Creating invoices in B2B

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. This article will show you to create a free-text invoice.

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 Wholesale 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 the account you wish to add an invoice to, and you will be redirected to this view:
  5. Enter the required information about the receiver of the invoice. Then scroll down and click 'ADD PRODUCT' in the bottom left corner.
  6. Enter the required information about the product. Just click 'ADD PRODUCT' again to add the next product and click 'SAVE' in the bottom-right corner when you are done.
  7. Go to the top of the window and click 'LOCK INVOICE' before you send it to a buyer.

Next step

To learn more about how to create an Invoice Template, click here or to read about how to create an Invoice from a Shipment, click here