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Sales Menu

The Sales menu lists transactions according to where they are in the order workflow. You might think of each of option as a different stage in the lifetime of an order.

Sales Menu

To display the Sales menu:

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 .

Menu Options


When an order is placed, a sales order is created as a temporary record of the transaction. Payment has not been processed, and the order can still be canceled.


An invoice is a record of the receipt of payment for an order. Multiple invoices can be created for a single order, each with as many, or as few of the purchased products that you specify. Depending on the payment action, payment can be automatically captured when the invoice is generated.


A shipment is a record of the products in an order that have been shipped. As with invoices, multiple shipments can be associated with a single order, until all of the products in the order are shipped.

Billing Agreements

A billing agreement is similar to a purchase order, except that it isn’t limited to a single purchase. During checkout, the customer chooses Billing Agreement as the payment method. A billing agreement streamlines the checkout process because the customer doesn’t have to enter payment information for each purchase.


The Transactions page lists all payment activity that has taken place between your store and all payment systems, and provides access to more detailed information.


Archiving orders and other sales documents on a regular basis improves performance and keeps your workspace free of unnecessary information.