Every order in Brightpearl needs to be invoiced, including those downloaded from Shopify, 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 is defined against your channel brand is Brightpearl.
Invoicing the order in Brightpearl doesn’t make any changes to your Shopify store.
Related how to guides - Invoicing Shopify orders
How to invoice an order
- Search for and open the sales order.
- Click the Invoice button.