Generating Invoices
Create professional invoices directly from confirmed orders.
Creating an Invoice
- Open a Confirmed or later status order
- Click Create Invoice
- The invoice auto-populates with order line items, quantities, and pricing
- Review and adjust if needed
- Click Save
Invoice Details
Each invoice includes:
- Invoice number (auto-generated)
- Customer billing info
- Line items with quantities and unit prices
- Subtotal, tax, and total
- Payment status
Downloading PDF
Click Download PDF on any invoice to generate a professional PDF document you can email or print for your customer.
Payment Terms
Set payment due dates on invoices:
- Due on Receipt — payment expected immediately
- Net 15 / Net 30 / Net 60 — payment due within the specified days
- Custom — set any due date manually
Invoice Templates and Branding
Invoices automatically include your company logo, address, and contact information from your Company Settings. Customize these in Settings to ensure professional-looking documents.
Emailing Invoices
Click Email Invoice to send the PDF directly to the customer's email address. The email includes a summary of the invoice and the PDF as an attachment.
Invoice Management
View all invoices from the Invoices page in the main navigation. Filter by:
- Customer
- Date range
- Payment status
- Amount range
See also: Payment Processing, Creating Orders