You can create and issue invoices for your clients in Orderry. Invoices do not affect the inventory stock balance and cashbox balances. These documents record the client agreement for the order or sale payment.

There are several ways you can issue invoices in Orderry.

Creating invoices on the “Payments > Invoices” page

  1. Navigate to the “Payments > Invoices” page and hit the “+ Invoice” button.
  2. Choose or create the client you want to issue an invoice for, select payment method and issue date in the dialog window.
  3. Fill the “Add order” field with the order number and hit the “Enter” button. This way, the system automatically adds all parts and works to invoice from the selected order. You can add multiple orders to the same invoice.
  4. Select or add new products or services to your invoice in the “Add works or parts” field.
  5. Configure discounts and write a comment if necessary.
  6. Hit the “Create” button.

Creating invoices on the “Orders” page

1. Go to the “Orders” page.

2. Select the needed orders with a “Checkbox” column of the Orders table and select the “More actions”, then “Create Invoice” option.

3. Choose or create the client you want to issue an invoice for, select payment method and issue date in the dialog window.

4. Fill the “Add order” field with the order number and hit the “Enter” button. This way, the system automatically adds all products and works to invoice from the selected order. You can add multiple orders to the same invoice.

5. Select or add new products or services to your invoice in the “Add works or parts” field.

6. Configure discounts and write a comment if necessary.

You can see the “Estimated profit” while you adding works and materials to the invoice. Using this, you can adjust the size of the discount for the client.

Estimated profit is calculated according to the formula: Invoice total — Total cost of work and spare parts.

Note, that the estimated profit does not take in the account possible employees salary.

Display of estimated profit is regulated by the right “Can see estimated profit in the settings for the role of employees.

7. Hit the “Create” button.

You can see your invoices on the “Payments > Invoices” page. They have the “Draft” status by default. Press the status to change it to the “Set”, “Paid”, or “Canceled” status.

Remember: Invoice status change does not affect inventory stock and cashbox balances.

Printing and sending invoices

Open the invoice dialog window to manage the selected invoice:

  • Hit the “🖨️” button to print an invoice document;
  • Press the export button to export the invoice document into a PDF file.
  • Click the envelope button to send an email with the document invoice attached. Orderry automatically finds a client email address from the client card. You can edit the message recipient, subject, and message text.

Configuring and removing invoices

Configure your invoice document template on the “Settings > Print templates” page.

You can also change the invoice numbering template on the “Settings > General” page in the “Invoices” section.

The “Invoice numbering template” field understands and parses a set of special template variables:

  • {C} is an order counter;
  • {D} represents a current date;
  • {M} renders a current month;
  • {Y} adds a current year to your numbering template.

Configure the {C} template variable to suit your needs. For instance, {C:3} represents the invoice counter containing 3 digits (the system fills the value with zeros if the number is not big enough).

Click the invoice counter to set a custom initial value for it and hit the “Save” button.

Open an invoice dialog window and press the bin icon to remove the selected invoice. Hit the “Remove” button to confirm the action.

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