Invoices are a great way to streamline the management of orders for customers and business accounts. Follow these steps to create an invoice for a customer.
Creating an Invoice
Go to Settings → Invoice.
Click New Invoice at the top right of your screen.
Choose the Invoice Type on the new page that appears. Options include:
All Unpaid Orders: Pulls all unpaid orders for the customer (lifetime), no date range required.
Monthly: Select the month you want to invoice.
Custom Date Range: Define your own date range.
Repeating: Create an automatically repeating invoice based on your preferences. [Learn more about repeating invoices here].
Select the Invoice Recipient:
For individual customers: Enter their name, and the system will pull all unpaid orders based on the selected invoice type.
Or use our Suggest Customer Tool which will provide you a list of customers to invoice based on the number of unpaid orders.
For business accounts: A dropdown menu will prompt you to choose from the available business accounts.
Review the Draft Invoice: A draft invoice with an ID and total will be created, showing unpaid orders in chronological order. You can:
Change the creation or due date.
Add any discounts.
Once confirmed, click Create Invoice at the top right.
After creating the invoice, you can:
View it in a browser tab.
Download it as a PDF.
Email the invoice to the customer.
Take payment for the invoice.
🪄 Suggest Customers Feature: Save time by clicking 'Suggest Customers' during invoice creation. This tool scans unpaid orders and provides a list of likely matches.
Managing Invoices
To manage your invoices, go to Settings → Invoice. You can view, filter, and manage unpaid, paid, statement, and repeating invoices for both customers and business accounts.
Deleting Invoices
Once an invoice is created, the attached orders cannot be edited. If adjustments are needed, you must delete the unpaid invoice to modify the orders.
To delete an invoice, click the bin icon next to the unpaid invoice.
Paid invoices cannot be deleted. If needed, undo the payment by going to Settings → Admin → Admin Tools → Undo Invoice Payment, then delete the invoice from the unpaid tab. Be careful when performing this action.
Searching Invoices
To search for specific invoices, enter the invoice ID, recipient name, or order date in the Filter tab at the top right corner.
Taking Invoice Payments
If you use an integrated payment processor like Clearent or CleanCloud Pay, customers will receive a payment link via email.
For manual payments:
Access the required invoice.
Click the Payment button to view the available payment options. Partial payments are also allowed.
🗒️ Notes:
If you're using the old invoicing tool, switch to the new version under Settings → Admin → Payments & Finances → Invoices → Invoice Tool Version → New.
To avoid generating monthly invoices when there are no orders, toggle on Settings → Admin → Payments & Finances → Invoices → Do Not Create Repeat Invoice If No Orders Available.
Sometimes orders may not be included in a customer’s invoice. [Learn more about the reasons for this here].
🛟 Need more help?
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