In some cases, you may need to convert an existing retail sales receipt into an invoice. Butler provides this option with a simple and quick process.
Follow these steps:
1. Go to the Order
To find the document you want to convert into an invoice, locate the order either from the Order History, from an Unpaid Table, or in the Point of Sale.
Select the order details (
) and, at the bottom of the screen, locate the receipt you want to convert.
2. Start Conversion
Click the “Convert to Invoice” action button.
3. Confirm and Execute Action
A security window will appear asking you to confirm your action. Please note that this action is irreversible: the receipt will be canceled, and a new invoice will be issued.
Wait 5 seconds until the “Execute” button becomes active, then click it.
VAT ID (AFM): In the new window that appears, enter the Tax Identification Number (AFM) of the business for which the invoice will be issued.
Payment Method: From the dropdown menu, select the payment method that will be shown on the invoice and reported to myDATA.
For the appropriate payment method, consult your accountant.
5. Complete Conversion
Click the “Convert to Invoice” button. The system will automatically issue a credit note to cancel the receipt and then issue the new invoice.
