Orders and invoicing

When invoices are issued, credit notes, numbering and file names.

When invoices are issued

Choose one:

When the order is created
When the order is paid (default)
When the order is fulfilled
Only when I click Issue

Until then, invoices stay drafts that follow every order change. Orders on payment terms are issued right away, so business customers get their invoice to pay.

Note: with When the order is fulfilled, the invoice doesn't exist yet on the thank-you page. Customers are told it will be available once the order ships, and they find it on their order status page.

Refunds and order changes

Issue credit notes automatically when an issued order is refunded, edited or cancelled. When off, credit notes are prepared as drafts for you to review and issue.

Numbering and payment terms

Set your invoice and credit note prefixes. Numbers restart at 1 each year and never skip. Payment terms (days) sets the due date for business customers.

Downloads and layout

Choose the downloaded file name (for example INV-2026-00001.pdf or INV-2026-00001 - #1001.pdf) and how products are sorted on documents. Shipping and duties always come last.