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Sales and invoice history

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What you need

To have made at least one sale. DiroTPV does not include advanced reports: the history with filters is the tool for checking what you have sold and invoiced.

1. Open the sales history

In the side menu choose Sales history. You can filter by customer, by date range and by whether the sale has been invoiced.

2. Check pending or failed sales

A separate section lists the sales that could not be synced, with the reason for the failure. From there tap Retry to send them again.

3. Open the invoice history

In Invoice history you see number and year, customer, date and total, with the same filters. Opening an invoice shows its lines and lets you resend it by email.

4. Group into a monthly invoice

If you sell to a customer several times a month without invoicing, tap Consolidate month, pick the customer and the month and check which sales will be included. When you confirm, a single invoice is generated. If the same product was sold at different prices, it appears on separate lines. This operation also needs a connection.

What’s next

If you are going to print tickets and invoices, continue with Bluetooth printing.

Next guide: Bluetooth printing