Display
Configure an additional invoice field for POS
This article explains how to configure an additional invoice field on Web POS to capture custom invoice-related data. Organizations can optionally make this field mandatory to ensure important internal details are always recorded, even during peak hours.
Overview
The additional invoice field enables front-desk staff to input custom information while processing invoices in Web POS. Making the field mandatory ensures data consistency and compliance, helping businesses gather essential internal data.
Prerequisites
Required roles: Any role with access to the Administrator mode.
Required permissions: None
Key Benefits
Captures custom data per invoice.
Enforces data entry for compliance.
Improves internal tracking of transactions.
To enable the additional invoice field in POS, follow these steps:
At the organization level, click the Configurations icon.
Search for and select Add an additional invoice field to POS.
Enable this setting.
Click Save.
To remove the additional invoice field from POS, turn off the toggle.
Organizations can configure the additional invoice field as mandatory, preventing staff from closing invoices unless a value is entered.
To make the additional invoice field mandatory before invoice closure, follow these steps:
. At the organization level, click Configuration.
Navigate to POS > Display.
Switch on Make it mandatory to enter a value in the additional invoice field before closing invoices on web toggle.
Click Save.
When this setting is enabled, staff cannot close an invoice unless a value is entered in the additional invoice field. If staff attempt to close an invoice without entering the required information, Zenoti displays an alert prompting them to complete the field.
For group invoices, the alert lists each invoice that is missing a value and prevents closure until all required fields are completed. This requirement applies only from the moment the setting is enabled. If the setting is turned off later, invoice closure is allowed again, including for invoices created while the setting was active.
For example, a front-desk staff member tries to close an invoice without entering a value in the additional invoice field. Zenoti displays an alert indicating that the field is required. The invoice cannot be closed until the missing information is entered.
Impacts and considerations
Collects and stores additional transaction details beyond standard invoice data like customer purchase order numbers, product serial numbers, or loyalty program details. This helps improve compliance and operational accuracy by ensuring required internal data is always captured.
Additional data can be analyzed to identify trends and target specific guest segments. However, this may result in slow down of the sales process, longer lines and frustrated customers.
Customize labels on an invoice
Enter labels for details appearing on the invoice.
Required roles: Any role with access to the Administrator mo
Required permissions: None
At the organization level, click the Configurations icon.
Search for and customize individual or all labels for the following details on an invoice.
If you leave the field empty, the deafult label will be retained.
Enter a label for Invoice number
Enter a label for Receipt number
Enter a label for Payment number
Enter a label for Invoice sale price
Enter a label for Invoice final sale price
Enter a label for Tax receipt
Click Save.
Enter label for card surcharge
In different countries where it is legal to collect fees on credit card transactions, the card surcharge fee is called with different names. To meet these legal requirements, you can customize the label for card surcharge fees.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Enter a label for Card surcharge.
Enter the custom label.
Click Save.
Show expected amount in Close Payments screen
Enable this setting to show day's expected amount in the Close Payments screen during register closure.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Show expected amount in Close Payments screen from the POS section.
Enable this setting.
Click Save.
To hide expected amounts in the Close Payments screen, turn off this toggle.
Show totals for services and products in invoice
When enabled, this setting displays the total amounts (final price) for products and services separately on the POS screen for open invoices and services including service add-ons. It applies only to single invoices and excludes group invoices. This feature does not apply to closed invoices.
At the organization level, click the Configuration icon.
Search for and select the Show service and product totals separately setting from the POS section.
Enable this setting.
Click Save.
Impacts and considerations
If you do not want to show service and product totals separately, turn this setting off.
It is currently not supported on ZMA.