Note: The Invoices page is currently in private beta only for select customers.
Review and manage invoices directly in NuORDER. Select your role below to learn more about the Invoices page as it pertains to you.
Buyers can review and pay invoices directly in NuORDER with the Invoices page.
Access invoices
Brands generate and send invoices for unpaid orders. Buyers can access invoices from an email, an order, or the Invoices page. This article covers the Invoices page; for the other options, go to Invoices in emails and orders.
To access the Invoices page, go to Invoices from the left navigation menu.
Refine the invoice list using these options:
- Tabs: Select an invoice status: All (default), Outstanding, Overdue, or Paid.
- Sort: Hover over a header and select the arrow icon to sort by that column.
-
Search: Enter an order or invoice number in the search field.
- Order number: Found on the Orders or Order Details page.
-
Invoice number: Available by selecting the
Invoice icon on an order in the Orders or Order Details page.
- Filter: Use the filters in the upper-right corner to find invoices by Status, Due Date, or Brand.
Invoice statuses
Review the Status column:
| Status | Label | Description |
|---|---|---|
| Authorized | The selected credit card is authorized and payment isn't overdue. | |
| Overdue | The invoice is past due and either unpaid or partially paid. | |
| Paid | The invoice is fully paid. | |
| Partial | A partial payment was made. | |
| Pending | The payment is processing. | |
| Unpaid |
|
The invoice was sent and is awaiting payment, but isn't overdue. |
| Void | A brand user voided the invoice and it no longer requires payment. The only available action for a voided invoice is downloading the PDF. |
Take action on invoices
To take action on an invoice, select one using the checkboxes, then choose: Download PDF or Make Payment. Scroll through this article for details on each of these actions.
Note: Select only one invoice to complete an action.
Download PDF
Download a PDF with order and invoice details.
Make Payment
To make a payment, review these details:
- Amount Due: The total remaining balance
- Payment Amount: The amount due for this invoice
When you're ready select Pay.
Note: Go to these linked articles to learn more about making secure payments: Add and manage credit cards and ACH Payments for buyers.
Brands using Lightspeed Payments can review and manage invoices directly within NuORDER.
Note: Many features in this article require Lightspeed Payments and participation in the Invoices page private beta. If you're interested in Lightspeed Payments, contact our team at nuorder.paymentsgtm@lightspeedhq.com.
How invoices are generated
Brands generate invoices using their ERP or by manually sending one from an unpaid order. Make sure you review the order total and add any shipping costs before sending an invoice. Follow the steps in the Send invoices for brands article to add shipping costs and send invoices.
Review invoices
From the left navigation menu hover over Payments and select Invoices.
Reminder: The Invoices page is currently in private beta only for select customers.
Refine the invoice list using these options:
- Sort: Hover over a header and select the arrow icon to sort by that column.
-
Search: Enter an order or invoice number in the search field.
- Order number: Generated by NuORDER and found on the Orders or Order Details page.
-
Invoice number: Generated by your ERP or NuORDER and available by selecting the
- Filter: Use the filters in the upper-right corner to find invoices by Customer, Status, or Due Date.
Review the Status column:
| Status | Label | Description |
|---|---|---|
| Authorized | The selected credit card is authorized and payment isn't overdue. | |
| Overdue | The invoice is past due and either unpaid or partially paid. Due dates are set by your brand's ERP integration or when manually creating and sending the invoice. If no due date is entered, it defaults to the invoice creation date. | |
| Paid | The invoice is fully paid. | |
| Partial | A partial payment was made. | |
| Pending | The payment is processing. | |
| Unpaid |
|
The invoice was sent and is awaiting payment. It's not overdue. |
| Void | A brand user voided the invoice and it no longer requires payment. The only available action for a voided invoice is downloading the PDF. To collect payment, generate a new invoice. Learn more in the Change Status section of this article. |
Manage invoices
Select an invoice using the checkboxes, then choose an action: Download PDF, Collect Payment, Resend Invoice, Record Payment, Change Status, or Capture Payment. Scroll through this article for details on each of these actions.
Note: Select only one invoice to complete an action.
Download PDF
Download a PDF with order and invoice details.
Collect Payment
To collect a payment, enter or confirm the following details:
- Payment Amount: Keep the default remaining balance or enter a different amount.
- Payment method: Select or add a payment method. If one was chosen at checkout, it's labeled.
When you're ready, select Collect.
Resend Invoice
Resend an existing invoice by completing the form:
- From: Defaults to your email address.
- To: Defaults to the buyer's email address.
- Subject: Enter an email subject.
- CC (optional): Add additional recipients as needed.
When you're ready, select Send.
Note: To generate a new invoice, go to the Orders page and follow the steps in Send invoices for brands.
Record Payment
Manually enter payments made outside of NuORDER. Enter or adjust the following details:
- Payment Amount: Defaults to the remaining balance.
- Date: Defaults to today.
- Payment Method: Choose from the provided options.
- Internal Note (optional): Add details. This is especially helpful when selecting Other as the payment method.
When you're ready, select Submit.
Change Status
Select Change Status to void an invoice.
Things to keep in mind:
- Void an invoice if it has errors, is invalid, uncollectible, or no longer needed.
- Voiding an invoice is permanent and can't be undone.
- The only available action for a voided invoice is downloading the PDF.
- If payment is still required on a voided invoice, send a new one.
With Void selected, click Update status.
Capture Payment
Use Capture Payment to charge the credit card authorized for the order.
Review the details of the authorized card, then enter or adjust the following details:
- Internal note (optional): Enter additional details regarding this payment.
- Capture amount: Defaults to the remaining balance.
When you're ready, select Capture.