Creating an invoice for an order converts the temporary sales order into a permanent record of the order, which cannot be canceled.
From your Control Panel, click Orders.
Go to the Orders page and select the order you want to invoice.
In the top right click on the blue Invoice button.
Enter extra information about the order or unique instructions for your customer from Invoice Comments.
When your invoice is ready to be completed, scroll to Invoice Totals. You will have a few options before submitting your invoice.
Email Copy of Invoice
Click this checkbox to send your customer a copy of the invoice.
Use this option to send customized information about the order. The checkbox is only editable if you click Email Copy of Invoice.
When you're done, click Submit Invoice.
From the general order Information page click on the Invoice link (under Navigation) to open the invoice page. Click on the invoice and in the top right click Print.
This opens your browser's download queue and saves the invoice as a PDF, from where you can then print the invoice.
Please note: Clicking Print will not automatically send the invoice to your printer queue!
You can select multiple invoices for print by visiting the Orders page and selecting multiple orders with completed invoices. From the Batch Actions menu, click Print Invoices.
When an order has been invoiced, the order status changes from Pending to Processing until you create a Shipment.
Read more on Shipping an Order.
Updated 4 months ago