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Dissecting The Invoice Screen


Running totals are kept for the current invoice. Each time you add a new inventory item to the invoice, the totals portion is updated. If you are using a pole display, that will be updated as well. The top number is the Grand Total. This line displays the invoice total after taxes. The second line is the Tax Amount. This line displays the total amount of tax for the entire invoice.

Invoice Grid

The Invoice Grid shows all of the items in the current invoice. The first column shows the item description. The second column indicates the quantity of that item, and the third column indicates the total price for that line. Use the arrows on the side of the grid to scroll up and down. The selected line of the invoice is highlighted yellow. To select a line, use the Prev and Next buttons below the grid to move the marker to the desired line or click on the desired line with the mouse.

Departments

All of the departments are listed in alphabetical order on the left side of the screen. Up to seven departments can be displayed on the screen at one time. Use the corresponding Prev and Next buttons to scroll up and down through the list of departments. To select a department, press the desired button. Once the department is selected, the button will be a lighter color and all the items in that department will appear on the screen.

Items

Once a department has been selected, all of the items in it will be displayed. Up to twenty-one items can be displayed on the screen at one time. Use the corresponding Prev and Next buttons to scroll left and right through the list of items. To select an item, press the desired button. Once an item has been selected, it will appear on the Invoice Grid. NOTE: To enter a multiple quantity for an item, you must press the # button and enter the appropriate quantity BEFORE selecting the item. For more information on the # button, see the following section.

Additional Invoice Screen Buttons

Delete: Click on this button to delete a line from the current invoice. To delete a line, use Prev and Next to highlight the desired line, then click on the Delete button. You will be prompted to enter the administrator password before being able to delete a line.

Line Discount: Click on this button to discount a line in the current invoice. To discount a line, use Prev and Next to highlight the desired line, then click on the Line Discount button. Enter the percentage (not the decimal value) to be discounted then press OK to apply the discount. If you make a mistake, you may press Clear to re-enter a percentage or press Cancel to exit the screen without applying a discount.

Quantity: Click on this button to enter a multiple quantity for an item. Enter the desired quantity then press OK. If you make a mistake, you may press Clear to re-enter an amount or press Cancel to exit without choosing a quantity. Once the quantity has been entered, select the desired item. NOTE: You must enter the appropriate quantity BEFORE selecting the item.

Extra Item: Click on this button to add a non-inventory item to the invoice. Enter the dollar amount of the non-inventory item then press OK to add the item to the invoice. If you make a mistake, you may press Clear to re-enter an amount or press Cancel to exit the screen without adding an item. The item will appear as Extra Item in the Invoice Grid.

Customer:
Click on this button to select a customer for the current invoice. This will bring up the customer selection screen: To search for a customer, partially enter a customer number and then press the down arrow key < > to get a listing of all customers beginning with those numbers or letters. You can also use the left and right arrows to scroll through your customers. Click on Select to select the customer for the current invoice. You can also click on Add or Edit to open the Customer Maintenance screen (See Chapter 3: Customer Control).

Invoice Discount: Click on this button to discount an entire invoice. Enter the discount percentage (not decimal) for the invoice. Press OK to apply the invoice discount or press Cancel to exit without applying a discount. Press Clear to re-enter a percentage. Check: Click on this button to print a check for the current invoice. Time: Click on this button to clock in or clock out. For more information on this function, see Chapter 6: CRE Tools: Clock In/Clock Out.

Option

Click on this button to view more additional options - Last Receipt, Open Drawer, and Party Size.

Last Receipt: Click on this button to print a copy of the last receipt printed at this station.

Open Drawer: Click on this button to open the cash drawer. You will be prompted to enter the administrator's password.

Party Size: Choose this option to enter the number of people in the party for the current invoice. Enter the correct number of people then press OK. If you make a mistake, you may press Clear to re-enter an amount or press Cancel to exit the screen without entering a party size.

Done

Click on this button to display options for exiting the invoice screen - Hold, Void Invoice, Last Receipt, and Exit.

End Transaction: Click on this button to end a transaction. If Prompt Amount Tendered is set to Yes in the Setup Screen, the amount tendered screen will appear: Enter the amount tendered in the correct field(s) (Cash, Check, Credit Card, On Account, or Gift Certificate). You can enter the amount using either the keyboard or the on-screen number pad. Once you have made your selection, click on OK or press . You can click on Cancel or press to exit without ending the transaction.

Amount Due: This is the amount due from the customer for the current invoice.

Amount Tendered: This is the payment received from the customer.

Amount Remaining: This is the amount still due on the invoice. Parentheses indicate a negative amount remaining (i.e. change to the customer).

Void Invoice: Click on this button to void the current invoice. You will be prompted to enter the administrator password.

Last Receipt: Click on this button to print a copy of the last receipt printed.

Exit: Choose this option to exit the RPE Invoice Screen and return to the RPE Log-In Screen.

Payment Options

Click on this button to display payment options for the current invoice -CC Info, On Account, No Tax This Order.

CC Info: Click on this button to choose Credit Card as the form of payment for the current invoice. You will be prompted to enter the credit card information.

No Tax This Order: Click on this button if tax should not be applied to the current invoice.

On Account: Click on this button to choose On Account as the form of payment for the current invoice. You must select a customer before choosing this option.

Hold

Click on this button to place the current invoice on hold. You will be returned to the Restaurant Pro Express Log-In screen.

Invoice Information


This box shows information about the current invoice - Table #, Server ID, and Party.

Table #: This is the table number where the party is seated.

Server ID: This is the Server ID of the employee serving this party.

Party: This is the party name. If a customer is selected, the customer's last name will appear here, otherwise N/A.


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