Convert an order into an invoice

Create an invoice from your reviewed order items.

Step by step

1. 1

   Create and review the order first. Confirm the customer, currency, and sales total.

2. 2

   Open Finance → Orders, find the saved order, and choose its Invoice action when available.

3. 3

   Review the Create Invoice dialog, choose the invoice date shown, and confirm Create Invoice.

4. 4

   Open Finance → Invoices to inspect the generated invoice lines, totals, outstanding amount, and status.

5. 5

   Share the invoice when ready and use Customer Receipts to record money received.