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Last update: August 26, 2024

Manage Documents

Managing documents in the Orders module includes:

To start managing documents:

  1. In the main menu, click Orders.
  2. In the next Customer orders blade, select the required order.

    Tip

    In this step, you can copy the current URL and paste it into a new window to open the desired order immediately.

  3. In the Edit order details and related documents blade, click New document.

New document

Create shipment documents

To create a new shipment document:

  1. Follow steps 1-3 from the instruction above.
  2. Click Shipment in the Select operation type blade.
  3. In the next blade, fill in the fields of the new shipment document. Don't forget to switch the Approved option to on.

    New shipment document

  4. Click OK to save the changes.

All the shipment documents for the selected order are displayed in the Edit order details and related documents:

New shipment document

Create payment documents

To create a new payment document:

  1. Follow steps 1-3 from the instruction above.
  2. Click PaymentIn in the Select operation type blade.
  3. In the next blade, fill in the fields of the new payment document. Don't forget to switch the Approved option to on.

    New payment document

  4. Click OK to save the changes.

All the payment documents for the selected order are displayed in the Edit order details and related documents blade:

Payment document stored

Get invoice PDF

To get an invoice in PDF format:

  1. Follow steps 1-2 from the instruction above.
  2. In the Edit order details and related documents blade, click Get invoices PDF in the toolbar.

The invoice PDF opens in a new window.

Create refund documents

To create a new refund document:

  1. In the main menu, click Orders.
  2. In the next Customer orders blade, select the required order.
  3. Scroll down to the shipment and payment documents section and click PaymentIn.
  4. In the next blade, check the payment status. Refunding is possible for the orders with the Paid status.
  5. Click Refund payment in the toolbar.

    Refund payment

  6. In the next blade, enter the refund amount, the refund message, and select the refund reason from the drop-down list. Click OK to save the changes.

    Refund blade

  7. The new refund document appears in the shipment and payment documents section.

    Ne3w refund document

  8. Click on it to see the details.

    Refund document