Creating invoices in B2C

About this article

You may create invoices in two different ways in Centra. Either by creating one from an existing order or by creating a free-text invoice. A free-text invoice is created by simple manually entering products or services without any connection to an order or product inventory

Creating a free-text invoice

If you wish to create an invoice without an order being placed, follow the steps below:

  1. Click 'SALES' in the Retail section of the top menu.
  2. Click 'INVOICES'.
  3. Click '+INVOICE' in the upper-right corner and this pop-up window will open:

  4. Click a customer of choice and you will be redirected to this view:

  5. Enter the required information about the receiver of the invoice:

    • Invoice Address
    • Delivery Address
    • Currency rate - The currency you wish to use for this invoice.
    • Voucher total - Price reduction on order.
    • Shipping total - Shipping cost added.
    • Store - Which store (if you have several) should be issuing this invoice.
    • Sales rep - Attach the sales rep that should be represented in the invoice
    • Invoice date
    • Order date
    • Due date
    • Due penalty (%) - The penalty % added if invoice becomes overdue.
    • Our reference
    • Template - Select Invoice template.
    • Currency rate
    • Payment terms
    • Shipping terms
    • Additional information - You may add additional which will be visible at the invoice.
  6. Scroll down and click 'ADD PRODUCT' in the bottom left corner
  7. Enter the required information about the product (Only Amount and price is required):

    • Com - Commission. Even if a sales rep is selected in the previous view you may edit the commission for each product in this view.
    • SKU
    • Brand
    • Name
    • Variant
    • Size
    • Amount
    • O Price - Original price (before discount)
    • Discount
    • Tax
    • Price
  8. Just click 'ADD PRODUCT' again to add the next product and click 'SAVE' in the bottom-right corner when you are done.
  9. Go to the top of the window and click 'LOCK INVOICE' before you send it to a buyer.