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Frequently Asked Questions

In this guide:

Can I create an invoice directly from the Invoices page?​

No — invoice creation always starts from the order's Payment section (or a fulfillment card), never from the Invoices list itself.

How do I send an invoice email to a customer?​

Click Send invoice from the order's Payment section or from the invoice detail page; it queues the email automatically using the customer's address on the order.

What is the difference between Send and Resend invoice?​

Send invoice is the first email for a draft invoice and moves its status to Issued. Resend invoice queues a follow-up email for an invoice that's already been sent, without regenerating the PDF.

Can I collect partial payments?​

Yes — choose Partial payment in the Collect payment modal and enter any amount up to the balance due.

Can I charge a saved card from invoice detail?​

Yes, when card vaulting is enabled — choose the Card payment method in Collect payment to charge a card already on file for the customer.

Can I record manual payments like ACH or cheque?​

Yes — choose ACH / Manual as the payment method, then pick the specific method (bank transfer, wire, cheque, cash, or other) and optionally add a reference number.

Can I void an invoice after creation?​

Yes — use More actions → Void invoice on the invoice detail page; this requires confirmation and cannot be undone.

Can I export invoices in bulk?​

Yes — select multiple invoices and choose Export from the bulk actions bar, or export the current page directly.

Can I download an invoice PDF?​

Yes — use Download PDF on the invoice detail page at any time, even after the invoice has been voided.

What does External invoice ID mean?​

It's the identifier used by an external ERP or accounting system for that same invoice, present when the store syncs invoices externally.