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The Invoice Screen

The Modern Traditional

The Invoice Screen is where all of your daily invoicing will be done. Administration tasks such as Reports, Accounts Receivable, Purchase Orders, and Inventory Control are performed in different screens in Cash Register Express and are explained in other chapters.

Before you begin processing invoices, you must manually enter your inventory items into CRE. You may want to enter just a few items at first so you can get a feel of how the program works, and then progressively add more items. Refer to Chapter 2: Inventory Control for more information on adding inventory items.

Cashier Functions

The Cashier Functions screen displays functions used by cashiers. To access the Cashier Functions menu in the Modern Invoice Screen, click on Options, and then click on Cashier Functions, or simply press in the invoice screen. You can quickly select a menu or function by pressing the shortcut key shown in its upper left-hand corner. Click on Done to exit the Setup menu.

Change Cashier ID

This screen allows you to change the ID of the current cashier without exiting the program and logging in again. Invoices are tracked by Cashier ID, and any settings saved for the Cashier ID will be automatically recalled. The administrator may enter the administrator password to override any functions that are locked out to the cashier.

To change the current Cashier ID:

Select Change Cashier ID from the Cashier Functions screen (Modern) or select Change Cashier ID from the Setup menu (Traditional). Type in the new Cashier ID, then click on OK or press . Enter the password for the specified Cashier ID.

Open Drawer

This function lets you open the cash drawer with the administrator password. You can also use this function to verify that your cash drawer is functioning properly. To open the cash drawer, select Open Drawer from the Cashier Functions screen (Modern) or select Open Cash Drawer from the Setup menu (Traditional). Type in the administrator password, then click on OK or press .

Clock In/Clock Out

This function allows employees to clock in or clock out. Restaurant employees are prompted to enter the amount of tips they collected when they clock out. To access this screen, select Clock In/Clock Out from the Cashier Functions screen (Modern) or select Clock In/Clock Out from the Tools menu. To clock in, click on Clock In or press . To clock out, click on Clock Out or press . Click on Cancel or press to quit without clocking in or out.

Recall Invoice

This function allows you to display a completed or voided invoice. To view an invoice, select Recall Invoice from the Cashier Functions screen (Modern) or select Recall Invoice from the Sales Information menu. To reprint the invoice from this screen, click on Print Invoice or press . Once you are done viewing an invoice, click on End Display or press (Modern) or Done or (Traditional) to exit this screen. NOTE: When you recall an invoice, you cannot edit it in any way, nor can you delete it.

Recall On Hold Invoice

This function allows you to recall an on hold invoice by the Hold ID that you entered when you originally put it on hold. Once you recall an on hold invoice, you can process it to completion, void it, modify it, or put in on hold again. To access this screen, select Recall On-Hold Invoice from the Cashier Functions screen (Modern) or select Recall On Hold Invoice from the Sales Information menu. For more information on placing an invoice on hold, see Chapter 4: Creating Invoices: Dissecting the Invoice Screen.

Display On Hold ID Numbers

This function displays an on screen report of all the invoices currently on hold. The report also shows the corresponding On Hold ID, invoice number, as well as the date and time that the invoice was placed on hold. You can use this report if you forget the On Hold ID for an invoice. To access this screen, select Display on Hold Ids from the Cashier Functions screen (Modern) or select Display On Hold ID Numbers from the Sales Information menu (Traditional).


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