An invoice is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller has provided to the buyer.

Create Invoices Individually:
Once the orders are reflected in Orderhive - 

  • Go to Orders page
  • Double click on the Order for which you want to create the invoice.
  • The order card will open. Click on Create Invoice to generate the invoice for that particular order.
  • Alternatively, you can select the order from the Order list page and then click on Create Invoice.

For Kanban view -

  • You can also click on the + icon in the Transactions section and then click on Invoice.
  • You can also Create Invoice from the Orders List page.

For list view -

Keeping the Show To invoice Labels for Non-invoiced Orders option ON from the Orders settings, will show the To Invoice status on the order card. 

You can see the To Invoice label on orders, on the Orders list page.

While creating the invoice, invoice date, payment terms and payment log need to be added to the invoice.

  • For invoice date, Orderhive provides the date range from which the order is created to the current date of creating an invoice.
  • Any payment term can be selected from the list of already created payment terms. To know more on payment terms, please refer the Transaction Settings
  • While creating invoice only full payment can be added to an invoice.
  • After all the details are added to the invoice, set the item quantities to invoice and click on Done.
  • An invoice will be created with all the above-mentioned details. After that, you can download or print the invoice as well.

If you have kept the option of Ask everytime I print or download as ON from the transaction settings, it will prompt to select the template in which the invoice needs to be downloaded.

  • In case, if you have already saved a template format (which can be done by going to Settings > Transactions > Invoice Templates) on creating an invoice it will automatically take the preselected format.
  • You can make any template as a default template by clicking on the star icon option.
  • In case the invoice is created without adding the payment, in the transaction there will be a log of invoice only and the order card will display Payment Pending status.
  • But if the invoice is created by adding the payment to it, there will be a log of invoice and payment as well in the transaction.

Create Invoices in Bulk:

For creating invoices in bulk, select the orders for which invoices need to be created and click on Create Invoice.

For Kanban view -

For list view -

  • You can fill in rest of the details for the invoices like invoice date, payment terms taxes if applicable and payment log can also be added to all invoices.
  • A pop-up message will be prompted once the invoices are created.
  • In case if any invoice needs to be deleted, go to Orders page, select Order for which you want to delete the invoice.


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