Before You Start

An invoice is a formal document issued based on a transaction. It summarizes the purchased items, customer or company details, and the total amount due.

Why it’s important: #

• Ensures compliance with tax regulations.
• Provides customers (especially B2B clients) with official records for accounting.
• Helps track and report revenue accurately.

Step 1: Access the Transaction #

1. Login to the Selio App.
2. Tap Transactions from the home screen or navigate to Account > Transactions.
3. Select the desired transaction to open its details.

Step 2: Start Creating the Invoice #

• Press Create Invoice at the top of the transaction panel.
• You will now have two pathways depending on whether the customer already exists or not.

Attach Existing Customer & Company #

• Enable the Attach Existing Customer
• Search for the customer via phone number or email address.
• If found, select the customer.

Next steps:

• If the customer already has linked companies, select the company for invoicing.
• If no company exists, tap Add Company and follow the instructions to link one (see “Customer Details” guide for more).

Once all fields are completed:
Press Generate to create and print the invoice.

Add Company Details Manually #

1. If no customer is linked or you prefer manual input, you can:

• Search by VAT Number:
  • Enter the VAT number.
  • Press Validate to auto-fill company info (if valid).
• Manual Entry:
  • Fill out the company’s name, VAT number, address, city, and other fields manually.

2. Once completed, press Generate to print the invoice.

After Invoice Generation #

• You can reprint the invoice anytime by accessing the transaction and tapping Print Invoice.

 

📌 Additional Notes:

• A valid invoice can only be created after payment or comp/void processing has been finalized.
• Invoices will include all fiscal details from the transaction, including VAT, discounts, tips, and payment methods.

💡 Best Practices

• Pre-link companies to frequent customers for faster invoicing.
• Always encourage staff to validate VAT numbers to ensure the invoice meets fiscal regulations.
• For comped or voided transactions, invoices are available but with amounts shown as 0 or strike through for transparency.