Create Invoice

Overview

The Create Invoice step generates an invoice document for the order. It can create an invoice for the entire order or for a specific shipment when running at shipment level.

Identifier

Configuration Properties

This step has no configurable properties.

Behavior

What It Does

1. Creates an invoice for the order/shipment
2. If running at order level: Creates invoice for entire order
3. If running at shipment level: Creates invoice for specific shipment
4. Generates invoice document according to tenant configuration

Prerequisites

• Order must be in a shippable/complete state
• Invoice service must be configured

Side Effects

• Creates invoice document
• Invoice number is generated and stored
• Invoice may be sent to external systems (ERP, accounting)

Business Cases

When to Use

• Order completion: Generate invoice when order ships
• Shipment-level invoicing: Separate invoices per shipment
• B2B orders: Invoice generation for business customers

Example Scenarios

Scenario 1: Order-Level Invoice Step runs at order level. Creates single invoice for $150 order total.

Scenario 2: Shipment-Level Invoice Order split into two shipments. Each shipment gets its own invoice as it ships.

Scenario 3: Click-and-Collect Order ready for pickup. Invoice created for customer to collect with their items.

Error Handling

Related Steps

• Capture Payments - Often run together with invoicing
• Export Invoices - Exports created invoices to external systems