Understand How Invoices Work

Summary

Understand how invoices work in Selio so your team can generate the right billing document at the right moment without confusing invoices with receipts or payment status.

Before you begin

• Make sure the business uses invoice generation as part of its operational flow
• Confirm the team knows when an invoice is needed and when it is not
• Align the staff on what billing details must be available before generating an invoice

Steps

1. Start with the order or transaction that may require an invoice.
2. Confirm the billing details needed for invoice generation are available.
3. Review when the invoice should be generated in your restaurant workflow.
4. Generate the invoice from the correct Selio flow when appropriate.
5. Review the created document carefully.
6. Use the invoice record as the billing reference for that order or transaction.
7. Make sure the team understands that invoice review should always happen against the actual Selio invoice data.

Troubleshooting