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Table of Contents

The Invoice Module allows you to create Invoices and track payments for Customers that pay On Account. You can also to track Credit Card Sales and apply Payments to Orders.

Below, click on articles that can help you best utilize the Invoice Module.

Set Up the Invoice Module

Awaiting Invoices

Use Filters to Search Awaiting Invoices

Create an Invoice

Create Multiple Separate Invoices at Once

Create a Multi-Invoice (Add Multiple Orders to One Invoice)

Card Sales

Use Filters to Search Card Sales Awaiting Invoices

Create an Invoice for a Card Sales

Invoices

Use Filters to Search Invoices

Preview an Invoice

Email an Invoice

Void an Invoice

Print, Download, or View an Invoice

Export an Invoice

Payment Allocations

Search Allocated Payments

Create a Payment Allocation

Remove a Payment Allocation from an Invoice