Follow these steps to quickly create a bill, apply loyalty discounts, and share the receipt with your customer.
- Navigate to Billing: Click on the Billing tab in the left-hand menu.
- Add Products:
- Use the search bar to find an item and select it from the dropdown.
- Click Add Item and repeat the selection process for all products being purchased.
- Select Payment: Choose the appropriate Payment Method (e.g., Cash, Card) from the dropdown menu.
- Apply Loyalty Offer (Optional):Next Visit Discount: You will find an option to offer a 5% discount on the customer’s next visit. Enable this option if desired; the generated bill will include a line noting the 5% discount with a 15-day validity.
- Finalize: Click the Generate Bill button.
- Distribute Receipt: Once the bill is generated, you have two options:
- Print: Click Print to send the receipt directly to your connected printer.
- Share via WhatsApp: Click the Share button, enter the customer’s mobile number (including the country code), and the system will open your WhatsApp Web to finalize sending the bill.
