In this section of the guide, you will learn about each stage of the order workflow, and how to process orders, create invoices, and shipments. You will also learn how to issue credit memos and manage returns.
The Orders workspace lists all current orders, and includes tools to edit and process existing orders, and create new orders for the customer.
An invoice is based on a temporary sales order, and is a permanent record of the order. The Invoices grid lists invoices in various stages of the order process.
The Shipments grid lists the shipment record of each invoice that is ready to be shipped. A shipment record can be generated at the same time that an order is invoiced.
A credit memo is a document that shows the amount that is owed to the customer. The amount can be applied toward a purchase, or refunded to the customer.
The Transactions grid lists all payment activity that has taken place between your store and a payment system, and provides access to more detailed information.