Export CSV, PDF, print and email

Where the back office lets you take figures and papers out, and what each holds. Export CSV on every report table, a bill's Print, Export PDF and Email in the Sales list, Day end by POS as a PDF, and the QR codes as PDF stickers.

Who uses it:OwnerManagerWhere:Back office
On this page

The back office shows everything on screen, and lets you take it out where you need it: a CSV file for a spreadsheet, a PDF to keep or send, a printed receipt, or a receipt emailed to a guest. This guide says where each button is and what it gives you.

ButtonWhereWhat you get
Export CSVabove each table of a report, and on Deposits, Members, Member sales and a customer's statementthe rows of that table, as a spreadsheet file
Printa bill in the Sales listthe receipt, through your browser's print window
Export PDFa bill in the Sales listthe receipt as a PDF file
Export PDFa customer's statement, in Customersthe statement as a PDF file
Emaila bill in the Sales listthe receipt, emailed to the address you type
Download PDFDay end by POSthe day's report on A4
Download PDF, Permanent QR for all tables (PDF), PDFQR Ordering, Codes to printQR codes to print and stick

Export CSV

The Sales report's Day by day table, with its Export CSV.
  1. Export CSV: saves the rows of this table as a .csv file, to your browser's downloads.
  1. Open the report and choose the outlet, the POS and the dates. See Dates, presets and the business day.
  2. On the table you want, click Export CSV.
  3. Open the file in Excel, Google Sheets or Numbers.

What the file holds:

  • One line per row of the table, with a first line of column names. The money is plain numbers, without RM, ready to add up.
  • The rows the report found, for the outlet, POS and dates chosen. The Sales list shows 500 bills at a time and saves the bills listed on screen: press Load the next 500 at its foot first when you need them all.
  • Names in any language. Chinese and Malay item names open correctly in Excel.
  • A name that says what it is, such as sales.csv, sales-list-2026-10-01-to-2026-10-07.csv or day-end-by-pos-HQ-2026-10-23.csv. With one POS chosen, its code is added: sales-T01.csv. In the Sales list's file, while it covers several outlets, a column says which outlet each bill is.

A table with nothing in it saves no file.

A bill: Print, Export PDF and Email

In Reports, Sales Report, Sales list, click a bill. The window Bill HQ-000123 opens, with the bill's details on the left and its receipt, drawn as the POS prints it, on the right.

One bill from the Sales list: the receipt and its four buttons.
  1. Print: opens your browser's print window with the receipt alone, at the width of a receipt roll. Choose a printer and print. Use it to give a guest a copy from the office.
  2. Export PDF: saves the receipt as a PDF, named receipt-HQ-000123.pdf.
  3. Email: opens a box to type the guest's email address.
  4. WhatsApp: not set up yet. It says WhatsApp sending is not set up yet. and suggests Email or Export PDF meanwhile.
  5. The address: the guest's email address.
  6. Send receipt: sends the receipt. The window then says Receipt sent to customer@example.com. Cancel closes the box.

‹ Previous and Next › at the top of the window move to the bill before or after, without closing it.

Day end by POS as a PDF

In Reports, Other Reports, Day end by POS, choose the outlet and the day. Two buttons stand above the report:

  • Export CSV: every line of every POS and the outlet's total, as a spreadsheet.
  • Download PDF: the same on A4 pages: the outlet, the business day, whether the day is closed, then a table for each POS and one for the outlet total. It reads Making the PDF… while it is made, then saves day-end-by-pos-HQ-2026-10-23.pdf.

QR codes as PDF

In General Setup, QR Ordering, the part Codes to print makes QR codes you print and stick:

  • Download PDF beside the delivery and pick up code: one A4 poster with the outlet's name and the code large.
  • Permanent QR for all tables (PDF): one file with a card for every table. Its window asks how many Codes on each A4 page (1, 4, 6 or 12), which Floor (or All floors), and whether to Make a NEW code for every table. Click Make PDF.
  • PDF on a table's row: that table's card alone.

See QR Ordering: codes to print.

What if…