Sales history

Sales history lists your till bills and your invoices together, newest first. Use it to find a bill, open it, and start a correction. The list itself posts nothing to your accounts. Each action opens the screen that does.

Where: Sales › Sales history (the first tab of Sales)
Number: None. Each bill keeps its own number
Posts to: Nothing on this screen. The actions open screens that post
Who: Managers and admins

What it’s for

See every sale in one place: bills made at the till (POS bills), and invoices made in the back office or issued from the till.
Find a bill by its number, the customer or a mobile number, then open it with View.
Start a correction: Edit bill, Return, or Cancel erroneous sale.
Look up a bill’s Warranty, or print a Delivery note for it.
Saved invoice drafts are listed here too, with a Draft status. Deliveries are not. Use Deliveries for those.
Returns and credit notes are not rows of their own. They show in the status of the bill they belong to. Open them from Credit notes.

Fields

These are the filters above the list. They change only which bills you see, and they apply as you change them. Press Enter in the search box to search at once.

Field	What it means	What it changes
Search	Type a bill number, a customer or a mobile number (up to 120 characters)	Lists only the bills that match
Show	All, POS bills or Invoices. Invoices include invoices issued from the till	Lists one kind of bill
From	First bill date to show (the bill’s own date)	Lists bills from this day on
To	Last bill date to show. It cannot be before From	Lists bills up to this day
Previous and Next arrows	They appear once both dates are chosen. See below	Move the dates
Clear filters	Greyed out when nothing is filtered	Removes the search, the type and the dates

The page remembers your filters and page number. When you open a bill and come back, you land on the same list and the same page.

Stepping through days and months

For one day (From and To the same), the arrows are Previous day and Next day.
For a whole calendar month, or this month so far (the 1st up to today), the arrows are Previous month and Next month. From this month so far, Previous month shows the whole of last month.
For any other span, such as a quarter or a year, there are no arrows.
Next is greyed out once the range reaches today, because nothing later has happened yet.
Stepping keeps your search and the Show choice.

Columns

Column	What it shows
Bill	The row number and the bill number, which opens the bill. Under it: POS bill, Invoice or Invoice from POS
Date	The bill date. A till bill also shows the time it was entered
Customer	The customer, and their mobile number when there is one. A till bill with no customer shows Walk-in customer
Total	The bill total. Under it, how it was paid, such as Cash + Card, or On account while the customer still owes a balance
Status	Separate badges. See below
Actions	The ⋯ menu of the row

The list shows 8 bills per page. You can choose 8, 10, 25 or 50. The line under the list says, for example, “Showing 1–8 of 24 bills”.

Statuses you will see:

Document: Posted, Draft, Held draft, Cancelled draft, and Cancelled. A till bill that was cancelled and put on credit says Cancelled, put on credit and links to the bill that replaced it.
Payment: Paid, Part paid, Unpaid, Overdue, or Nothing due.
Returned goods on a till bill: Returned or Part returned.
Credit notes on an invoice: Fully credited or Part credited. A credit note is never shown as a return of goods or as a refund.
Money paid back on a till bill: Refunded or Part refunded.

Buttons

The bill’s number opens it, so View is not in the menu. People only see the actions they may use. An action that cannot be used right now stays in the menu and says why.

Button	When you see it	What happens	Accounts
View (the bill number)	Every row	Opens the bill with its details. An invoice opens as on Invoices. A till bill opens its own details page, with Back to Sales history. A cancelled sale opens its saved record	No change
Edit bill	Posted bill	The app first asks whether the bill can be edited. A till bill, and an invoice issued from the till, open in the register. A back-office invoice opens the invoice editor. If it cannot be edited, a message gives the reason	Restated on its own date
Return	Posted bill. Greyed out with “Nothing left to return” when everything is back	Opens a return form for the bill. See below	Posts a return
Warranty	Posted bill	Opens the Warranty tab with this bill already chosen	No change
Delivery note and Delivery note with prices	Posted bill	Opens the delivery note form. It is a print only. See Deliveries	No change
Cancel erroneous sale	Posted bill, admins only. Last in the menu, in red	Opens the bill, where an administrator gives a reason and presses Cancel sale or Keep sale	All effects removed
Edit draft	Draft invoice	Opens the draft to change it	No change
Cancel draft	Draft invoice	Asks for a reason, then cancels the draft. It stays in the list as Cancelled draft	No change
Try again	When the list could not load	Loads the list again	No change
Back to POS	Only when you came here from the till	Returns to the till	No change

A cancelled bill or a cancelled draft has no menu. It stays in the list as a record, and its number stays reserved.

Where Return leads

A till bill: the return form, with the refund method the bill was paid with. A cash refund needs an open register. A card or bank refund does not.
An invoice issued from the till: a return form that needs an open register. If none is open you see Open a register in POS to record this return. The original bill stays in Sales history.
Any other invoice: a credit note form. See Credit notes.

When a return is recorded, the page says “‹number› recorded. The original bill stays in Sales history.” If a paid back-office invoice was returned, it adds how much became customer advance and “No cash was refunded.” The list then reads again, so the status shows what came back.

What gets posted

Nothing is posted from this screen. Searching, filtering, stepping through dates and opening a bill change no accounts. What is posted depends on the screen an action leads to:

Action	Leads to	What that screen posts
Edit bill on an invoice, Cancel erroneous sale on an invoice, Edit draft	Invoices	See the examples there
Return on an invoice	Credit notes	A credit note that reduces income and VAT
Return or Cancel erroneous sale on a till bill	The till return form, or the bill’s own page	A return, or the removal of the sale, as that screen shows
Delivery note	The delivery note form	Nothing

An invoice made from a delivery is listed here like any other invoice. To correct one, open it and use Correct this invoice on the invoice. See Deliveries.

What the app blocks

Situation	What you see
To date before From date	The end date cannot be before the start date. next to the field, and Fix the highlighted filter to see bills. in place of the list
A search with unsupported characters	Search contains unsupported characters.
A search over 120 characters	Search must be 120 characters or fewer.
Edit bill on a bill that cannot be edited	A message with the reason, then Open ‹number› to see what you can change. If the app gives no reason: This bill cannot be edited right now.
Return on a bill with nothing left	Nothing left to return in the menu. If you open it anyway: No quantity remains to return from this sale. Review its linked returns in bill history. or Every line is already credited. Review the linked credit notes; no quantity remains for another return.
Return of an invoice issued from the till, with no register open	Open a register in POS to record this return. The original bill stays in Sales history.
A bill that has been removed	Bill not found
The list cannot load	Sales history could not be loaded with the reason, or Check the connection and try again., and Try again
Nothing matches	No bills match these filters and Try a different search or dates, or clear the filters.
No bills at all	No bills yet and Sales and saved invoice drafts will appear here.

Notices that do not stop you

Full list. The list reads at most the latest 100 matches of each kind. When there may be more, you see Showing the latest 100 matches. Narrow the search or dates.
Missing rights. A custom role that cannot edit or return a posted bill sees a line above the list, such as “You don’t have permission to edit or return a posted bill.”

Who can do it

Action	Admin	Manager	Cashier
See Sales history, search, filter, View	Yes	Yes	No, cashiers find bills with Find bill at the till
Edit bill, Edit draft, Cancel draft	Yes	Yes	No
Return	Yes	Yes	No
Delivery note	Yes	Yes	No
Cancel erroneous sale	Yes	No	No

These are the standard roles. Your administrator can give a custom role each action separately in Settings › Users & access.

Fixing a mistake

You cannot find a bill. Clear the filters, then search again by the bill number or the customer’s mobile. Check that From and To include the bill date.
A draft has the wrong details. Use Edit draft, or Cancel draft. Your accounts are not touched.
A posted bill has a wrong item, quantity, price, customer or date. Use Edit bill. See Invoices for the rules.
The customer returns goods. Use Return.
The sale should never have been recorded. An admin uses Cancel erroneous sale. The number stays, shown as Cancelled. No refund is paid automatically. On an invoice, money already received becomes customer advance. On a till bill, you give back what the customer paid yourself, and the cash is no longer expected in the drawer.
You need to take payment on an invoice. Sales history does not take payments. Open the invoice, or use Payments received.
The invoice was made from a delivery. Open it and use Correct this invoice. See Deliveries.