Point of Sale - Reports - Sales Docket, Invoices & Shift reports

There are many different reports available to setup.

You may have your own Sales Docket designed with your letterhead etc – please contact PCSchool to have this designed for you – only download the following if you do not have a customised report.

Step 1 Download the reports
Step 2 Setup reports
Step 3 Sales Docket setup
Step 4 Invoice Reports setup
Step 5 Invoice by Customer setup
Step 6 Shift Reports setup

Step 1  Download POS Reports and setup reports

Step 2  See link for how to download and setup reports

Step 3  Sales Docket  (if you have your own sales docket – do not set this report up)

Path: Sales → Product Sales

Print the report as follows:

1. The Sales Docket report prints automatically when completing a sale in the Sale View. Once selections are made in this tab and saved they will be set as the default.
2. You can select to have the Sales Docket print to window, directly to the printer or email.
3. You can select to have multiple copies print (one for the customer, one for your records).

Select the Output Destination for the individual sale has been enabled:

Example of Report:

Step 4  Invoice Reports (if you have your own invoice report do not set this report up)

Path: Sales → Invoice Reports

Print the report as follows:

1. Select the Shop Code you wish to print an Invoice for.
2. Select the Invoice Number, Customer Code, Date range or Invoice Status of the invoice/s you would like to print.
3. Select Print to print the report.

Example of Report:

Step 5  Invoice – Sales by Customer

Path:  Sales → Invoice Reports

Invoice Summary Report

Step 6  Shift Reports (or total monies received for that Shift)

Path:  Sales > Shift Reports

Print the report as follows:

1. Select the Shop Code you wish to print a Shift Report for
2. Enter the shift number you would like to print
3. Select the Payment Type or leave as ALL to print all payment types
4. Select Print to print the report

Example of Report: