Invoices allow you to bill your customer for a Sales Order in WholeCell.

To create an invoice, go to the Sales Order you want to invoice your customer for and click on the more button.  Then click Create Invoice from the drop-down:

On the next screen you'll need to enter the details for the invoice:

Shipping/Billing Address
You can choose a shipping/billing address that you've used for your customer in the past, or enter a new one.  Use the Prev/Next buttons to cycle through existing addresses.

Customer Email
Entering the customer's email address will allow you to email the invoice to them.

Payment Method
Choose the payment method that you want your customer to pay your invoice with. The description of your payment method will show at the bottom of the invoice PDF, and in the text body of your invoice email.

You can create a new payment method (and manage existing ones) in Settings > Invoices.

Notes
Any internal notes that you want for your team to see in WholeCell, but don't want your customer to see, can go here.


Once you click Save your invoice is live:

Now you can:

  • Add invoice line items (blue plus button)
  • Download a PDF (more button)
  • Mark the invoice as paid (more button)
  • Email the invoice to your customer (envelope button)
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