Invoice PDF
Generate and download a branded PDF invoice for any order.
Overview
An invoice is a document sent to a customer requesting payment for goods or services. Accoraze generates professional, branded PDF invoices that include your business details, the customer's information, itemized products, and payment status.
When to Use an Invoice
- When a customer needs to pay later (not at point of sale)
- When you need a formal record of a sale for accounting purposes
- When invoicing a business customer who pays on credit terms
Invoices differ from receipts — receipts are for immediate, completed payments. Invoices are for payments that may be due now or in the future.
Generating an Invoice PDF
- Go to Orders and find the order you want to invoice
- Click Invoice or Generate Invoice
- Preview the invoice on screen
- Choose to Print, Download PDF, or Email (if SMTP is configured)
The invoice is generated using your business branding.
What an Invoice Includes
| Section | Description |
|---|---|
| Header | Your business name, logo, address, and contact details |
| Invoice Number | Unique identifier (prefix set in Business Settings) |
| Date | Invoice issue date |
| Due Date | Payment deadline (if set) |
| Customer | Customer name, email, and address |
| Items | List of products with quantities and prices |
| Subtotal | Total before tax and discounts |
| Tax | Tax amount (if applicable) |
| Discount | Any discounts applied |
| Total | Amount due |
| Payment Status | Paid / Partially Paid / Due |
| Amount Due | Remaining balance if not fully paid |
| Payment Instructions | How to pay (bank details, etc.) |
Invoice Numbering
Invoice numbers follow the format set in your Business Settings. For example, if your prefix is INV-, invoices are numbered INV-001, INV-002, etc.
Branding on Invoices
Invoices use your business branding:
- Logo — uploaded in Branding
- Business name and address — from Business Information
- Brand colors — from Branding (if set)
Sending Invoices by Email
To email an invoice directly to your customer:
- Generate the invoice PDF
- Click Email Invoice
- Enter or confirm the customer's email address
- Add an optional message
- Send
This requires SMTP configuration. Without SMTP, you can still download the PDF and send it manually through your own email.
Payment Status on Invoices
Invoices display:
- Due — No payment received yet
- Partially Paid — Some payment received, balance remains
- Paid — Fully settled
You can record payments against an invoice from the Orders section.
Related
- Documents & PDFs — Overview of all document types
- Receipt PDF — Receipt generation
- Delivery Slip — Delivery document
- Email & SMTP Settings — Email delivery configuration