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How to Manage Invoices in Magento 2?

How to manage invoices

Invoice is an important document shared by the seller, it is considered as confirmation of order. Creating an invoice for an order converts the temporary sales order into a permanent record of the order. It provides detailed information about products ordered and customer details. In Magento, the seller can easily generate and download invoices anytime after order completion! This tutorial will take you through the procedure of generating and printing invoices. Let’s learn how to manage invoices in Magento 2!

Normally, orders are invoiced and shipped after the payment is received. However, if the method of payment is a purchase order, the order can be invoiced and shipped before payment is received. You can generate an invoice with a packing slip, and also print shipping labels from your carrier account.

To create a Magento 2 invoice, you need to follow these steps:

Step 1: Go to Sales => Orders (To reach the Order Management Page)

order-list

Step 2: In Order management table, use the Filters to find the order (How to filter orders in Magento 2? )

Once you find the order, for which you want to create an invoice, click on  View link in the Action column.

single-order

At the upper-right corner of your screen, click on the Invoice Button. You will now see a new invoice page, with the details of products ordered and customer information Here you can also see additional fields which can be edited. The Invoice button does not appear for orders placed with the online payment option.

You can now proceed to step 3 of creating Magento 2 invoice.

invoice-button

Step 3. Confirm product and customer details are correct.Click Submit Invoice to create the invoice. In this step, if you find that the products are ready to be shipped, you can create a packing slip for this product.  Read more on how to create shipment for your Magento 2 Order. You can also create shipment while creating an invoice. In the Shipping Information section, mark the Create Shipment checkbox. A shipment record will be created at the same time the invoice is generated.

new-invoice

That’s it, with this you can create an invoice for orders, all invoices are listed in invoices section of order.

order-invoice-record

Thanks for reading, hope this article helps you to create invoices easily.

Editorial Staff

About Editorial Staff

We are a team of Magento ecommerce developers and SEO experts at Humcommerce. We write about anything and everything which can help you run your Magento 2 ecommerce store better.