View Invoice – Manage Orders

Invoice of each order can be viewed on Manage Orders page by clicking on View Invoice button.

Step 1: Go to SALES, then click on Manage Orders.
Step 2: Click View Invoice button of the corresponding order.

Print Preview of the invoice will appear. You have the option to print the invoice by clicking on the Print button.

View Invoice – Manage Invoices

All generated invoices can be viewed on Manage Invoices page by clicking on View Invoice button.

Step 1: Go to SALES, then click on Manage Invoices.
Step 2: Click View Invoice button of the corresponding order.

Print Preview of the invoice will appear. You have the option to print the invoice by clicking on the Print button.

Invoice Settings

To make changes on Invoice Settings, go to SYSTEM. Click on Settings, then click on Invoice tab.

Automatically Email Customer Invoices

YES Invoice email will be sent to customers when order is changed to Completed status.
NO Invoice email will not be sent to customers when order is changed to Completed status.

Automatically Generate an Invoice on Completed Status

CHECKED The invoice will be automatically generated when the order is changed to Completed status.

UNCHECKED The invoices can be manually selected and generated from Completed orders.

Click on Generate Invoice to manually generate the invoice of the selected Completed order.

View Invoice allows you to view the printable version of the invoice.

Re-sync Invoice

Updates on a Completed order requires resyncing of OrderTron Invoices with your Accounting Software.
Clicking on Re-sync Invoice to MYOB/XERO/QuickBooks will sync OrderTron Invoices.

Sales Invoices Default Due Date

Default invoice due date is based on the number and selected option:

  • of the following month
  • day(s) after the invoice date
  • day(s) after the end of the invoice month
  • of the current month

Supplier & Order Notes on the Invoice

CHECKED Displays Supplier & Order Notes on the Invoice
UNCHECKED Will not display Supplier & Order Notes on the Invoice

Paid/Unpaid Invoices

To change invoice status as Paid or Unpaid:

Step 1: Go to SALES, then click on Manage Invoices.

Step 2: Select the invoice to mark as Paid by clicking on its respective checkbox.
Step 3: Click on Select Bulk Action dropdown, then click on Change Status.

Step 4: Click on Select Status dropdown, then click on Paid – Manual Update or Unpaid as needed.

Step 5: Click on Submit to continue changing the status.

Notification will appear once successfully changed.

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