How to Create a Manual Invoice?

  1. From the WordPress dashboard, navigate to E-Commerce, located on the left-hand menu.
  2. Click on “Orders” to view order history and to create manual invoices. 
  3. On the top left corner, click on “Add Order” to create a new order. 

4. On the new page, under ‘General’ use the ‘Customer’ dropdown field to look up a user to whom you would like to send an invoice. 

5. Select the user from the dropdown and then fill in the required Billing information. 

6. After filling out the billing information scroll down to the “Product” section to add items to the invoice. 

7. Click on “Add products” select a product from the drop-down menu and edit the quantity as required. 

8. To add multiple products repeat the step and select different products from the dropdown menu option. 

9. To make manual changes to the pricing, click on the pencil ‘edit’ icon on the right end of the product row. 

10. Make the desired changes to the product price and then click on save. The prices are always exclusive of GST. 

11. Click on ‘Recalculate’ for the final price including the GST to be displayed. 

12. To finalise the manual order creation scroll back to the top of the page and choose an action from the “Order actions” dropdown menu. 

13. Once you have selected your desired order action, click on “Create” to finalise the manual order.

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