Send invoice (order processing)

Introduction

It is possible to send an invoice directly from the shop - both from the order in question or with the function "Mass update", that can send multiple invoices at the same time. Invoices can be generated and sent to the customer regardless of the chosen payment method. For example, if the customer has paid by credit card, an invoice can be generated with a due date of 0 days, etc.

Send an invoice directly from the order:

You can send an invoice directly from the order in question. You an also see a preview of the invoice and print it. Go to Orders > All orders and go to the order details on the order in question:
 

1. Check the box to mark that you wish to generate an invoice.
    
2. Select the maturity date (can be set to "0" if the order has already been paid) and click "Save".

Once saved, an invoice will be generated for the order and a set of new features will appear on the order with the following options:
 

1. View and print the invoice in your browser
    
2. Send invoice to the customer's email
    
3. Mark the order as paid, regardless of payment method (see the "Good to know" section for more information)

Click the button at Point 2 to send an invoice to the customer. The order is then marked with a green checkmark to indicate that an invoice has been sent:
 

Send one or more invoices directly from the order overview:

From the order overview (that can be found under Orders > All ) you can select x number of orders that you want to process at the same time, which includes sending an invoice to all checked orders:

1. Select one or more orders in the list (the top checkmark is used to select all orders in the overview)
2. Click "Mass update" that opens a dialogue with options
3. Set a maturity date
4. Check "Send invoice email" and click "Update"

An invoice is then sent to all selected orders. It is also possible to perform other actions via Mass update, which you read more about in this article.

Good to know

After the due date has passed, orders linked to an invoice, regardless of payment method and due date, will be highlighted with pink if the order is not marked as paid. This means, for example, that credit card payments with an associated invoice must be marked as paid if you want to remove the pink highlight in the overview (this is optional) - the line serves as a reminder for orders that have passed their due date:

In this example, the hourglass shows us that the invoice is not marked as paid. The pink highlighting of the order should emphasize this. If your order is pink without using an invoice, it may be because you have set a follow-up date on the order. When this has passed, the order will also be highlighted.

Note: If you mark an unpaid order as paid, even if the payment method is e.g. credit card, the order will appear as paid in the shop. It is also possible to filter orders in the order overview by paid and unpaid orders.

Useful links:

• Mass update (Order processing)
• Invoice (Payment method)
• Order status and emails
• Order processing
• Online payment with the OnPay payment system
• Mobilepay and MobilePay Checkout
• Payments with ViaBill