be printed as a sales slip or as an A4 document, Service documents can only be printed as an A4 document.

Note

In order for the cash register data to be printed on the A4 document, the appropriate report layouts must be set up. For more information, see Setup, Report Layouts & Report Selection.

Actions

The following actions are available in the Posted Invoice Card in Sales and Service.

Subsequent Cash Payment
If an invoice gets subsequently paid in cash, the document can be signed via this action. For more information, see Working with the App, Subsequent Cash Payment.