Tour of Invoices

Understand How Invoices Work

Generate an Invoice

Review Invoice Details

Troubleshoot Invoices

Tour of Invoices

Who is this article for?

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

Tour of Invoices

Summary

Get a quick overview of Invoices in Selio, so your team understands where invoices are created, reviewed, and checked during daily operations.

Make sure you are signed in to the correct Selio workspace
Confirm your account has access to invoice-related actions
Use a business with invoice-ready operational flow, if available
Make sure the team understands the difference between payment completion and invoice generation

Open the invoices area or invoice-related workflow in Selio.
Review where invoices can be generated from orders or transactions.
Identify where invoice records can be opened and reviewed.
Review where billing details appear in the invoice flow.
Check how your team moves from order or transaction context into invoice creation.
Review where invoice details can be verified after generation.
Make sure the team knows which invoice actions belong to live checkout and which belong to later review.

The team expects every order to become an invoice automatically: Clarify when an invoice should actually be generated in your business flow.
Staff confuses invoice generation with receipt or payment completion: Separate billing document flow from checkout flow.
Invoice actions feel hard to find: Walk through the exact order-to-invoice path before live use.
Managers review invoice questions from memory instead of opening the document: Use the invoice record as the source of truth.