Overview

In Platter, users can open previously finalized receipts directly from the POS or Back Office. From the POS, receipts can be accessed either through the Floor Plan (press and hold a table) or the Orders module. From the Back Office, all invoices can be searched and filtered using the Sales Reports section.

Prerequisites

• User role must have permission to view order history, void items, and process refunds.

• The receipt must be finalized (payment taken) unless the order is being edited.

Opening a Finalized Receipt from the POS

Method 1: From Floor Plan (Press & Hold Table)

You can use this when the user knows which table the customer was seated at.

1. Tap Floor plan in the left navigation bar.

2. Press and hold the table.

3. A pop-up for that table appears, showing:

   • Open receipts – the current active invoice (unpaid)

   • Previous receipts – earlier paid invoices

   • Date and time

   • Amount

   • Order number

   

4. Select the receipt from the list. The order opens.

5. Tap Checkout to see the receipt details. From here the user can:

   • Void payments or the invoice (if permissions allow)

   • Process refunds

   • Print the invoice

   • View order and payment details

   

Method 2: From POS > Orders Module

Use this method when the user does not know the table or wants to see all order types.

1. Tap Orders in the left navigation bar.

2. This module displays all invoices for the selected date, including

   • Dine-In

   • Takeout

   • Delivery

   • Open and closed (paid) invoices

     

3. Tap Filters to narrow down results, then tap Apply

   • Booking type: All, Dine in, Takeout, Delivery

   • Status: All, Open, Closed

     
     

4. Once the list is filtered, scroll to find the desired invoice. You can also search by order or invoice number.

   

5. Tap the invoice. The invoice details appear on the right side.

   

6. Tap Open order, then tap Checkout to view the full receipt.

   

7. From here, the user can:

   • Refund (card payments)

   • Void

   • Print the invoice

   • Review all order details

   

   A finalized receipt must be unfinalized before it can be changed. When you tap Edit or Void, Platter asks you to Unfinalize it first.

Opening a Finalized Receipt From the Back Office

Use this for checking summary details of invoices (not full receipts).

1. In Platter Back Office, go to:

   
   Reports > Sales by invoices Report

2. This page shows summary information for every invoice, including:

   • Total amount paid

   • Table number

   • Server name (who took the order)

   • Order type (Dine-in, Takeout, Delivery)

   • Payment type

   • Bill details summary

     

3. Use filters to narrow results:

   • Date range

   • Order type

   • Payment status

4. Use the Search bar to look up by:

   • Order ID

   • Invoice ID

   • Customer name

5. Select any row to view high-level details, but note:

   • The Back Office cannot open or display the full receipt.

   • An item-by-item breakdown is not visible here.

   • Refunds and voids cannot be performed from the Back Office.

6. Users may export the report for accounting or reconciliation purposes

Troubleshooting

Invoice not visible on Floor Plan

• The table may have been cleared or used for another order.

• Try finding the invoice in the Orders module instead.

Unable to void or refund

• User role may not have the correct permissions.

• The invoice may be too old, depending on the refund policy settings.

Invoice not showing in the Orders module.

• Check the date and the filters (Booking type and Status).

Cannot find the invoice in the Back Office

• Expand the date range.

• Use the Order ID or Invoice ID in the search bar.