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Feature Guide

Invoices

Generate clean sales invoices and share them across channels.

What it does

Generates clean, shareable sales invoices from order data, with status tracking (paid/unpaid/partial) and a printable/PDF view.

Why it matters

Getting paid depends on invoices going out promptly and looking professional — this removes the manual document-building step.

How to use it

  1. Open Invoices from the Sales section, or generate one directly from a completed order.
  2. Review line items and totals, then send or print.
  3. Track payment status as collections come in.

Main buttons and actions

  • Generate from Order
  • View / Print PDF
  • Mark Paid
  • Filter by status

Example workflow

  1. Order reaches a billable stage.
  2. Invoice is generated from it automatically with matching line items.
  3. Invoice is shared with the customer.
  4. Payment is recorded against it as it's collected.