How to Complete an Invoice in 24x7 Retail
- myPOS info
- Oct 11, 2025
- 2 min read
In 24x7 Retail, completing an invoice refers to the entire process of creating and finalizing a sales transaction — from adding items and applying discounts to selecting the payment method and issuing the customer receipt.
This process ensures that each sale is accurately recorded, inventory levels are updated in real time, and all payment details are securely captured. Once the invoice is completed, it becomes a permanent transaction within the system and is available for reporting, auditing, and shift reconciliation.
Adding Products and Discounts
Every sale begins with adding products to the invoice and applying any applicable discounts.
Add Items
Search or scan the product barcode to add it to the invoice.
Verify the product description, price, and stock information displayed on screen.
Apply Discounts
Enter discounts as a percentage or fixed value where applicable.
Discounts can be applied either at the item level or across the entire invoice.
The system automatically updates all totals after discounts are entered.
Processing the Transaction
Once all items and discounts are entered and verified:
Click the Pay and Complete button to proceed.
Select the Payment Method from the available options such as:
Cash
Card
Credit
Gift Voucher
Mixed Payment (combination of methods)
Enter the amount paid by the customer. The system will automatically calculate any balance or change due.
Review all details including subtotal, taxes, discounts, and net total before confirming.
Click Bill Close to complete the transaction and generate the invoice.
After this step, 24x7 Retail will:
Assign an invoice number automatically.
Update inventory quantities based on items sold.
Post the sale to the sales and accounting records.
Print or display the customer receipt, as configured.
After the Invoice is Completed
Once the invoice is completed:
The sale is finalized and cannot be edited or deleted.
Any corrections must be done through the Sales Return or Invoice Cancellation functions.
Each transaction is automatically recorded in the Audit Log with user ID, timestamp, and payment details.
The invoice appears in all sales reports, shift summaries, and daily reconciliation reports.
User Permissions and Controls
Only users with appropriate sales permissions can complete invoices.
Certain actions such as discounts or price overrides may require supervisor authorization.
All sales are tied to the active shift, and transactions are included in that shift’s summary until it is closed.
Tips
Always verify items, quantities, discounts, and payment details before finalizing the sale.
Ensure that the payment method and received amount are correct before clicking Bill Close.
Avoid leaving incomplete invoices pending during a shift to maintain accurate shift reconciliation.
Review the printed or digital receipt for accuracy before handing it to the customer.
Let’s look at how to complete an invoice in 24x7 Retail POS.
Comments