Creating an invoice for an order converts the temporary sales order into a permanent record of the order, which cannot be canceled.
Enter extra information about the order or unique instructions for your customer from Invoice Comments.
You may Ship and add Tracking information at this time, or you may skip this step and ship later (Shipping instructions below).
Select method of payment.
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.
Once an order has been placed, and fulfilled, it's time to ship.
If you are using a third party shipping integration such as ShipStation or ShipperHQ, this part is often automated for you. Select Order
Go to the Orders page and click the order you intend to ship. You can ship any order in the Processing or Pending status and the majority of users do not ship until the invoice has been paid.
Click on the Ship button at the top of the page.
In the Add Shipping Information section, click +Add Tracking Number to enter information about the carrier.
You will see three fields to customize:
Automatically fills with established shipping providers. Choose Custom Value to enter in an alternative carrier not listed.
Enter a numeric value for your invoice's tracking number.
You may receive a request from your customer requesting an extra item, or you may have a short supply of the product in stock and need to update your customer. Enter in a numeric value to change the quantity of each product shipped to your customer.
When your shipment is ready to be completed, scroll to the bottom of your screen. You will have an option to Email Customer before submitting your shipment. When you're done, click Submit Shipment.
You may mark an Order as Paid and at the same time as Shipping by clicking the Invoice & Ship button at the top of the page.
Updated 7 months ago