Overview
Mintsoft allows users to effectively manage invoices by enabling customization, automation, and the creation of PDF documents for record-keeping. Users can easily create or print invoices by following structured steps, ensuring accurate records and professional communication. Marking an order as Invoiced status is part one of the accounting process, the next step is to confirm the invoice.
Manually invoicing an order
To manually mark as order as invoiced, please follow the steps below:
Note: The order must be in despatched status.
Click Orders then Overview.
Tick the Order(s).
Select Invoice from the Bulk Actions drop down.
Click Go.
Once you have invoiced the order you will get a success message saying the order is invoiced.
Please follow our Confirming an Invoice article for the next steps.
Automatic Invoicing
To automate the process of invoicing orders please review the steps below:
Click Settings then Customer Account Settings.
Click the Automation tab.
Enable Auto Invoice (Despatched Orders, Booked ASNs, Booked Collections & Confirmed Returns).
Next, click the Accounting tab.
Set the Time Of Day To Invoice Orders.
Between 19:00:00 - 23:00:00 Only.
Finally, click Save.
This will mark orders as Invoiced and will show within the Unconfirmed Invoice Items ready to be Confirmed.
Invoicing Orders FAQ
Can we reverse an invoiced order back to despatched?
Once an order is Invoiced, it's not possible to reverse the action. The order will have to be cancelled and reprocessed, unfortunately.