Issue invoices

If your customers choose Invoice or Cash as their payment method in the checkout, you'll need to create an invoice and make it available to your customers in order to receive your money. This article explains everything you need to know about dealing with invoices in your cockpit.

Skip to:

• Check the payment method
• Create an invoice
• Send an invoice

Check the payment method

The payment method that the customer has selected is displayed on the Order details card of an order.

1. In the sidebar of your cockpit, select Orders.
2. Select the order you'd like to verify.
3. Check the highlighted area of the Order details card. If the customer chose e.g. Invoice or Cash as their payment method, it will be displayed in this section:
   

Create an invoice

1. In the sidebar of your cockpit, select Orders.
2. Select the order you'd like to create an invoice for.
3. Navigate to the Order details card.
4. Select Create invoice.

The invoice document has been created. Select Open as PDF to open it a new tab where you can download or print it.

Send an invoice

Note

You can send and resend an invoice at any time as soon as you've created an invoice.

If the invoice is the only available document, select Send via email right next to the Open as PDF link. The invoice will then be sent to the customer's email address that is stored with the order's customer data.

If more documents are available, e.g. an invoice correction, proceed as follows:

1. Select the invoice from the Select a document dropdown.
2. Select Send via email.

The invoice will then be sent to the customer's email address that is stored with the order's customer data.