Invoice an order

An invoice bills the customer for goods on a sales order. Invoices belong to Accounting (accounts receivable) but are raised against the order, and you can reach them from the Sales section.

Raise an invoice

1. From a released order, choose to invoice it. You can bill the whole order or just the quantities that have shipped so far.
2. The invoice is created in Draft, carrying the customer, lines, and amounts from the order.
3. Review the lines and amounts, then Send the invoice to the customer. It moves to Sent.

An order tracks its invoicing progress, so you can see how much of the order value has been billed versus what remains.

Track payment

As payments are recorded against the invoice, its status reflects how much is settled:

• Draft - not yet issued.
• Sent - issued to the customer, awaiting payment.
• Partially paid - some of the balance is settled.
• Paid - settled in full.
• Voided or Cancelled - the invoice was withdrawn and does not bill anything.

The order's payment status (Unpaid, Partially paid, Paid) rolls up from its invoices automatically.

Close the order

When every line has shipped and every invoice is paid, the order can move to Completed and then Closed. See Order statuses for the full set of states and what each one allows.