FoodServa and POSERVA
Receipts, Refunds and Printing
Receipts and printing in FoodServa and POSERVA cover every document a sale produces: the invoice, the Official Receipt, the refund receipt, kitchen slips and the shift report. You set up thermal or office printers, choose which documents print automatically, design the layout, and reprint, email or refund any sale later. It is used by cashiers at the counter and by managers who set up the outlet.
Before You Start
- Setting up printers and documents needs access to Settings > Printers and Settings > Document Designer.
- To print from the browser to a local thermal printer, install the VYROX printer connector on the counter computer. Download Connector for Windows or Connector for Mac from Settings > Printers.
Add a Printer
- Go to Settings > Printers and press Add Printer.
- Enter a Printer Name, for example ''Counter Printer'' or ''Kitchen Printer''.
- Choose the Printer Type: ESC/POS (Thermal) for receipt and kitchen printers, or Windows (System Dialog) for an office printer.
- Choose the Connectivity: USB, Network (TCP/IP) or Bluetooth. For a network printer, enter its IP Address and Port.
- Choose the Paper Size: 80mm (Standard) or 58mm (Compact).
- Under Print Behaviour, choose Print directly (no preview window) or Show preview window first.
- Tick Set as Center Default Printer for the main counter printer.
- Leave Status as Active and press Save.
To send items to a specific printer, set the printer on the item category or menu category. See Items, Categories and Combos and FoodServa Menu Setup.
Choose What Prints Automatically
In Settings > Document Designer you can turn on automatic printing for each document type:
| Setting | What Prints |
|---|---|
| Auto Print Invoice | The invoice, as soon as a sale is paid |
| Auto Print Official Receipt | The Official Receipt for the payment |
| Auto Print Proforma | The proforma bill when it is produced |
| Auto Print Slip | Transaction slips for credits, points or deposits |
| Auto Print Shift Report | The shift report at the end of a shift |
Design Your Documents
- Go to Settings > Document Designer.
- Use the preview tabs to switch between Invoice, Transaction Slip, Redemption Slip, Deposit, Refund Receipt and Official Receipt.
- Choose what to show, such as Display Logo, Display Centre Address, Display Tax / VAT Number, Display Tax Summary Table, Display Service Charge Summary Table and Display Footer Text.
- Set the Invoice Prefix and Official Receipt Prefix used in document numbers.
- Press Save.
Reprint or Email an Invoice
- Open the invoice from the sales list (Revenues), or from History on an F&B table card.
- Press Print to reprint it.
- Press Send via Email, type the email address and press Send.
The same buttons appear on an Official Receipt.
Refund a Payment
- Open the invoice or its Official Receipt.
- Press Refund.
- Follow the prompts to record the money returned to the customer. The prompt tells you how to return the money for that payment method, for example cash from the till or a refund on your card terminal.
When you refund an Official Receipt, the receipt is marked Refunded and the invoice goes back to Outstanding, so you can take payment again if needed. A Refund Receipt is produced, which you can print or email.
Submit an e-Invoice to LHDN
If your business is set up for LHDN MyInvois, invoices that need an e-Invoice show Validate Invoice. Press it to submit the invoice. An e-Invoice that must be withdrawn can be cancelled with Cancel e-Invoice while LHDN still allows cancellation.
Use the Print Queue
The Print Queue shows print jobs waiting to reach a printer. Open the Print Queue tile to see the Pending Queue with each Job, Printer, Source and Created time. When the queue is empty, all jobs have printed. The same page lists the centre's Printers with their Connection and Paper Size.
Frequently Asked Questions
Nothing Prints. What Should I Check First?
Check that the printer is switched on and online, that the printer connector is running on the counter computer, and that the printer is Active in Settings > Printers. Then open the Print Queue to see whether jobs are waiting.
Can I Email the Receipt Instead of Printing?
Yes. Open the invoice or Official Receipt, press Send via Email, type the address and press Send.
What Is the Difference Between an Invoice and an Official Receipt?
The invoice lists what was sold and the amount due. The Official Receipt confirms the payment received against it and carries its own running number.
Can I Change the Date on an Invoice?
Owner-level accounts see Change Date on an invoice to correct one that was recorded late. Other staff do not see this button.