Bill History
Overview
The Bill History module is used to view and track bills generated through the Sales/POS system. It provides a historical list of billing transactions along with the bill number, total amount, number of items, employee who generated the bill, payment status, and billing date and time.
The module is primarily used for searching and reviewing previously generated bills.
Interface Overview
The Bill History interface displays existing billing records in a tabular format.
The main controls and information available include:
Search – Search for existing bills.
Filter – Filter bills using billing-related criteria.
Refresh – Reload the latest bill history records.
Pagination – Navigate through multiple pages of bill records.
The bill history list displays the following information:
Field | Description |
|---|---|
Bill Number | Unique bill number assigned to the sales transaction. |
Total | Total amount recorded for the bill. |
Billed By | Employee who generated the bill. |
Total Items | Number of items included in the bill. |
Payment Status | Current payment status of the bill, such as Success. |
Date & Time | Date and time when the bill was generated. |
Search & Filter Functionalities
The Search field can be used to locate specific billing records.
The Filter option allows bills to be narrowed down using the following criteria:
Billed By – Filter bills based on the employee who generated them.
Branch – Filter bills based on the branch associated with the transaction.
Payment Status – Filter bills according to their payment status.
Billed After – Show bills generated after a specified date.
Billed Before – Show bills generated before a specified date.
These filters can be combined to locate specific billing records within the bill history.
Managing Bill History Records
The Bill History module is designed primarily for viewing and managing previously generated bills.
Bills appearing in this module originate from completed billing transactions in the Sales/POS workflow. Users can use the search and filter options to locate the required billing record.
Each bill record has an Action Menu (⋮) that provides the following options:
View – Opens the bill to view its complete details.
Print – Prints the selected bill.
Download – Downloads a copy of the selected bill.
The Refresh button can be used to reload the list and display the latest available billing information.
Production Notes
Bill History contains previously generated sales/POS bills.
Each record contains a unique Bill Number.
The list displays the bill's Total, Total Items, Billed By, Payment Status, and Date & Time.
Bills can be searched and filtered based on billing information.
Available filters include Billed By, Branch, Payment Status, Billed After, and Billed Before.
The Refresh button reloads the latest records.
Pagination is provided when the number of bills exceeds the records displayed on a single page.