# Bills, receipts & invoices

> Numbered customer documents with frozen snapshots, templates and a full history.

Source: https://sofra.tablixai.com/docs/billing-documents

Section: Run service

Sofra produces three customer documents from any order: a **Bill** (before payment), a **Receipt** (after payment) and an **Invoice**. Go to **Operations → Bills & Receipts** for the history, or print straight from an order.

## Draft → finalized → void

| Status | What it means |
|---|---|
| Draft | Created from an order. It re-reads the live order, so it follows changes. |
| Finalized | Gets a gap-free **document number** and its data and template are frozen, so later edits to the order or template never change it. |
| Void | Cancelled with a reason. The number is **never reused** and the document stays in history. |

Numbers are allocated per branch and document type from the branch’s prefixes (for example `INV`).

## Creating and printing

1. **Generate.** From the order page choose **Print Bill** (or **Print Receipt** once paid), or **Invoice**.
2. **Choose a template.** Use the default, or pick another to render the same data on a different paper size.
3. **Finalize and print.** Finalizing numbers and freezes the document; printing logs a delivery event. Reprints are logged too.

Every document keeps a **delivery log** (printed, reprinted, downloaded) and a print count. You can duplicate a document into a new draft.

> **Plan notes:** Bills and receipts are on every plan. Invoices (A4) and template selection are available from Basic; custom templates from Pro.

## What is on a document

- Restaurant name, branch, logo, address, phone, email, website and tax number.
- Order number, type, table, waiter, date and guest count.
- Customer name, phone, email and address if known.
- Items with quantity, unit price, modifiers and notes; subtotal, discounts, taxes and service charge, delivery and packaging fees, tip and total.
- Payments received, amount paid and change.

## Document templates

Go to **Settings → Document Templates**. Sofra ships with built-in system templates:

| Type | Built-in templates |
|---|---|
| Receipt / Bill | Standard Receipt (default), Compact Receipt, Detailed Receipt |
| Invoice | A4 Invoice |
| Kitchen ticket | Standard Kitchen Ticket (80 mm), Compact Kitchen Ticket (58 mm) |
| Bar ticket | Bar Ticket |
| Takeaway pickup | Takeaway Pickup Ticket |
| Delivery | Delivery Packing Slip, Delivery Slip |
| Cancel | Cancel Ticket |

_Screenshot: Document templates: system templates and a live preview._

### Choosing a template

For each document type pick the template to use for the whole restaurant or for the current branch only. Sofra resolves a template in this order: the one you asked for, the branch’s selection, a branch template, the restaurant’s selection, a restaurant template, and finally the system default.

### Custom templates

> **Available on Pro and above:** Creating your own templates requires Pro.

**Duplicate** a system template or choose **New Template**, then set the name, document type, **paper size** (58 mm, 80 mm, A5, A4), layout (compact or detailed), alignment, font size, which fields show, the header and footer text (thank-you message, return policy, terms, website, QR code value, promo message) and which order types it applies to. A **live preview** with sample data updates as you edit. Deleting a template never affects finalized documents because they keep their own copy.

### The Sofra mark

Customer documents carry a small Sofra mark in a corner. Pro Plus restaurants can turn it off in their template for fully white-labelled documents.

## Permissions

Viewing needs `documents:view` (staff without `documents:view_all` see only documents they created or for their own orders). Other actions need `documents:create`, `documents:finalize`, `documents:print`, `documents:reprint`, `documents:void` and `documents:templates_manage`.