How do I give a customer an invoice?

1. Open the paid order and select More > Documents > Issue invoice….
2. Under Deliver as, choose Email, Print, or Download.
3. Enter the Customer display name and Street address. Both are required on an invoice. Add the Postal code, City, Country, Customer VAT no., a Reference such as a PO number, or a Note if needed.
4. Choose the optional details to show and confirm.
5. In the Issue invoice confirmation, select Issue invoice. This assigns the next number in your invoice series, which cannot be reused or removed.

The receipt the customer already has stays valid; the invoice is listed next to it in the Documents menu. To send the invoice again later, use Email Invoice, Print Invoice, or Download Invoice. An issued invoice is always delivered exactly as issued.

Orders with a company, online sales, enquiries, and memberships usually get their invoice automatically. It then appears in the Documents menu with its number, and Issue invoice… is not offered.

To correct the buyer on an invoice that has already been issued, see How do I correct the buyer on an issued invoice?. For the rules, see Receipts and invoices.