If you manage a CPU you are able to download invoices for orders received from customers.
On the left-hand menu select your CPU Site
Navigate to "CPU" > "CPU Orders"
Select any orders ready to be moved to invoice using the boxes on the left hand side
Click the three dots by "Change Status"
Select "Move to Invoices"
Now navigate to "CPU" > "Invoices"
You will see all orders which have been sent for invoicing but not yet downloaded
Select the invoices you would like to download using the boxes on the left hand side
Click "Download"
Once invoices have been downloaded they will move to the "Downloaded Invoices" section within CPU so you can keep track of what has already been invoiced.
CPU Invoices FAQs
Does Edify have an integration that pushes my CPU invoices into my accounting software?
We currently don't have an automated integration, however if you use Xero for sending invoices you can use our report to download and upload these in bulk.
How do I keep track of what I have invoiced?
Once an invoice has been downloaded from Edify it moves to the "Downloaded Invoices" section of Edify. This can be utilised to identify what has already been downloaded and sent out and which orders have not.
Do CPU orders automatically move to the 'Invoice' status?
No, CPU orders do not automatically change status. As such, once an order has been produced and shipped you will need to ensure you change the status to "Move to Invoices" - we recommend doing this at the end of each day to keep things simple.