Sales Orders: Payments and invoicing

Once an order is in motion, you get paid and keep your books straight. Start with how an order's revenue, discounts, and tax flow to your accounting software. Then record payments and apply store credit, collect and refund payments through PayPal, refund buyers on their sales channel, and generate invoices, packing slips, and the accounting transaction.

To…	Go to…
understand how order revenue, discounts, and tax reach your books	How order financials flow to accounting
see which overhead costs reached an order and how each line's share was worked out	See where an order's indirect costs come from
record payments and refunds, and apply store credit	Record payments and apply store credit
send your customer a PayPal pay link for the full balance or a deposit	Collect payment with a PayPal pay link
refund all or part of a payment your customer made through PayPal	Refund a PayPal payment
see the pay page and messages your customer gets when they open a pay link	What your customer sees on the PayPal pay page
refund a buyer on Shopify, eBay, or another channel from the sales order	Refund a customer on the sales channel
invoice per shipment or in stages, and track every invoice, payment and due date	Sales Invoices
download invoices, print packing slips, and post to accounting	Generate invoices, packing slips, and accounting
follow every Stripe invoice you've sent, and the updates Stripe sends back	Track Stripe invoices and webhook events