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 |
| 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 |
| download invoices, print packing slips, and post to accounting | Generate invoices, packing slips, and accounting |
Last verified:
Was this helpful?