An invoice is the final legal and financial document that establishes a sale.
Invoices belong to a Sale Order but have a one-to-one mapping with a Shipment of a Sale Order.
- Sale Orders
Learn more about processing orders here.
Payments for Invoices
Payments are made against an invoice. In case of online orders which are prepaid or B2B orders which have an advance associated, the advance will be initially associated with the order. The moment, an invoice is created, any advance on the order will be consumed by the invoice so that the invoice is marked as paid.
The following can be configured when it comes to invoices:
- Invoice Template: You can configure unique templates with your logo and custom header and footer data. Each Channel can have its own overrides when it comes to Invoice templates. Learn more about Invoice templates here.
- Invoice Sequence Number: You can configure what the Invoice Sequence Number looks like a) across your channels OR b) for each channel. Learn more about this setting here.
- Automation: For each channel, you can configure whether Invoices are auto-created when a Shipment is created for an order. This is not required for POS channels as an invoice is created for the order the moment a POS order is created. Learn more about configuring channels here.
Integration with QuickBooks Online
If you have a QuickBooks Online account connected with Primaseller, all invoices created will automatically be synced. Learn more about how invoices are synced with Quickbooks from here.