FAQ Tag: Customer invoice

How can I create a customer invoice?

Invoicing for the customer takes place automatically. This means that the creation of the invoice is triggered as soon as the purchase order is sent to the customer or the order status changes to “Dispatch”.

If you want to create an invoice manually, please go to the backend area “Production” – “Track” – “Payment” – “Invoice” – “Create Invoice with this position”.

Change the delivery date (“edit delivery date”) as well as the invoice date (“edit invoice date”) and click the “save” button. Then click the “back” button and then the “create” button. The invoice is generated and a PDF document is created. Select “open” or “save”.

To send the invoice by e-mail, click on the “track” button. This returns you to the details of the order. Then click the “send” link. An e-mail with the invoice PDF in the appendix will be sent to your customer. The shipping status of the e-mail is displayed under the item “Mailtracking”.

Note
To check the shipping status “sent” within the mailtracking, you leave the order detail view and call the order again via “Track”. Do not update the job detail view by pressing the F5 key.

Can I change a customer invoice later?

An invoice that was already created and sent to your customer can be changed later.
To do this, go to your Partnershop Backend > Production > Track and search for the order related to the invoice. Change to the detailed view and to the module “Payment”.

In the next step, the ordered and sent invoice has to be canceled. To do this, proceed as follows.
how-do-i-create-a-cancellation-invoice/

After successful cancellation, you can create a new invoice manually and send it to your customer manually. To do this, proceed as follows.
how-can-i-create-a-customer-invoice/

Using the edit function (pen) you have the possibility, to change the invoice address, the delivery or invoice date, and so on.n.