Documents
Generate and manage invoices, delivery notes, and other business documents.
The Documents section handles generation and management of business documents — invoices, delivery notes, and other paperwork associated with your orders.
DocumentsOverview
Documents are generated from order data and can be viewed, downloaded, and shared. The documents page shows all generated documents with their type, associated order, and status.
Document types
| Type | Purpose |
|---|---|
| Invoice | Billing document sent to the customer |
| Delivery Note | Accompanies a shipment with contents details |
| Proforma Invoice | Pre-payment invoice for advance billing |
| Credit Note | Issued for returns or adjustments |
Generating documents
Documents can be generated from order records:
Navigate to the order
Find the order you need a document for in Commerce → Orders.
Generate the document
Use the document generation action and select the type of document you need.
Review and download
The generated document appears in PDF format. Review it for accuracy, then download or share it.
Document management
From the Documents page, you can:
- Search — Find documents by number, order reference, or customer
- Filter by type — Show only invoices, delivery notes, etc.
- View — Open documents in the browser
- Download — Save documents as PDF files
- Track status — Monitor document lifecycle (draft, sent, paid)
Branded documents
Documents use your organisation's branding and contact details. Ensure your organisation settings are up to date so that generated documents have the correct company information.