Sending an invoice

Customers ask for invoices all the time, for expenses, for their own books, or as proof of purchase. Everything you need is in the row of buttons at the top of the order page in your Orbit dashboard.

Considerations

• VAT invoice and Email invoice only appear on an order that has tax on it. A draft order never shows them.
• A VAT invoice needs your store's VAT registration number set, and the order needs to be paid.
• Customers on payment terms get net-terms invoices instead. Those live under Customers, then Invoices.

Download a VAT invoice

1. From your Orbit dashboard, go to Orders.
2. Open the order.
3. Click VAT invoice at the top of the page. A PDF downloads, named after the order.

Note: If the download fails, the order is either unpaid or your store has no VAT registration number. Set it in your store settings, then try again.

Email the invoice to the customer

1. Open the order.
2. Click Email invoice.
3. Orbit sends the invoice and tells you the address it went to.

This is the quickest answer to "can I have an invoice?". The email carries the full itemised document, so there is nothing to attach yourself.

Chase an order that is not paid yet

An order with money still owed carries two more buttons, further down the page next to the payment total.

1. Click Send invoice to email the customer a request for payment with a link to pay.
2. Or click Copy Payment Link and paste the link into your own reply. The link opens the customer's order and payment page without them logging in.
3. When the money arrives outside Orbit, click Mark as paid to record it.

Tip: A payment link can expire. If a customer says the link no longer works, copy a fresh one from the order.

Print the order

1. Open the order.
2. Click Print. That order's packing slip opens in a new tab, ready to print.

To print paperwork for several orders at once, tick them on the Orders list instead. See Printing packing slips and pick lists.

Related guides

• Taking payment on an order
• Printing packing slips and pick lists
• Fulfilling an order and adding tracking
• Refunding an order