In order to create an invoice, you will need to do the following:
1. Go to Settings > Invoice.
2. Click 'New Invoice'.
3. On the next page you will be able to select the 'Type' of invoice that you would like to create.
If you select 'All Unpaid Orders' this will take into account all orders for that specific customer and you will be unable to select a date range as per point 4.
Should you select 'Repeating' you will need to follow the steps here.
4. Once you have selected the 'Type' you can then input the relevant date range, alongside the customer (Customer or Business Account).
5. Once these details have been input, a draft invoice will then be created. Allowing you to do the following:
Adjust creation date
Adjust due date
Add any discount
Once you are happy with this, you can click 'Create invoice'.
6. When you create the invoice, this will take you back to the main invoice page. Here you will be able to see the various details of the invoice. You can also choose to send the invoice via email to the customer. When the email has been sent, there is a timestamp telling you when it was also sent.
Some notes to consider when creating an invoice:
If you are using an integrated payment processor e.g. Clearent, the customer will be sent a payment link for the invoice via email.
If you are using our old invoicing tool, you can switch to the new view on Settings > Admin > Payments & Finances > Invoices > Invoice Tool Version > New.
If you don't want a repeating monthly invoice to be created automatically when there are no orders, this can be configured in your settings.
💡 Tip
Sometimes orders will not be included in the customer's invoice. Learn more about the reasons for this to happen here.