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Overview > Orders and Customers > Creating Documents for Orders

Creating Documents for Orders

This section explains how you create documents such as invoices, packing slips and credit notes for orders.

  1. In the Orders menu, select Orders.
  2. Click the appropriate order number in the order overview.
  3. Click Documents.
  4. Click Add and select the document you want to create.
    Add Document
The document has been added.

Document

Tip: You have the following options:
  • If you click the document type, you can edit specifications such as the document number or dates later. You can also add a message for the customer.
  • icon: You can open the document in the print view and then print it.
  • icon: You can download the document as a PDF file.
  • icon: You can immediately send the document to any e-mail address as a PDF file.
  • You can configure the settings so that invoices that have been created are automatically attached to order status e-mails as PDF files (see Automatically Attaching Invoices to E-Mails).