Generate Invoice

Who is this article for?

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

Generate Invoice

Summary

Generate an invoice from an order or completed payment, so the business can issue the correct document when a guest or company needs invoicing.

Make sure the order is eligible for invoicing
Confirm the required customer or company details are available
Check that the user has permission to generate invoices
Make sure the transaction is in the correct state before issuing the invoice
Confirm any fiscal or payment steps required before invoicing are already completed

Open the order or completed transaction you want to invoice.
Open the invoice action.
Review or add the required billing details.
Confirm the invoice amount matches the order or payment.
Generate the invoice.
Review the created invoice details.
Continue with the next action, such as sharing, saving, or closing the transaction workflow.

Invoice option is missing: Check permissions and confirm the order is in the correct state.
Billing details are incomplete: Add or correct customer or company information before generating the invoice.
Invoice amount looks wrong: Review discounts, payments, and final order totals before confirming.
Invoice cannot be generated: Check configuration, connectivity, or validation rules.
Staff generated the invoice too early: Confirm the restaurant’s rule for when invoices should be issued.