Managing orders is one thing, but getting paid requires professional invoices that inspire confidence and prompt action. If you've been manually creating invoices in spreadsheets or external tools, that friction is now a thing of the past.
Introducing Invoicing: Turn Orders Into Professional Invoices Instantly
Managing orders is one thing, but getting paid requires professional invoices that inspire confidence and prompt action. If you've been manually creating invoices in spreadsheets or external tools, copying order details line by line, you know how time-consuming and error-prone this process can be. As of February 11, 2026, that friction is now a thing of the past.
Our new Invoicing feature transforms how you bill customers by letting you auto-generate professional, branded invoices directly from your orders with a single click. No more data entry, no more formatting headaches—just polished, ready-to-send PDFs that help you get paid faster.
What This Feature Does
The Invoicing feature gives you complete control over your billing workflow. You can create invoices manually when you need custom billing arrangements, or automatically generate them from existing orders to eliminate duplicate data entry. Each invoice includes detailed line items with quantities and pricing, ensuring transparency for your customers and accuracy for your records.
Every invoice you create gets a unique invoice number and tracks its status throughout the payment lifecycle. When you're ready to send an invoice to a customer, you can download it as a professionally formatted PDF with your brand's visual identity. The system generates these PDFs using Prawn, a robust PDF generation library that ensures consistent, high-quality output every time.
Turn orders into payment-ready invoices in seconds, complete with branded PDFs that look as professional as your business deserves.
You access all invoicing functionality through the dedicated /invoices section of your platform, where you can view, manage, and generate invoices from a centralized dashboard. This streamlined approach keeps your billing organized and accessible whenever you need to reference past invoices or create new ones.
Why It Matters
Professional invoicing directly impacts your cash flow and brand perception. When customers receive clear, well-formatted invoices, they can process payments faster and with greater confidence. The ability to auto-generate invoices from orders eliminates the risk of transcription errors that can delay payment or damage customer trust. You're also saving significant time—what used to take 10-15 minutes per invoice now happens instantly.
For businesses managing multiple orders daily, this efficiency compounds quickly. Instead of spending hours each week on invoicing administration, you can focus on growth activities while maintaining the professional billing standards your customers expect. The branded PDF output ensures every invoice reinforces your business identity, turning a routine administrative document into another touchpoint for your brand.
Who Can Use This Feature
The Invoicing feature is available to users with Owner, Admin, or Manager roles within your organization. This role-based access ensures that team members with financial responsibilities can manage invoicing while maintaining appropriate organizational controls. Please note that this feature requires the invoicing_enabled plan gate, meaning it's available on specific subscription tiers designed for businesses with invoicing needs.
How It Works
Getting started with invoicing is straightforward. Navigate to the /invoices section where you'll find your invoicing dashboard. From here, you have two primary workflows depending on your needs.
Auto-Generating Invoices from Orders
When you have an existing order that needs invoicing, simply select the order and choose the auto-generate option. The system pulls all relevant information—line items, quantities, pricing, and customer details—directly from the order record. It assigns a unique invoice number automatically and sets the initial status. You can review the generated invoice, make any necessary adjustments, and then download the branded PDF ready for delivery to your customer.
Creating Manual Invoices
For custom billing scenarios, you can create invoices from scratch. Add your line items one by one, specifying quantities and pricing for each. The system calculates totals automatically as you build the invoice. You maintain full control over invoice numbering and can set the appropriate status based on your workflow. Once complete, generate the same professional PDF output that auto-generated invoices receive.
Managing Invoice Status
Throughout the invoice lifecycle, you can track and update status to reflect where each invoice stands in your payment process. This status tracking helps you monitor outstanding invoices, follow up on overdue payments, and maintain clear financial records. The invoice numbering system ensures you can easily reference specific invoices in customer communications or internal discussions.
Additional Details
Feature Component Description
| Invoice Creation | Manual entry or auto-generation from existing orders
| Output Format | Branded PDF documents generated with Prawn library
| Line Items | Detailed rows with quantities, descriptions, and pricing
| Invoice Numbering | Automatic unique identifier assignment for tracking
| Status Tracking | Monitor invoice lifecycle from creation to payment
| Access Location | /invoices section of the platform
Start Invoicing Like a Pro
Professional invoicing is no longer a time-consuming administrative burden. With one-click order conversion, automatic PDF generation, and branded output, you can bill customers with the speed and polish that modern business demands. Head to the /invoices section today and experience how effortless professional invoicing can be—your orders are ready to become payment-ready invoices whenever you are.
