Step 1: Start the invoice for the order
- On the Admin sidebar, go to Sales > Operations > Orders.
- Find the sales order with the status of
Processingin the grid and click View in the Action column. - In the header of the sales order, choose the Invoice option.The Invoice option does not appear if the payment method is set to Authorize and Capture.The new invoice page looks similar to a completed order page, with additional fields that can be edited.
Step 2: Generate a packing slip and set the amount
If the items are ready to ship, generate a packing slip for the shipment at the same time that you create the invoice.
- In the Shipping Information section, select the Create Shipment checkbox.When this option is selected, the shipment record is created at the same time the invoice is generated.
- To include a tracking number, click Add Tracking Number and enter the tracking information (Carrier, Title, and Number).
- (Optional) To generate a partial invoice:
- In the Items to Invoice section, update the Qty to Invoice column to include only specific items on the invoice.
- Click Update Qty’s.
- If an online payment method was used for the order, set Amount to the appropriate option.
Step 3: Set the notification options
To notify customers by email when the invoice is generated, do the following:
- Select the Email Copy of Invoice checkbox.
- Enter any Invoice Comments.
- To include the comments in the notification email, select the Append Comments checkbox.
Step 4: Submit the invoice
When complete, click Submit Invoice at the bottom of the page.
Submit Invoice (online payment method)
Submit Invoice (offline payment method)
The status of the order changes from Pending to Complete.
