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Help » Orders » Invoices

Invoice Sort/Search

From the invoice manager you can search for an individual invoice number and also sort your invoices by type and status. There is also the option to list the invoices ascending or descending.

View Invoice

This is your main view invoice page.

Add Product

From this section you can add additional products to an order that have already been placed.

Print Invoice

This is a standard print invoice feature which will let you print out your order.

Remove Credit Card

If you are accepting credit card payments but don’t have a payment gateway selected, once a customer places an order the card details would get stored on the invoice so these can be processed off line (note: its illegal to store the CV2). Once the card has been processed off line, as an admin you are able to then delete the card number permanantly for security reasons. Please note once it’s been deleted there is no way to get the card number back.

Invoice Paid & Order Complete

From these two check boxes you can see which invoices have been paid and completed and also importantly update both options. If for example someone buys a product from you using a cheque, once you have received the cheque and cashed it in, you would then view the invoice and mark it manually as paid. Please mote however for live card payments this option is updated for you. As far as as complete and incomplete orders this is down to the order process and affects in most parts all off site payment gateways (payment gateways like PayPal where you enter the card details on the 3rd party website). If for example such a gateway is used and the customer for a reason or another closes down their browser window and does not return to the site after the purchase, the order would be marked as incomplete. The same is true if someone was to start placing an order and gave up half way through.

Invoice Status (Mark order as:)

The invoice status enables you to update the status of any invoice within your admin. Also if any invoice status is updated, the changes would also be visible to your customers when they login to their customer my account section on the main website. Another great feature is updating the invoice status to dispatched. This would then bring you to a dispatched page where you can notify the customer automatically by email that the product has been sent and also attach a tracking number to the order.

Customer Notes

This feature enables you to place and attach some notes to an order. This could be some special requirements or simply some notes about the order if a customer has called in.

Update Invoice Quantities

This section enables you to update the quantity of products bought for each item. If for example a customers orders 3 products but made a mistake and should have only ordered 2, you can change the totals right here.