Action | Perform these steps |
Search for an invoice for the current day | Tap the POS tab. In the Today's Sales - Invoice#, Guest Name boxes, enter the invoice number or the guest's name.
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Search an invoice for a past date | Tap the POS tab. On the top right-hand corner of the Invoices screen, tap the search icon. To search for an invoice, in the Invoice # box, enter the invoice number. To view the details, tap the invoice. You can also perform actions based on your requirements in the open or closed invoice.
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In Zenoti Mobile v2, create a new invoice for an existing guest | Tap POS. In the Create New Invoice section, select the Existing Guest option. Enter the guest details and search for it. Make a sale and take payment.
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In Zenoti Mobile v2, create a new invoice for a new guest | Tap POS. In the Create New Invoice section, select the Existing Guest option. Enter the guest details and create a new guest. Make a sale and take payment.
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In Zenoti Mobile v2, open an existing invoice | Tap POS. In the Open Existing Invoice section, use the Today's Invoices or All Invoices sections to search for the invoice. Today’s Invoices This option allows you to search for the day’s invoices in the search bar using the invoice number, guest’s name, or phone number. The search will show you the invoice amount, due amount, and status of the invoice (if open, closed, canceled, or a no show). The new search bar also comes with a new filtering option, which narrows down your invoice search by selecting the correct Status of the invoice and Source where the invoice was originally processed. All Invoices The All Invoices option allows you to search for past, current, and future invoices using the invoice number or the invoice's date.
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