Customer Invoices
A customer invoice is the bill for a sales order. It is not a vendor invoice. Vendor invoices are what you pay your suppliers. This is what your client pays you.
Generate the invoice
Open the sales order and click Generate Invoice.
Generate Invoice is that action before the first bill. After a bill exists, the same spot says View Invoice.
If the order has one delivery, PrepStation creates a single invoice. If it has several, Generate Invoices asks how to split them:
| Choice | What the client gets |
|---|---|
| One combined invoice | One bill for the whole order |
| One invoice per day | A bill for each service date |
| One invoice per delivery | A bill for each delivery slot |
Click Generate.
The new invoice is a draft. Open View Invoice on the order to see it. Issue freezes that draft into the bill you send. Email Invoice, then Send Invoice, emails it.
You can change a draft. After you issue it, edits to the order follow the rules in Editing Confirmed Orders & Refunds. Issued unpaid invoices can be superseded. Paid ones are not rewritten.
When it happens automatically
On the order you can set Invoice on confirm and Issue on confirm. Use those when you want the bill created as soon as you click Confirm, instead of generating it by hand.
Card checkout can also collect money before an invoice exists. A hold or a charge still needs you to confirm the order. See Checkout and Accepting Cards.
Where to find them later
- On the order: View Invoice
- On the customer: Invoices
- In the menu: Sales & Finance → Sales → Customer Invoices
That list is titled Customer Invoices.
Payment Transactions is the list of card and other payments, separate from the invoice documents.
Common Questions
Q: Generate Invoice isn't on the order.
A: The order needs lines and a customer. If an invoice already exists, use View Invoice instead of generating another from scratch.
Q: I generated one invoice and the client wanted a bill per day.
A: That's the grouping choice. If the invoice is still a draft, you can adjust before Issue. After it's issued, follow the confirmed-order update flow rather than deleting the bill.
Q: Is this the same as scanning a supplier invoice?
A: No. Supplier invoices live under Invoices in accounts payable. Customer invoices start from a sales order.
Next Steps
- Creating a Quote — build the order you're billing
- Accepting Cards — take the payment on that bill
- Editing Confirmed Orders & Refunds — what happens to an invoice when the order changes
Last updated: October 09, 2026