Creating a new invoice in the cash register (desktop)

A new account is created from the active cash register in the partner Zoyya web application on the computer. The invoice contains billing items, operator, payment method and customer information when the customer is selected.

When to use this option?

Creating a new account is used when you charge a customer for a service, product, gift card, membership fee or other item through the cash register.

If the account needs to be canceled after it has been issued, use the procedure described in the article Cancellation of an account (computer).

Operation steps

Account creation

1. In the side menu, open Receipts.
2. Select Cash register > Cash register - journal.
3. Click New receipt.
4. Select Services, Products or Gift cards and select the item you want to charge.
5. If necessary, select a client.
6. If necessary, add more items from the available tabs.
7. If necessary, edit the quantity, price or discount on the item.
8. Select Operator.
9. Select Payment method.
10. If applicable, enter tip and tip payment method.
11. To send an invoice by e-mail, turn on Send invoice to email and enter the address in the E-mail field.
12. To print, turn on Print Receipt.
13. If the account goes to a company, include Company account (R1) and enter the required information.
14. Click Charge.
15. Wait for confirmation Invoice successfully issued.

If the Checkout button is not available

1. Make sure the account has at least one item.
2. Make sure Payment method is selected.
3. Make sure Operator is selected.
4. Check if there is an empty item. If it exists, complete or remove it.
5. If you issue an e-Invoice, check whether the services and products have the registered KPD mark.
6. If the account contains an out-of-stock product, please check the warning before proceeding.

The invoice is issued when the following conditions are met:

• there is an active cash register
• active cash register is open for today's date
• there is an active operator
• the payment device has payment methods enabled
• the account has at least one item
• payment method is selected

Account information

In the form New receipt select:

• client or new client
• items from Services, Products, Gift cards and memberships when included
• quantity, price and discount on the item
• Operator
• Payment method
• tip for cash or card payment
• Send invoice to email
• Print invoice
• Company account (R1)
• note

Account for the company and e-Invoice

If you include Company Account (R1), ID, Name, Address, Zip code and City are mandatory.

In the case of an invoice for a company paid with a transaction invoice, when the location is in the VAT system, the form sets the invoice as an e-Invoice. Then Send invoice to email and Print invoice are disabled.

What happens after billing

By clicking on Charge, Zoyya issues an invoice, assigns it an invoice number and saves it in the active cash register.

If Print Receipt is on, the receipt is sent for printing. If Send invoice to email is enabled, the invoice is sent to the entered e-mail address.

The detailed printing procedure is described in the article Printing invoices (computer).

When paying by cash, card or other method, the account receives the payment date immediately. With a transaction account, the payment date remains blank until the account is marked as paid.

Marking a payment of a transaction account is described in the article Marking a transaction account as paid (computer).

Connected

• Work in active cash register (computer)
• Print invoice (computer)
• Account cancellation (computer)
• Refund at cash register (computer)
• Marking transaction account as paid (computer)

Updated on: 23/07/2026