Invoices
An invoice is the money side of an order. It tracks what the customer owes, what they’ve paid, and where the order stands in your pipeline. Its twin is the job, which tracks the work itself.
Where invoices come from
You rarely create an invoice by hand. They’re generated for you:
- From an approved quote. When a customer approves a quote, the invoice is created automatically with every line item and fee copied over.
- From a storefront order. How this works depends on the store’s fulfillment mode. A per-order store spins up one invoice, marked paid, for every paid order. A group-order store pools its orders and rolls all of them into one consolidated invoice when the store closes.
You can also bundle several unpaid invoices for one customer into a single payable combined invoice.
Payment status
Every invoice carries a payment status that updates as money comes in:
| Status | Meaning |
|---|---|
| Unpaid | Billed, nothing collected yet. |
| Partial | A deposit or part payment is in. |
| Paid | Settled in full. |
How you actually collect that money is covered in Payments.
An invoice’s status (its place in your pipeline) is separate from its payment status (how much is paid). You shape the pipeline yourself, see Invoice statuses.