Quick answer: Go to Sales > Invoices in Nomni Console to view, create, edit, email or export invoices: click New Invoice to create one, or the pencil button to view or edit one. Unsettled orders (still in Held Orders) don't appear in the list.
In this article:
About
Create a new invoice
View/edit an invoice's details
Delete multiple invoices
Email/export an invoice report (for yourself)
Email/export a specific invoice (for your customer)
Customise invoice template
Invoices by Table
Deleted invoices
Go to Sales > Invoices to view the invoices created by the system for each transaction made.
If the order was made:
On the POS or online, the Created On date will be the date when the invoice was paid
On Nomni Console, the Created On date will be the date when the invoice was first made
Note: Unsettled orders do not appear in the invoice list. This means that orders in the Held Orders screen of the app will not appear in the invoice list unless they are deleted. Orders deleted from Held Orders do not have invoice numbers and will display the payment method as "None".
Create a new invoice
Click New Invoice in the Invoices page.
Select the customer, payment method, and tick the "Paid" checkbox.
Under Ordered Items, add items to the order by clicking Add Item to Invoice. Discount and freight charges can also be applied.
Scroll down past Ordered Items to add:
Invoice description
Invoice files
When you have filled in all the necessary invoice details, click Save.
Note: This method can also be used to create invoices for standalone terminal payments or offline POS transactions that do not appear in the standard invoice list. Ensure all relevant transaction details are entered accurately.
View/edit an invoice’s details
In the Invoices page, click the pencil button in the last column for a particular invoice. If the invoice is unpaid, you might need to change the filter for display to Show All/Unpaid.
Find all invoice details under Invoice Information
Note: If the invoice is unpaid, you can select a payment method and mark the invoice as paid.
Under Ordered Items, you can see the invoice's items, discounts and freight charge.
Note: You can only add/remove items and edit discount/freight amounts if the invoice is unpaid.
Scroll down past Ordered Items to see:
Invoice description
Payment History
Redeemed Points (if you are a Loyalty Marketing user and your customer was already a registered member)
Timestamps
Invoice files
If you have made any changes to the invoice's details, make sure you Save.
Delete multiple invoices
To delete a single invoice from its Details page, click More > Delete. Note: Changes made in Nomni Console, such as deleting an invoice, will be reflected on the POS system.
To delete multiple invoices from the Invoices page:
Tick the boxes of the invoices you want to delete
Click Delete
When requesting an invoice deletion, send the invoice number and the reason for deleting it. A screenshot of the invoice helps.
Email/export an invoice report (for yourself)
Click Send Email to create a pdf that with a list of invoices.
You may enter multiple email addresses for this report to send to- just separate them with a semicolon and no spaces (e.g. youlove@nomni.ai;ilove@nomni.ai).
Email/export a specific invoice (for your customer)
A single invoice can be emailed/exported from the Invoice Details page.
To download an invoice as a PDF file: click More > Create PDF
To send the invoice by email as a PDF file (to the customer): click More > Send Email
Customise invoice template
This is the "Default Invoice Export Template". POS > Print Setting > Printing Templates > Invoice Receipt
This is how you customise it:
A. Logo (Configuration > Company Profile > Logo)
B. Name & ABN (Configuration > Company Profile > Basic Info)
C. Address & phone number (Configuration > Company Profile > Contact > Primary)
D. Invoice number prefix (POS > Sales > Invoices > Settings > Prefix)
E. Invoice Note (POS > Sales > Credit Account > Settings > Invoice Note)
F. Invoice description (POS > Sales > Invoices > Settings)
G. Invoice footer (POS > Sales > Invoices > Settings)
Invoices by Table
Go to Reports > Sales > Invoices by Table to view your invoices by table report. The report consists of a list of the tables and their total number of sales, number of guests and sales amount for the date range selected.
You can filter the list by price range, date range, customer, and whether the invoices are paid/unpaid/deleted.
Click the arrow button to the left of a table to dropdown the list of invoices for that table.
Deleted Invoices
Go to Reports > Sales > Deleted Invoices to view your deleted invoices report. The report consists of a list of all the deleted invoices for the selected date range.
If you select to display "Item" instead of "Invoice", the list will display invoices from which only some of the items in the order were deleted (rather than the whole order being deleted).
Note: The list includes deleted invoices for both paid and unpaid orders. This means orders deleted either from Held Orders or Order History in in app, as well as from Sales > Invoices in Nomni Console.
Orders deleted from Held Orders do not have invoice numbers and will display the payment method as "None". Click the pencil button to the right of an invoice to go to see the Invoice Details. Click the arrow button to the left of an invoice to dropdown the items in that order.
Note: Deleted invoices cannot be restored. Performing a Master Sync will not recover deleted invoices or order history, as the Master Sync only restores product details, not transactional data. When items are deleted from an already-processed order, those invoices do not appear in the "Deleted Invoices" report.
Instead, they remain under Paid Invoices, with item-level records indicating which items were deleted. The invoice total reflects only the processed items, while the deleted items are logged in the audit trail for that invoice.
Need help?
Email support@nomni.ai or call 1300 445 483.