Create an invoice from an eCommerce order

Generating an invoice for an eCommerce order in Stockagile is a key feature for optimizing sales and accounting management. This option allows you to quickly and efficiently create official documents, making it easier to track payments and transactions within the system. Additionally, it ensures compliance with tax and legal requirements, eliminating the need for external invoicing tools. By centralizing this process, businesses can improve organization and provide a better customer experience by offering detailed and easily accessible invoices.

Requirements to Create an Invoice from an eCommerce Order

• The user must have the OWNER or ECOMMERCE MANAGER role. You can check the different user roles in the section Create or edit a user.
• The order must have customer information assigned.

Steps to Create an Invoice from an eCommerce Order

1. Go to the side menu and click on ECOMMERCE > Orders.
   
   
   
   

2. Click on the order for which you want to generate an invoice.

3. On the right side, below the customer information, you will find a box labeled "Invoice", with a "Create Invoice" button next to it. Click on it.

4. Once clicked, the invoice will be generated, and you will have the following options:
   • Send: Send the invoice via email.
   • View Invoice: View the invoice within Stockagile.
   • Go to Customer Center: View the invoice in the customer portal.
   • Download PDF: Download the invoice as a PDF.