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This article is part of a series helping users get started with the Template Workflows we have included in Automation. To use a Template, visit here and select a Workflow to edit and apply to your orders!
The Workflow helps you to automatically create Invoices to view and send from the Invoices page inside the Sales Orders section of.
Upon Sales order Creation or Finalization, we can check for Invoice Status equaling 'Uninvoiced'. For Orders meeting this criterion, we then create an Invoice automatically for either all Line Items, only those with Available Stock, and if we choose to include extra Line Items like Shipping, Discounts, or Services. An Invoice Number will be set as well as an Invoiced At Date and a Payment Due Date based on the Payment Terms specified either on the Customer Relationship or in your Account Defaults. Payment Status will be set to unpaid.
This action will appear on the 'Order History' column of the Sales Order page, as an action performed by the user on your account who created the Workflow and via Automation.
Enjoy exploring our Commerce Automation 🤖