Invoice Management Overview and Terms
Invoice Management is the central location for all orders that have been paid. Once payment is complete, an order automatically transitions from Pay at Register to Invoice Management.
Invoice numbers correspond directly to receipt numbers, which makes it easy to search for specific orders — useful when a customer requires a copy of their receipt. While similar to the Orders page, Invoice Management provides a more comprehensive view with detailed information and date-range filtering.
Key Terms:
Total Invoices — All orders that have been paid and converted to invoices
Select Date Range with Time — Filter invoices by a specific date or date range
Search Field — Find invoices by Invoice Number or Customer Name. This search only applies within the selected date or date range.
Filter Dropdown — Filter invoices by order type:
All Types
Dine In
Takeaway
Delivery
Mixed (Dine In & Takeaway)
Invoice Number — Invoice Number and Order Number are the same reference. Used to locate specific orders and required by the payment provider.
Status — The progression of an order through its lifecycle:
Review Order — Orders placed via the Customer App awaiting staff confirmation
New Order — Order has been placed and kitchen staff have been notified
Preparing — Kitchen staff have viewed the order and are preparing it
Completed — All items have been delivered to the customer
Refunded — A refund has been confirmed; the associated revenue has been cancelled
Cancel Order — The order was not approved by staff (Customer App orders only)
Customer — The customer name entered via the App or POS. On the POS, staff may enter "Guest".
Type — How the customer receives their order: Dine In, Takeaway, Delivery, or Mixed
Created By — The staff member who placed the order (POS orders only)
Created On — The date and time the order was created, via the Customer App or POS
Delivery Date — The date and time payment was completed on the Venue Portal, POS, or Customer App
Store — The venue where the order was placed. Relevant for multi-location operations.
Description — Currently displays the Customer Name
Tax — The tax amount paid on the order
Price — The total amount paid by the customer, including tax and any agreed service charges
Payment — The payment method used by the customer (e.g. Cash, Card, QRIS)
Pax — The total number of customers included in the order
Table — The table name associated with the order
Action — Button to view the invoice or order in more detail