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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 booksHow order financials flow to accounting
record payments and refunds, and apply store creditRecord payments and apply store credit
send your customer a PayPal pay link for the full balance or a depositCollect payment with a PayPal pay link
refund all or part of a payment your customer made through PayPalRefund a PayPal payment
see the pay page and messages your customer gets when they open a pay linkWhat your customer sees on the PayPal pay page
refund a buyer on Shopify, eBay, or another channel from the sales orderRefund a customer on the sales channel
download invoices, print packing slips, and post to accountingGenerate invoices, packing slips, and accounting
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