Finance

Use one invoice from order to fulfilment and Finance

Configure issue timing once and reuse the same automatically numbered invoice everywhere.

How to do it

  1. An order creates its original invoice with an automatic number when Finance is enabled. Its confirmation is an order notification; the invoice is the financial document linked to that same order.
  2. A Finance approver configures automatic issue in Finance → Settings: On order, On fulfilment or Manual. Complete the reviewed business identity, item HSN/SAC, default place of supply where applicable and shipping tax policy.
  3. When the configured event occurs, the system validates and issues the original invoice, posts its journal and links verified store payments once. The customer can open that same issued document from their customer or storefront account.
  4. If data is missing or saved tax does not reconcile, the original draft stays in the invoice review queue with the reason. Correct or review that document; its number remains the same.
  5. Open an order to see its invoice number and status. Finance is the register for review, accounting, payments and credits. Earlier orders without an invoice can be prepared once from the collapsed earlier-orders section.

Check your result

Repeated fulfilment or invoice follow-up cannot create a second invoice number, invoice journal or issue notification for the same order.

Good to know

Order confirmation, fulfilment notification, invoice and payment receipt describe different events. Issuing an invoice does not charge the customer again. Automatic issue can only be enabled by a user with Finance approval permission.

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