Sales
Print, Download or Share an Existing Sale Receipt
Sales History is the recovery point for an existing receipt. Select the exact bill, verify the customer, items, total and payment state, then choose the delivery action under Share.
- Menu path
- Home -> Sales History -> select a bill -> Share
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
Local Posnic Sales History and Share menu exercised and captured on 2026-09-09, frontend/static/script/js/modules/js/sales.js renderSaleDoc, emailSale, invoiceLink, whatsappSaleLink and showSMS, frontend/static/script/js/modules/js/sales_view.js printSale and salesPdf, api/src/routes/sales.routes.js salesPdf, invoiceLink and salesMailPdf routes, api/src/controllers/sales.controller.js createInvoiceLink and salesMailPdf, frontend/customersMailPrint.html and frontend/static/script/js/modules/js/customer_mail.js public customer receipt rendering and PDF download
Select and Verify the Exact Sale
- Open Home -> Sales History.
- Find the bill by bill number, customer, date, total or filters.
- Select the row so its receipt opens on the right.
- Match the bill number in the row, toolbar and receipt heading.
- Check customer, item names, quantities, prices, subtotal, total, payment method and Paid or Unpaid status.
- Stop if the receipt does not match the customer's transaction; do not send the nearest-looking bill.
Print or Download a Staff Copy
- Use Print for the counter's configured paper workflow. Receipt Print settings determine the base thermal or A4 behavior.
- The print path fetches the sale again and loads missing receipt templates on demand, so staff do not need to visit Settings first.
- Download PDF opens a new tab. Allow pop-ups for the Posnic site when the browser blocks that tab.
- The downloaded PDF is generated from the current saved sale; verify the opened document before attaching or filing it.
- A reprint or download does not create a second sale and does not change stock or payment state.
Email the PDF Safely
- Select Email from Share.
- Confirm the suggested customer email or enter the approved recipient address.
- Select Send once and wait for Posnic's result message.
- If Posnic reports that email is not configured, ask an administrator to configure and test Report Email/SMTP; nothing was delivered.
- For a delivery-critical invoice, confirm receipt with the customer or review the provider's delivery records.
Understand the Permanent Invoice Link
Copy invoice link is not the same as copying the current dashboard address. Posnic renders a PDF, uploads it to the configured invoice object store, saves the generated key on the sale, and returns a public URL. Later requests reuse the stored key instead of creating a new address.
- Treat the URL as customer data: anyone who receives it may be able to open the invoice without signing in.
- Send it only through an approved channel and only to the intended recipient.
- The link is designed to remain stable; deleting a chat message does not revoke a URL already shared.
- If object storage is not configured or upload fails, Posnic cannot create the link.
- WhatsApp prefers this link-first workflow, while SMS uses its configured receipt message path.
Troubleshooting
| Problem | Likely cause | Operator action |
|---|---|---|
| Wrong receipt opened | A similar row was selected. | Close the document, search by exact bill number and recheck the total before sending. |
| Download PDF appears to do nothing | The browser blocked the new tab or the login expired. | Allow pop-ups for Posnic, sign in again if needed, reopen the sale and retry once. |
| Print is blank | The saved template or printer path did not load correctly. | Reopen the sale, verify Receipt Print settings and test the local printer before retrying. |
| Email says nothing was sent | No valid SMTP/platform transport is configured. | Configure and test email, then resend from the same saved sale. |
| WhatsApp does not open | The browser blocked the new window or no WhatsApp handler/session is available. | Allow the new window and use a tested WhatsApp Web or desktop session; otherwise use PDF or email. |
| Invoice link cannot be created | Object-storage credentials, bucket access or network upload failed. | Keep the sale unchanged, use Download PDF as the controlled fallback and ask an administrator to inspect storage configuration. |
| Customer says the link went to someone else | The URL was shared to the wrong destination. | Escalate under the shop's privacy process immediately; do not assume deleting the message revokes access. |