Shipping & Invoicing

Creating an Invoice

Creating an invoice for an order converts the temporary sales order into a permanent record of the order, which cannot be canceled.

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You will need to create an invoice before shipping any orders.

Go to the Orders page and select the order you want to invoice.

Click on the Invoice button at the top of the page.

Add Invoice Comments (optional)

Enter extra information about the order or unique instructions for your customer from Invoice Comments.

Shipping (Optional)

You may Ship and add Tracking information at this time, or you may skip this step and ship later (Shipping instructions below).

Payment (Optional)

You may mark as paid at this time, or you may skip this step and add payment later.

Submit Invoice

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.

Append Comments

Use this option to send customized information about the order. The checkbox is only editable if you click Email Copy of Invoice.

Shipping an Order

Once an order has been placed, an invoice has been created, and payment has been received, it's time to ship.

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If you are using a third party shipping integration such as ShipStation or ShipperHQ, this part is often automated for you. Select Order

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.

Add Shipping Information (Tracking Number)

In the Add Shipping Information section, click +Add Tracking Number to enter information about the carrier.

You will see three fields to customize:

Title

Automatically fills with established shipping providers. Choose Custom Value to enter in an alternative carrier not listed.

Number

Enter a numeric value for your invoice's tracking number.

Edit Quantity (Optional)

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.

Submit Shipment

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.