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How to Include Product Sales in an Invoice

Add product sales to a customer invoice by marking the order for invoicing before you generate it.

Written by Euri

If you sell products to customers, you can include those product sales on invoices.
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Steps

  1. Ensure the product sale/order is marked for invoicing.
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  2. Complete the order (as applicable to your workflow).
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  3. Create an invoice for the customer.
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  4. Select the product sale/order from the list of invoiceable items.
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  5. Generate the invoice.
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  6. Open the invoice to confirm the product items appear in the line items.
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Tips

  • If a product sale isn’t appearing as invoiceable, double-check it was marked for invoicing and is in the correct status.

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