How to generate a group of invoices for your completed orders
💡 Did you know that you can save a lot of time and hassle by enabling the portal shop?
It's a cool feature that lets your customers browse all your products and complete checkout directly from the portal. No more manual work for you! Just go to your settings and turn on the portal shop. To learn more about it, please go here.
Firstly, you will need to make sure you have created the products you want to generate invoices for:
Learn how to create a product here.
Once this is done, you will need to create your orders for your customers.
Learn how to create an order here.
Once your orders are in 'Complete' status, they will be ready to be invoiced.
To generate invoices in bulk for these 'Complete' orders, head to 'Billing' > 'Invoices'.
Once on that page, just click the 'Generate Invoices' button at the top and you will be greeted by an option screen:
Select the 3rd option, 'Generate invoices for all orders'. This will create all your invoices for all of the orders you have created that are in their 'Complete' status.
Once these orders have had invoices created for them, their status in the 'Point of Sale' feature will change to 'Invoiced', meaning that the system will not create an additional invoice for this customer unless you create them a new order.
Another way to generate invoices will be from your order list page (Point of Sale > Orders). Select the completed orders > Group Actions > Generate Invoices.
You will then be given the option to create a fresh invoice or add the orders to their existing draft invoice. Select whichever you prefer and click Generate Invoice.
And you are golden! You will find these invoices under Billing > Invoices to edit (if needed) or approve and send. 👍