1.5.3.1 Overview and terms of invoice management
Total Invoices: The Invoice Management page serves as the central location for orders that have been paid. Once payment is complete, orders automatically transition from Pay At Register to Invoice Management.
Invoice numbers directly correspond to receipt numbers, which simplifies the process of searching for specific orders and assists customers who may require them. While similar to the Orders page, the Invoice Management page provides a more comprehensive view, displaying detailed information and allowing filtering by a specific date range.
Select Date Range with Time:This feature enables you to search for Invoices within a specified date or date range.
Search Field: You can filter the list of Invoices by entering the Invoice Number or Customer Name. This search will only include invoices that fall within the Selected date or Select Date Range with Time.
Filter Dropdown: You can easily locate specific Invoices and Orders by filtering them based on the following types:
All Types
Dine In
Takeaway
Delivery
Mixed (Dine In & Takeaway)
Invoice Number: Invoice Number and Order Number are the same, this is convenient to finding Orders easily. This is also crucial for our Payment Solution Provider.
Status: The following sequence details the progression of customer orders:
Review Order: Orders placed via the Customer App are initially set to this status for staff confirmation of accuracy.
New Order: This status immediately follows placement and serves to notify the kitchen staff that a new order has been received.
Preparing: Once the order has been viewed, this status indicates that the kitchen staff is currently making the order.
Completed: The final status, meaning all Menu Items and Modifier Options have been delivered to the customer.
This can also include the following status
Refunded: Once you select the Refund button and Confirm the action, the order status will update to Refunded. This process cancels the associated revenue as the money has been returned. You can also find more information on the refund with 1.5.2.2 Overview and terms for “Viewing Customer’s Orders”
Cancel Order: This is orders that were not approved by the staff for Orders that were placed on the Customer App. To cancel an order that was placed on the Customer App follow 1.5.2.8 How do I cancel or decline a customer order that was placed from the customer app
Customer: This is the Customer Name that the customer has entered or on the POS. However, on the POS, staff can enter the customers as “Guests”.
Type: Customers can receive their meals in several ways, such as Dine-in, Take-away (for immediate pickup), or Take-away for Delivery.
Created By: This is mainly for the POS and if the staff member who has placed the order for the customer.
Created On: This indicates the date and time when the order was created, whether via the Customer App or the POS.
Delivery Date: This date and time indicated when the Order has a been paid, when a Payment Method was selected either on the Venue Portal, POS or the Customer App.
Store: The Store indicates the specific Venue where the order was placed, especially relevant if you operate multiple locations.
Description: Currently the Description will show the Customer Name.
Tax: This is how much Tax was paid on the Order.
Price: This is the total of how much the customer had paid including Tax and Service that has been agreed to between the Venue and EnakPay.
Payment: This is the payment method the customer had used to pay for their order.
Pax: Pax is the total number of customers that were included in that Order.
Table: This is the Table Name the order was placed at.
Action: This is a button to view the Invoice / Order in more detail.