Invoices in coreSTORE

Created by Ezra Weinstein, Modified on Tue, 18 Oct 2022 at 11:46 AM by Hannah Harris

For instructions on setting up invoices, you can watch All About Store Accounts here: 

 

All About Store Accounts

 

If you are referring to customers paying you online, that is now possible.


There are two new checkboxes under the Store Config Ecommerce settings:

 

Once these have been selected, you can now choose to create invoices that will connect to the user's account from CoreStore. 

 

Follow along in the sequence of pictures below to see what this would look like in practice:

 


Next, you need to open up CoreForce in order to see the invoice created from CoreStore. Go to Payments - > Invoicing - > Invoices. Search the ID ("705") in the search bar and click on the record to open it up:

To see what the customer sees, go to your home page and go into "My Account" by either clicking the button with that label or directly clicking on your name.


Once in your account, click "My Invoices" from the left options:

You will see this page: 

 

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