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Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.

Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.

Contents

Printing or sending invoices

Your task/initial situation

You operate in JTL-POS ERPConnected mode. A customer would like you to issue them an invoice. With JTL-Wawi, you can either simply print an invoice for the customer or send it to them via email.

Prerequisites

You operate in JTL-POS ERPConnected mode. Read more here: Connecting JTL-POS to JTL-Wawi.
Optional: You have customised the invoice template in JTL-Wawi for your company. Read the descriptions about this in the Templates section of the JTL-Wawi documentation.
You have created the customer for whom you would like to issue an invoice in JTL-Wawi or JTL-POS and have added all relevant information to the customer master data.
To print: You have set up a printer for printing invoices in JTL-Wawi. Read the descriptions about this in the Printer section of the JTL-Wawi documentation.
For sending via email: You have set up an email account in JTL-Wawi. For more information, read the instructions on: Adjusting the email settings.

Printing or sending an invoice during checkout

Create a receipt and add all the items that the customer would like to buy.
Assign the customer to the receipt. Read more here: Assigning a customer to a receipt.
Tap Go to checkout and go through the payment process as usual. After the payment, the Payments completed dialogue box will open.
Enable the check box for printing or sending the receipt via email.

Tap Complete. The receipt will now be transmitted to JTL-Wawi as a sales order. JTL-Wawi will create an invoice for the sales order and then issue the invoice as indicated.

Reprinting or resending an invoice copy

You can resend invoices that you created during the checkout process to customers via JTL-Wawi.

Please note: You can only reprint or resend invoices that have already been generated during the checkout process. It is not possible to create an invoice for a receipt after the fact.

In JTL-Wawi, go to the Sales area and look for the sales order that matches the receipt for which you would like to create an invoice.
Select the sales order from the list and click on Output. Select the option Invoice > Print or Email depending on the desired output method. The invoice will be issued accordingly.