Invoicing
From wholesale order to invoice, without the rewrite
Send an invoice from the order, give customers a clear way to pay, and keep the balance in view. The products, customer, and total are already there.
Demonstrated with the Vivo Coffee demo workspace.
- Invoice from existing order details
- Automatic or manual timing for Crate invoices
- Payment status and follow-up on the order
How it works
A clear path from
start to done.
Send from the order. Keep due dates and balances in view.
Start with the order
Open the wholesale order to review its customer, products, quantities, and total. Those details become the invoice without entering them again.
Choose when to send
For Crate invoices, choose automatic sending when you confirm an order or send the invoice yourself from the order page.
Give customers a clear next step
Sending an invoice emails the customer. Available invoice PDFs and payment links also appear in their customer portal.
See what is still owed
Keep the invoice reference, due date, payment status, and outstanding balance beside the order your team is fulfilling.
The details
Questions about invoicing
Can I choose when an invoice goes out?
For Crate invoices, send automatically when you confirm the order or send it yourself from the order page. Other invoice systems follow their own setup.
Can customers get a copy?
Yes. Sending an invoice emails the customer, and available invoice PDFs and payment links appear in the customer portal.
Can I keep my own invoices?
Yes. The merchant-issued invoice option lets you attach your PDF to an order and send it from Crate. Available payment actions depend on your setup.
Built for your wholesale day