Cash register setup
Cash register setup
Recommended setup order for the Zoyya cash register on desktop and mobile: certificate, premises, payment device, operators, and payment methods.Some readersObtaining a certificate for fiscalization
How to obtain and prepare the Fina .p12 certificate and configure it on a Zoyya payment device on desktop or mobile.Some readersRegistering business premises for a cash register
How to register business premises in ePorezna and enter the label on a Zoyya payment device on desktop or mobile.Some readersCreating a new payment device (desktop)
The payment device in Zoyya represents the point from which invoices are issued. It is a device or point of collection on which its own sequence of account numbers is kept, for example the reception computer, another computer in the location or another physical point of collection. This article is about the affiliate Zoyya web app on PC. When to use this option? Creating a new payment device is used when: location sets up a cash register for the first time, a new computer or other bFew readersHow to create a payment device (mobile)
A payment device identifies the place from which receipts are issued and has its own receipt-number sequence. Create a new one for a new place of payment, company, business premise or device sequence.Few readersSetting the default payment device (desktop)
The default billing device is the device that Zoyya uses to bill you on the computer you're working on. Before opening the cash register and issuing a bill, it is necessary to select the correct default payment device. This article is about the affiliate Zoyya web app on PC. When to use this option? Setting the default payment device is used when: the user prepares the cash register on the computer for the first time, after creating a new device you should start working on it, thFew readersHow to set the default payment device (mobile)
The default payment device is used for receipts issued on the current mobile device. Select the correct device before opening the cash register.Few readersChanging the payment device and its effect on invoice numbers (desktop)
Changing the billing device affects the invoice numbers that are issued after the change. That is why it is important to distinguish between editing an existing payment device and opening a new payment device. This article is about the affiliate Zoyya web app on PC. When to use this option? Use this instruction when you need to decide: whether the existing payment device is being modified, if a new payment device is opened, if another payment device is set as default, how theFew readersChanging a payment device and receipt numbers (mobile)
Changing the payment device can affect the numbering of future receipts. First decide whether to edit the existing device or create a new one.Few readersPayment methods on a payment device (desktop)
Payment types determine which payment methods the user sees when issuing a bill on a certain payment device. They are set by payment device, so different payment points have separate settings. This article is about the affiliate Zoyya web app on PC. When to use this option? Payment types are used when: the user determines which payment methods he sees when issuing the invoice, the location does not accept a certain type of payment on that device, Transaction should be turnedFew readersPayment methods on a payment device (mobile)
Payment-method settings determine which methods are offered when issuing a receipt on a specific payment device.Few readersAdding and editing operators
How to add, edit, and set an operator for issuing receipts in Zoyya on desktop or mobile.Some readersSetting up an invoice printer (desktop)
The receipt printer is placed on the payment device. To print from Zoyya, it is not enough that the printer is installed on the computer; it is also necessary to have printing support that allows Zoyya to access the printers installed on that computer. Without printing support, Zoyya does not communicate with the printer, so the invoice is not sent to print from the application. This article is about the affiliate Zoyya web app on PC. When to use this option? Printer setup is used when:Few readers
Working with the cash register
Cash register - basic terms and prerequisites
Key concepts and requirements for issuing receipts in the Zoyya cash register on desktop and mobile.Some readersOpening the cash register (desktop)
In the partner Zoyya web application on the computer, the cash register must be opened before issuing the invoice. By opening the cash register, Zoyya creates an active cash register for the selected payment device and location. When to use this option? Open the cash register at the beginning of the working day, at the beginning of the shift or before issuing the first bill for the selected payment device. Opening the cash register does not need to be repeated for each account. If the locaFew readersHow to open a cash register (mobile)
Open the cash register in the partner Zoyya web application before issuing receipts. Opening it creates an active cash register for the selected payment device and location.Few readersWorking with an active cash register (desktop)
The active cash register is a place in the partner Zoyya web application on the computer where the user monitors the turnover of the current cash register and issues new invoices. While the cash register is active and open for today's date, invoices are created and viewed in it. When to use this option? You use the active cash register during the working day to issue invoices and monitor current traffic. Operation steps Work in the active cash register In the side menu, open **Few readersWorking in an active cash register (mobile)
The active cash register shows the current journal's turnover and receipts and is where new receipts are created in the partner Zoyya web application on mobile.Few readersClosing the cash register (desktop)
Closing the cash register in the partner Zoyya web application on the computer closes the active cash register and saves the final turnover amounts. After closing, this cash desk is no longer used to issue new invoices. When to use this option? You close the cash register at the end of the working day, at the end of the shift or before opening a new cash register if the previous one remained active. Operation steps Closing the active cash register In the side menu, open **ReceiFew readersHow to close a cash register (mobile)
Closing the active cash register stores its final turnover totals. A closed journal can no longer be used for new receipts.Few readersCash register overview (desktop)
Viewing the cash register in the partner Zoyya web application on the computer is used to view all cash registers in the location. It is used to check the cash register number, date, opening and closing time, amount and status of the cash register. PLATFORM_SWITCH: Desktop · Mobile When to use this option? Use Journal sheet when youFew readersCash register overview (mobile)
The cash register overview in the partner Zoyya web application on mobile is used to open the active cash register and review active and closed cash registers for the location. PLATFORM_SWITCH: Desktop · Mobile When to use this option? Use Journal list when you want to check a cash register's status and turnover, open the active casFew readers
Invoices
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 tFew readersHow to create a new receipt (mobile)
A new receipt is created from the active cash register in the partner Zoyya web application on mobile. It contains the charged items, operator, payment method and customer details when a customer is selected.Few readersInvoice layout
This article explains what the invoice looks like when opened as a PDF or printed from Zoyya. The invoice is displayed in two formats: A4 and ROLL. A4 is a full PDF view of the invoice. Used for viewing, downloading, archiving and standard office printing. ROLL is a narrow thermal print for a POS printer. It is used for quick printing of receipts on a roll. The PDF receipt can be opened in the partner Zoyya web application on desktop and mobile. The print format is determinedFew readersViewing issued invoices (desktop)
The overview of issued invoices in the partner Zoyya web application on the computer serves to find and check the invoices issued in the cash register. From this view, the invoice details are opened, the invoice is sent by e-mail, the invoice is printed, the PDF is downloaded, a reversal is initiated and the transaction invoice is marked as paid. PLATFORM_SWITCH: Desktop · [Mobile](https://help.zoyya.com/en/articleSome readersViewing issued invoices (mobile)
The overview of issued invoices in the partner Zoyya web application on the mobile phone is used to find and check the invoices that have been issued at the cash register. From this view, open the account details, send the invoice by email, download the PDF, initiate a reversal, and mark the transaction invoice as paid when these actions are available for the selected account. PLATFORM_SWITCH: Desktop · [Mobile](htFew readersPrinting an invoice (desktop)
The invoice is printed in the partner Zoyya web application on the computer automatically after issuance or subsequently from the invoice details. Printing depends on the settings of the payment device and the availability of the printer. When to use this option? You use the printout when the client wants a physical invoice or when you need a copy of an already issued invoice. If you want to open and view the PDF of the invoice, click Download in the invoice details. Operation stepFew readersCancelling a receipt (desktop)
Invoice cancellation in the partner Zoyya web application on the computer is used when it is necessary to cancel an already issued invoice. The user initiates the chargeback from the original account. When you cancel an account, Zoyya does not delete the original account. Instead, the original account gets Cancelled status, and Zoyya creates a new Cancelled account that cancels the original account. That is why both entries are visible in the records: the original invoice that was canceSome readersCancelling a receipt (mobile)
In this article, you will learn how to cancel an issued receipt through the Zoyya partner web app on a mobile device. Start the cancellation from the original receipt details. When you cancel a receipt, Zoyya does not delete the original receipt. The original receipt receives the Cancelled status and Zoyya creates a new cancellation receipt with negative quantities and amounts that offset the original receipt. Both records therefore remain visible in the issued receipt overview. **PLATFORMFew readersIssuing a refund from the cash register (desktop)
A refund in the partner Zoyya web application on a computer depends on how the payment was processed. For cash, a card charged on the salon's POS device, or an IBAN payment, first cancel the original receipt in Zoyya and then return the actual funds outside Zoyya. For an online payment, Zoyya sends the refund request to the connected payment provider after the applicable action is completed. Refunding a payment that was not processed online This workflow applies to cash, a card charged on tSome readersRefunds in the Cash register (mobile)
The correct refund flow depends on how the money was charged. For cash, an external POS terminal or an IBAN payment, cancel the original Zoyya receipt and return the money through the original payment channel. For an online payment, the applicable Zoyya action sends the refund request to the connected payment provider.Few readersMarking a transaction receipt as paid (desktop)
Marking the transaction invoice as paid in the partner Zoyya web application on the computer is used for invoices that were issued with the payment method Transaction receipt, but the payment was not recorded immediately when the invoice was issued. PLATFORM_SWITCH: Desktop · Mobile When to use this optiFew readersMarking a transaction receipt as paid (mobile)
In the partner Zoyya web application on the mobile phone, the transaction account is marked as paid from the account details. The action serves to record the payment that was received after the invoice was issued. PLATFORM_SWITCH: Desktop · Mobile When to use this option? Use this action when you want to reFew readers
e-Invoices
Setting up outgoing and incoming e-Invoices
e-Invoice is an invoice that is issued, sent and received in a structured electronic form. It is not a PDF sent by email, but an electronic document that is exchanged through the e-Invoice system. This article describes the joint setup for outgoing e-Invoices that the location sends to customers and incoming e-Invoices that the location receives from suppliers. Sending and receiving e-Invoices is set up together because the same certificate is used, Fina as an information intermediary and the sSome readersViewing and managing outgoing e-Invoices (desktop)
The outgoing e-Invoice is the invoice that the location issues to the customer and sends through the e-Invoice integration. In the partner Zoyya web application on the computer, the outgoing e-Invoice is issued from the cash register, and later it is monitored through the overview of issued invoices. Setting up the integration is described in the article [Setting up outgoing and incoming e-Invoices (computer)](https://help.zoyya.com/en/article/setting-up-outgoing-and-incoming-e-invoices-desktopFew readersViewing and managing outgoing e-Invoices (mobile)
In the partner Zoyya web application on the mobile phone, outgoing e-Invoices are viewed through the Receipt sheet. This article explains how to find an already issued e-Invoice on a mobile phone, open the details and check the sending status. PLATFORM_SWITCH: Desktop · Mobile When to use this optiFew readersViewing and managing incoming e-Invoices (desktop)
This article is about the affiliate Zoyya web app on PC. Review of incoming e-Invoices is used to work with supplier invoices received through the e-Invoice system. On the computer, the user views the list, filters invoices, opens details, downloads attachments, confirms receipt, rejects the invoice or marks it as paid. Accounts are not entered manually in this overview. If the expected invoice is not visible, please contact Zoyya Support. PLATFORM_SWITCH: [Desktop](https://help.zoyya.comFew readersViewing and managing incoming e-Invoices (mobile)
This article is about the affiliate Zoyya web app on mobile. Incoming e-Invoices on the mobile phone are viewed through Incoming receipts in the Main menu. View on mobile is for checking vendor invoices, searching, filtering, opening details, downloading attachments, confirming receipt, rejecting invoices, marking invoices as paid, and using 2D barcodes for payment when these actions are available by invoice status. Incoming e-Invoices that have already arrived through the e-Invoice systemFew readers