Overview

This video walks through the invoice process and how it integrates with orders, shipments and payments. An invoice connects an order with its shipment and associated payments. The feature is designed for both B2B and B2C, but it is currently enabled only for B2B orders with 0% upfront payment. Once a quote order is created, invoices are generated when the seller initiates shipment or payment related actions. Invoice creation is typically automatic upon shipment, and invoices can also be created manually if required.

CSR Admin – Order and Shipment

The example starts with a quote order for a product quantity of 50, with no shipments or invoices yet. A partial shipment of 25 units is created, and supporting documents such as a delivery challan or transport details can be uploaded with it. The uploaded documents are also visible to the buyer.

CSR Admin – Invoice

Once the shipment is created, the system generates the corresponding invoice automatically. Invoices are linked directly to shipment entries, and each shipment results in one invoice, so a single order can have multiple invoices depending on how shipments are split. Invoices can be viewed, reminders can be sent, and PDF versions can be downloaded. Each invoice includes billing and shipping details along with item-level information such as quantity and applicable charges.

Storefront

Order details on the storefront have separate Shipments and Invoices sections, and each shipment entry is associated with its invoice. A consolidated invoice view at the account level shows the total outstanding, paid and due amounts, so users can manage invoices across multiple orders in one place. All invoices can be selected and paid together.

CSR Admin – Payment and Overdue Handling

CSR users can also process payments on behalf of their clients, and the invoice status updates once payment is completed. Every invoice has a due date: with NET 30 payment terms, the due date is 30 days from the invoice date. If payment isn’t completed by the due date, the invoice status changes to overdue. After a grace period of seven days, the account may be restricted from placing new orders until all overdue invoices are cleared. Invoice functionality is closely tied to quotation-based orders, so the quote flow should be followed for end-to-end validation.

Timeline

• 00:04 – Overview: invoices, orders, shipments and payments (B2B, 0% upfront)
• 00:34 – Invoice generation from a quote order: automatic or manual
• 01:01 – Creating a partial shipment and uploading documents
• 01:21 – Invoice generated per shipment; multiple invoices per order
• 01:40 – Shipments and invoices on the storefront order details
• 01:54 – Consolidated invoice view: outstanding, paid and due amounts
• 02:09 – Paying invoices together; CSR payment on behalf of clients
• 02:23 – Viewing invoices, sending reminders, downloading PDFs
• 02:37 – Due dates, NET 30 payment terms, overdue status and grace period
• 03:09 – Invoices depend on the quote flow

For step-by-step instructions, see the Admin User Guide – Invoice Management.