Issue invoices for the online paid sale orders¶
Configuration¶
To issue invoices for sales orders that have been paid online, the users need to set up invoicing policies according to the operations of a company:
Invoice what is ordered: quantities of products/goods on the invoice is based on sales order, regardless of whether it has been delivered or not.
Invoice what is delivered: quantities of goods on the invoice is based on the delivered quantities.
Navigate to Website > Configuration > Settings, select one Invoicing Policy you want.
The users also set up the individually invoicing policy for each product. Navigate to Website > Products > Products and select any product, in the Sales tab, you can choose the desired invoice policy you want.
Note
When setting the invoicing policy in both places, the system will give priority to the product configuration first.
Automatic invoice¶
Users need to enable the Automatic Invoice feature to issue invoices for online paid sales orders on the eCommerce website. Navigate to Website > Configuration > Settings, check on Automatic Invoice, this field is only available when you check on Invoice what is ordered to invoice by order quantity.
Customers successfully place orders and make payments online.
To check the orders, navigate to Website > Orders > Orders. The status of the online paid order will change to Fully Invoiced.
Click on the order that needs to be checked for more details. The users could view the order history, payment terms, and automatically generated invoice information in the Chatter section of that order.
The status of this order is PAID.
Manual invoice¶
Invoice what is ordered¶
Once the order has been paid online, the status of this order will change to To Invoice.
The relevant payment information that has been entered is viewed in the detailed orders. The users decide to create an invoice for this order by clicking on Create Invoice button.
Click on Confirm button on the invoice.
Payments will be reconciled and matched with the invoice. In the Chatter history of the invoice will show more related information.
Note
Before following the instructions, remember to set up the Invoice what is ordered policy at the beginning.
Invoice what is delivered¶
The status of orders paid online will be changed to Nothing to Invoice.
To invoice delivered quantities, in addition to the customer’s payment, it is necessary to add a condition that the products must be delivered to the customer. On the order, click on Delivery button in the upper right corner to confirm deliveries.
Note
Remember to set up the Invoice what is delivered policy before following the instructions.
When the deliveries are processed, the users could invoice the orders as below instructions.
Validate the invoice in the next step.
Payment information matched with the invoice instantly.
