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Generate an Invoice

Who is this article for?

Owners, managers, accountants, cashiers, and authorized team members responsible for invoice creation.

Generate an Invoice

Reviewed by: Selio Support Team

Last updated: January 1, 1980

Summary

Generate an invoice from the correct Selio flow so the billing document is created with the right operational and billing context.

Before you begin

  • Make sure the order or transaction is eligible for invoice generation
  • Confirm the required billing details are available
  • Check that your account has permission to generate invoices
  • Review the amount and order context before creating the invoice
  • Make sure your team follows one rule for when invoice generation should happen

Steps

  1. Open the order or transaction that requires an invoice.
  2. Start the invoice generation action.
  3. Review or enter the billing details needed for the document.
  4. Confirm the invoice amount matches the operational context.
  5. Generate the invoice.
  6. Open the created invoice to review it.
  7. Confirm the document is now available for the next business step.

Troubleshooting

  • Invoice action is missing: Confirm permissions and that the current order or transaction is in the correct state.
  • Billing details are incomplete: Stop and complete the required information before generating the invoice.
  • The amount looks wrong: Recheck the order or transaction totals before confirming the invoice.
  • Staff generates the invoice too early: Align the team on the exact point when invoice creation should happen in the real workflow.
  • The wrong billing context was used: Review the document immediately and correct the operational process before repeating the step.

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