Invoice and B2B Workflows
In this guide:
Order to Invoice Flow
Generate invoice from order: the order's Payment section is the starting point for every invoice, whole-order or per-fulfillment.
Send/resend invoice email to order customer: both the order page and the invoice detail page trigger the exact same email to the same customer address.
See Creating an Invoice and Send Invoice.
Payment Reconciliation
Update paid/partial status via captured payments — every payment recorded through Collect payment, whether by card or manual method, updates the invoice's Total paid and Balance due and can move its status from Issued to Partial or Paid, keeping the invoice and the underlying order's Payment card reconciled.
Fulfillment Invoice Linkage
Track order-level and fulfillment-level invoice payments — because an order can have both a whole-order invoice and separate fulfillment invoices (one per shipment), the Invoices list's Order # column (with its shipment suffix) and each invoice's Fulfillment reference field are how staff tell which balance belongs to which shipment.
ERP Sync Support
Use External invoice ID for synced records — when a store's invoices are synced to an external ERP or accounting system, that system's own identifier is stored as the External invoice ID and surfaced as an ERP synced badge on the invoice header and as a column on the Invoices list.