In this article, you will learn when invoices for your sales are created and sent, what information they contain, and where you can view them in your account.
Content
- When will an invoice be sent?
- What does an invoice look like?
- Where can I view invoices that have been created?
When will an invoice be sent?
Customers can specify on your payment page whether they want to receive an invoice from you.
In this case, they must check the box I need an invoice and provide their address in addition to their name and email address. Without this information, our system cannot issue an invoice. For other reasons why an invoice could not be created for a sale, see the article Why was no invoice sent to my customers?
In addition to this option, you can also specify in your settings that an invoice is automatically created for each sale.
To have invoices created automatically for all your sales, open your settings and go to Invoice settings and address. In the Taxes section, activate the option Create an invoice for every sale.
Note: For B2B sales, an invoice is created automatically, as this is mandatory in most countries.
The invoices created by our system are sent directly as an attachment with the order confirmation by email.
What does an invoice look like?
You can view a sample of your invoice in your settings under Payments & Finance > Invoice Design and Numbers.
All necessary mandatory information is shown on the invoice. This includes the invoice number, the name and address of the sender and recipient, and the tax number of the issuer.
All invoices also provide a complete overview of the net and gross amounts, including the sales tax shown and, if necessary, the corresponding information on its basis.
The invoice also shows its current status. A distinction is made between settled (payment has been made in full), unpaid (e.g., in the case of a SEPA direct debit that has not yet been fully processed), and installment purchase (first installment paid).
At the bottom of the invoice, there is also a link to verify the invoice. Clicking on it will open the details of this sale.
Where can I view invoices that have been created?
You can view all invoices sent to your customers in your Tentary account. To do this, go to the Sales menu item and click on the relevant line to display details of this sale.
If an invoice was requested at the time of purchase, you will see a Download invoice copy link in the sales details.
You can also find all invoices created in your settings in the Accounting tab under Sales (Income) > Your invoices to customers.
