Tyms Help Guide: Resolving Invoicing, Upload, Payment, and POS Errors

This troubleshooting guide provides step-by-step solutions to common issues users may encounter on Tyms, including problems with sending invoices, importing sales or expense data, setting up payment details, and using the Point of Sale (POS) system. Whether you're facing upload errors,  or missing discount options, this guide will help you quickly identify and resolve the problem to keep your workflow running smoothly.

1. Unable to Send Invoice via the "Send" Button (Email)

• Ensure the customer's email address is saved in their contact profile.
• Use "Send" or "Publish and Send" only if the customer’s email is available.

2. Upload Errors When Importing Sales or Expenses Data

• Checklist Before Uploading:
  • Complete Required Fields: Make sure all necessary fields are filled in ;- Description, Item Price, Amount Paid, Category, Date, Branch Name, etc.
  • Inventory Dependency: If uploading sales data that affects inventory, upload your Inventory items first. The inventory record dates must precede the sales records.
• Correct Date Format:
  • Use a supported date format such as DD-MM-YYYY, YYYY-MM-DD, or YYYY/MM/DD.
  • Avoid text-based dates (e.g., “12th Jan 2024”).
  • Match the file’s date column format with the selected format on the import page to avoid errors like: “The data you are uploading contains a date that does not match the selected format.”
• Account Category Matching: Ensure revenue or expense categories in your file exactly match existing account names in Tyms.

3. Understanding Payment Type, Payment Account, and Category

• Payment Type:
  • Cash: Select “Cash”; leave the payment account field empty.
  • Bank: Select “Bank” and input the payment account number (e.g., 094555888).
• Payment Account: Indicates where the payment was received (typically the account number).
• Category: Classifies the transaction, such as a revenue or expense account.

4. Point of Sale (POS) 

a. Unable to Download Receipt After Recording a Sale

• Cause: Pop-ups are blocked in your browser.
• Fix:
  1. Click the padlock icon or “View Site Information” in your browser's address bar.
  2. Go to Settings > Permissions.
  3. Allow Pop-ups and Redirects for the Tyms POS page.

b. Unable to Add Discount on POS

• Cause: Discount feature is not enabled in settings.
• Fix:
  1. Go to Settings > Accounting > Sales on the main Tyms page.
  2. Enable “POS Discount Management”.
     • Note: The default discount is fixed unless POS discount management is enabled, which allows flexibility.
  3. Save your settings.
  4. Return to the POS page and click “Sync”.
  5. You can now apply discounts during sales.