All documentation in this document relates to a previous version of the Brightpearl Magento extension which will be deactivated by September 2017. If you are using this previous version, please contact us about upgrading.
For help with the current extension, please see the Magento section.
Every order in Brightpearl needs to be invoiced, including those downloaded from Magento, even though the invoice might not need to be sent to the customer.
Invoicing must be done in order to create the necessary accounting for sales, tax and to balance against the payment from the customer. It can be done one order at a time or in batches from the recent sales list.
If there’s a billing email address on the order, and you’ve set your Brightpearl account to email invoices automatically, then the PDF invoice will be sent to the customer at the point of invoicing. The template used and the email address from which it is sent are defined against your channel brand is Brightpearl.
Invoicing the order in Brightpearl won't update the order in Magento by default. However, it is possible to link the Brightpearl "Invoiced" order status (as defined at Settings > Sales > Sales workflow) to an order status in Magento, such as "Complete". This will have the effect of triggering an order status update in Magento when the order is invoiced in Brightpearl.
Related how to guides - Invoicing Magento orders
How to invoice an order
- Search for and open the sales order.
- Click the Invoice button.