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Convert an order into an invoice

Convert a completed order into an invoice in a single step. The system automatically generates an invoice number and sends the invoice to the customer.

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When an order is ready for invoicing, you can easily convert it into an official invoice. The system carries over all order details and generates a PDF invoice.

Converting an order into an invoice

  1. Open the order detail page via Orders → [order number].
  2. Check that all order lines are correct: products, quantities and prices.
  3. Click the To invoice button in the top right of the page.
  4. Choose the invoice date (default: today) and the payment term (default: 14 days).
  5. Click Create invoice. The system generates a PDF and sends it to the customer's email address.

What happens after the conversion?

The order status is updated to Invoiced and the invoice can immediately be found under Invoicing. You can also download or resend the invoice manually from the invoice overview afterwards.

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