Invoice order action

This Automation action will set the sales order as invoiced, creating all accounting journals as normal. A note will also be included in the 'Notes and payment history' tab.

Important note: It is vital to invoice completed orders even if you are not using Brightpearl's accounting. Automation continues to watch orders until they are paid, shipped and invoiced. As such, completing these actions improves the overall performance of the app.

Emailing the invoice

If you would like your customer to be emailed a copy of the invoice, select the checkbox that appears below the action. The default invoice template will be used, with the branding taken from the sales order's channel.

 

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