Best Practices
In this guide:
- Always Generate Invoice from the Correct Order or Fulfillment
- Use Status Tabs and Overdue Filter for Follow-Ups
- Track External Invoice ID for ERP-Synced Invoices
- Use Saved Views for Finance Workflows
- Use CSV Exports for Reconciliation and Reporting
Always Generate Invoice from the Correct Order or Fulfillment
Double-check whether the order should be billed as a whole or per fulfillment before generating — the two produce different invoice types and cannot easily be merged afterward.
Use Status Tabs and Overdue Filter for Follow-Ups
Make the Overdue and Issued tabs part of a regular finance routine for chasing open balances.
Track External Invoice ID for ERP-Synced Invoices
Confirm the External invoice ID is populated for any invoice that should reconcile against an external accounting system.
Use Saved Views for Finance Workflows
Save recurring filter/sort combinations (for example, “Partial balances over $1,000”) as views instead of rebuilding them each time.
Use CSV Exports for Reconciliation and Reporting
Export current-page or selected invoices regularly to support month-end reconciliation and reporting.