Create and print wholesale invoices

Invoice a wholesale account instead of charging a card, then print the invoice as a PDF.

For wholesale discounts, custom catalogs, and everything else about these accounts, see Wholesale accounts, discounts, and orders.

Create an invoice

1. Click Orders > Place an Order.
2. Add the products to the cart.
3. Click Customer Lookup and select the wholesale account.
4. Add or adjust discounts if you need to.
5. Click Checkout.
6. Enter a shipping address, or select Customer will pick up.
7. Select Invoice. The default payment term set on the account is applied. With no default term, the invoice has no due date.
8. On the order details page you can change the due date, and add purchase order details with Modify Order > Edit Purchase Order.
9. Once the order is paid, click Modify Order > Mark Invoice Paid.

Print the invoice

1. Find the order. Either click Orders > All Orders and search the order number, or click Customers > Customer List, open the customer, and go to their orders.
2. At the top of the order details page, click Invoice.
3. The invoice PDF opens in a new tab. Download or print it from there.

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