Managing Invoices by Order

An invoice is created for an order and sent to the consumer together with the parcel or separately. Intershop Order Management allows you to view and download invoices and mark them as paid.

Accessing Invoices

To access invoices:
  1. Search for the order.
    For details, see Searching Orders.
  2. In the result list, click on the order number you want to edit.
    This opens the order detail page.
  3. Click Invoice.
    This lists the invoices, aggregated invoices, and credit notes.
    Tip:
    Clicking an invoice number here takes you to the invoice detail page in the customer area (see Accessing Customer Invoices).

Marking Invoices as Paid

To mark an invoice as paid:
  1. Search for the order.
    For details, see Searching Orders.
  2. In the result list, click on the order number you want to edit.
    This opens the order detail page.
  3. Click Invoice.
    This lists the invoices, aggregated invoices, and credit notes.
  4. Click the icon next to the intended invoice.
    This opens the Incoming Payment dialog.
  5. In the Incoming Payment dialog, edit the data as necessary.
    Select at least a payment method and specify the paid amount. The default value is the complete invoice amount, which is also the maximum possible amount.
    Figure 1. Saving payment information
    Saving payment information
  6. Click Save.
    Otherwise, click Cancel to discard your settings.

Downloading Invoices

To download an invoice document:
  1. Search for the order.
    For details, see Searching Orders.
  2. In the result list, click the order number you want to edit.
    This opens the order detail page.
  3. Click Invoice.
    This lists the invoices, aggregated invoices, and credit notes.
  4. Click the Download icon next to the invoice in question.
    This prints the invoice into a PDF file and prompts you to download it.