Creating Back Office Orders and Managing Invoices

add_shopping_cart Creating Back Office Orders
1
Customer Selection
Choose existing customer or create new one
2
Product Addition
Add products, customize quantities and prices
3
Address & Shipping
Set delivery address and shipping method
4
Payment & Confirmation
Select payment method and finalize order
description Document Management
receipt Invoices
  • check_circle Automatic generation
  • check_circle Customizable templates
  • check_circle PDF export options
local_shipping Delivery Slips
  • check_circle Package contents
  • check_circle Shipping information
  • check_circle Customer details
settings Document Templates
style
Header & Footer
format_color_text
Font Customization
image
Logo Integration
format_list_numbered
Numbering Format
credit_card Credit Slips
history Generation Process
  • check_circle Automatic on refund
  • check_circle Manual creation option
  • check_circle Customer notification
account_balance_wallet Credit Management
  • check_circle Customer balance tracking
  • check_circle Partial credit usage
  • check_circle Expiration settings
lightbulb Best Practices
  • check_circle Customize invoice templates to match your brand
  • check_circle Enable automatic invoicing for faster processing
  • check_circle Use sequential numbering for better organization
  • check_circle Regularly back up documents for record keeping