Manage Sales Invoice
This section will guide on how to manage a sales invoice across store.
Create an invoice after receive payment for an order. A sales invoice should include which items the customer purchased, how many of the items were purchased, any discounts received and the total amount owed.
There are different ways to create a sales invoice,
- Create Sales Invoice automatically when click Deliver & Create sales invoice from sales orders.
- The sales invoice is created from point of sale after the payment is received in pos receipts.
- Create a sales invoice from the sales. The Good issue button is clickable after creating the sales invoice, and the invoice is ready to ship.
- Create sales invoice using the reference number for the specific customers.
Generate an invoice for an order before print it. To view or print the PDF
The order created date will show in a created on the field.
This is a unique number for the invoice.
Update customer invoice status. Click Save after selecting the invoice status. Invoice Status helps to view all the invoice status like new order, payment pending, etc.,
Invoice Status Types
Created sale invoice comes under the new order. Indicates that order is created and no payment has been captured.
The seller should set the order to this status once the order has been shipped to the buyer.
A partial shipment is when deliver a single order in multiple shipments.
If the customer cancelled their order for any reason then time the order status is order cancelled.
O2VEND has the following pre-defined payment status - Pending payment and payment received.
Payment can be pending - the bank transfer or a credit/debit card payment and the transaction are being processed.
A payment received status updated when the payment is received via online or cash.
Due date on an invoice is to encourage customers to pay within a certain period of time.
The Customer total amount will show in an order total.