Invoices are linked to orders. For invoices not tied to an order, it’s best to use another invoicing tool, as Orderwizz is designed for order-based invoicing.
Creating an Invoice
Open the Order
Find the order, scroll down, and click the + button next to “Invoice.”
(Note: If the button isn’t visible, the order may already be fully invoiced, or invoicing may be stopped for this order. Ensure your browser allows pop-ups if nothing happens when clicking.)
Select Quantities and Add Details
- Choose quantities to invoice (multiple invoices per order are allowed)
- Add shipping, deposit amount, payment terms, buyer notes, and bank details
Create and Finalize
- Click Create to save as a draft
- Confirm and Send: Email the PDF to your customer
- Confirm Only: Save without sending; download the PDF anytime
- Keep as Draft: Leave the invoice as draft to edit later
Note: Invoices can’t be deleted once created. To cancel, create a credit note for the same amount.
Stop Invoicing an Order
To mark an order as fully invoiced (e.g., if canceled), go to the order's actions menu and select Stop Invoicing.
Additional Tips
- Set custom invoice numbering and format in 'Your PDF Settings' under the 'Account' section.
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