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Generate Invoice

Who is this article for?

Owners, managers, cashiers, and staff responsible for checkout and billing documents.

Generate Invoice

Reviewed by: Selio Support Team

Last updated: January 1, 1980

Summary

Create the invoice from the restaurant app when an order or completed payment needs billing details attached before the operational flow is closed.

Before you begin

  • Make sure the order or transaction is in the state your team uses for invoicing
  • Gather the customer or company billing details before you start
  • Confirm any required payment or fiscal steps are already complete

Steps

  1. Open the order or completed transaction that needs an invoice.
  2. Start the invoice action from that operational flow.
  3. Check the billing details before you create the document.
  4. Confirm that the invoiced amount matches the final order or payment state.
  5. Generate the invoice.
  6. Review the created document before leaving the transaction workflow.

Troubleshooting

  • The invoice action is missing: The order state or the signed-in permissions may not allow invoicing yet.
  • Billing details are incomplete: Stop and complete the customer or company information first.
  • The invoice amount does not match the check: Recheck discounts, split payments, and the final order total before confirming.
  • Staff generates the invoice too early: Set one clear rule for the point in service when invoicing is allowed.

Related articles

CustomersPayment & Split PaymentsTransactions OverviewTour of InvoicesClose of Day