Magento Commerce, 2.0.11

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Invoicing an Order

Before an invoiceA document that provides a detailed description of a purchase, including products purchased, quantity, price, shipping cost, sales tax, and total. can be printed, it must first be generated for the order. To view or print a print-ready PDF invoice, first download and install a PDF reader such as Adobe Acrobat Reader. You can upload a high-resolution logo for the invoice, and include the Order ID in the header, and also customize the invoice template with your company logo and address.

To generate an invoice:

1. On the AdminThe password-protected back office of your store where orders, catalog, content, and configurations are managed. sidebarThe right or left column of a two-column page layout., tap Sales. Then, choose Orders.
2. Find the order in the grid, and do the following:
a. In the Action column, click the View link.
b. In the upper-right corner, tap Invoice. The new invoice page looks similar to a completed order page, but with additional fields that can be edited.
3. To ship a partial order, do the following:
a. enter the Qty to Invoice for each item that is to be shipped at this time.
b. Tap Update Qty’s.

Items to Invoice
4. To create a record of the shipment at the same time the invoice is generated, do the following:
a. In the Shipping Information section, mark the Create Shipment checkbox.
b. To include a tracking number, tap Add Tracking Number . Then, enter the following:
  • Carrier
  • Title
  • Number

Create Shipment
5. To add a comment to the invoice, scroll down to the Order Total section, and enter the Invoice Comments.

Adding a Comment
6. If an online payment method was used for the order, set Amount to the appropriate option.
7. To notify customers by email when the invoice is generated, do the following:
a. Mark the Email Copy of Invoice checkbox.
b. To include the invoice comments in the email notification, mark the Append Comments checkbox.
8. When complete, tap Submit Invoice. The status of the order changes from "Pending" to "Complete."

Submit Invoice

When complete, the new invoice appears at the top of the Invoices grid.