Key terminology at a glance:

Previously	Now in Salonized
Invoice (for everything in the register)	Sale - the record of what the customer bought and paid
Thermal receipt	Receipt / proof of payment (created automatically after payment)
Formal invoice	Invoice - issued separately via Issue invoice (customer + address required)
Create credit invoice	Credit sale -> credit invoice or correction receipt
Delete invoice	Cancel sale (only when unpaid; status: Canceled)

1. Sales & the register

What is the difference between a sale, a receipt and an invoice?

This is the most important change. What used to be called an “invoice” in the register is actually a Sale: the record of what a customer bought and paid.

Sale – every transaction in the register.
Receipt – created automatically after a payment; this is the customer’s proof of payment.
Invoice – a formal document with extra requirements (e.g. always an address). You create it deliberately via Issue invoice, for example for business or medical customers.

For most transactions the automatic Receipt is enough; you only issue an invoice when the customer asks for one.

Where do I find my sales (previously “Invoices”)?

In two places:

Via Register > Sales – an overview of all sales.
Via Customer profile > Sales – the sales of one customer.

Click a row to open the details (customer, date, employee(s), number, items, payments and documents). Use the search bar at the top right to quickly find the right sale.

How do I view, print or email the receipt or invoice (PDF)?

Open the sale and click View Invoices & Receipts. You jump to Documents, where you can open, print or download each document as a PDF:

a Receipt (automatically with every payment);
an Invoice (if you issued one);
a correction receipt or credit invoice (after an edit or crediting).

Email it via Send digital invoice or Send digital receipt. For an old “classic” invoice you’ll see the View PDF button instead of the documents list.

How does the new invoice numbering relate to the sale number?

There are two separate numbers, and they don’t have to match:

Every Sale has its own sale number.
As soon as you create an invoice via Issue invoice, it gets its own sequential invoice number.

The invoice number is legally sequential and must not contain gaps. So don’t delete sales/invoices; use crediting or cancelling instead. Both numbers are shown on the sale.

2. Issuing invoices

How do I issue an invoice?

You create an invoice from the sale. You don’t have to fully pay the sale first – you can also issue an invoice for a (partly) outstanding sale, with a due date.

Open the sale and click Issue invoice.
Check the customer. An invoice requires a customer profile with an address (for a medical invoice also date of birth, national ID and insurer). Missing something? Click Add missing info.
Check the Invoice details: Sale date, Issue date and Due in (payment term, 14 days by default).
Check the items, subtotal, VAT and total, then click Review.
Optional: turn on Send to customer and fill in the email address, subject and message.
Review the preview and click Issue invoice (or Issue invoice and send).

The invoice then appears on the sale under Documents, next to the receipt.

Why can’t I edit an invoice after it has been issued?

This is intentional, to meet legal requirements: “Once issued, this invoice cannot be changed.” So review the preview carefully and, if needed, edit the Sale before you issue the invoice.

Something wrong afterwards? Correct it via Create credit invoice (when crediting) or Edit sale (for a correction), and issue a new invoice if needed. You can issue one invoice per sale.

How do I resend a receipt or invoice as proof of payment?

The Receipt is created automatically at checkout, so you don’t need to issue anything extra. Share it again via:

Send digital receipt – emails the receipt (proof of payment) to the customer.
Send digital invoice – if the customer specifically wants an invoice.
Print receipt and View PDF – to print or open as a PDF.

3. Crediting, correcting & cancelling

How do I credit a sale? (money back to the customer)

Crediting has always existed; it used to be called “create credit invoice” specifically. You now credit the sale directly (no more negative amounts in the register):

Go to Register > Sales and open the sale; click Credit sale.
Choose Credit item (untick the items you don’t want to credit) or Credit amount (a specific amount).
Choose a Credit method (Cash, Debit, Bank, Creditcard or Coupon). For a correction: the same method as the original payment.
Click Save.

Under available to credit you see the maximum: you can never credit more than has been paid. Depending on the document, a credit invoice (with an invoice) or a correction receipt (with only a receipt) is created. For a credited product with stock management, the stock is automatically returned.

Can I refund to the original payment method (e.g. card or Stripe)?

With the Credit method you record in Salonized how you refund. Note the distinction:

Salonized records the refund administratively on the chosen method.
Whether the money is automatically returned to the card/account depends on your payment provider (e.g. Salonized Pay, Mollie, Stripe or Treatwell). For online/card payments you often start the actual refund at that provider yourself.

Not sure how it works with your provider? Check this in your payment provider/dashboard before telling the customer the money is on its way.

I can’t see “Credit sale” – why not?

The option only appears when:

at least one payment has been made on the sale, and
no gift card or prepaid card was used on the sale.

Is the sale still outstanding (unpaid)? Check it out first; then Credit sale appears. Was the sale created by mistake and nothing needs to be paid? Then use Cancel sale. Is the sale partly paid? Then credit it via Credit amount, up to the amount already paid.

How do I correct a completed sale or a wrong payment method?

The payments in the detail screen are view-only. You change them via Edit sale:

Open the sale and click Edit sale; confirm the warning.
Adjust the items (via the three dots → Remove, or add new items) or change the payment method.
Click Checkout and then Complete sale.

Because you’re changing a completed sale, this counts as a correction: Salonized automatically creates a correction receipt (or a credit invoice if there is already an invoice). Using Cashups (day closure)? Then you can only edit a sale while the relevant cashup is still open.

Can I delete a sale? And what’s the difference between crediting and cancelling?

You can no longer delete a completed sale – this prevents gaps in the numbering and keeps your records correct. You have two options:

Credit sale – for a paid sale, to give (part of) the money back.
Cancel sale – for an unpaid/outstanding sale. Already a payment on it? Then the button is disabled and you credit instead.

Cancelled sales (status Canceled) remain visible in your sales overview and are included in your reports. Cancelling cannot be undone.