Overview
Invoices can be previewed, printed, or emailed directly from Factory, streamlining the payment process. Each action serves a specific function and may trigger real-time updates in a connected accounting package (MYOB, QBO, Xero) if integration is enabled.
👥 Access Permissions: only Administrators, Power Users, and Standard Users can invoice a Job/Order. Please review user roles prior commencing.
📍Where to find it in the app:
Global Search > search and select a Sales Order >
OptionsSales>Sales Orders> select a Sales Order >OptionsSales>Customers> select a Customer > search and select a Sales Order >Options
💡Tip: customised Invoice layouts via Settings > Document templates.
Options
Preview – Opens a new browser tab with a copy of the Invoice for viewing only
Print – Opens a printable version in a new tab. This action also updates the connected accounting package (if integrated)
Email – Sends the Invoice PDF via email on selected Contact with a hyperlink. This also updates the connected accounting package (if integrated)
How to Preview an Invoice
Ensure the Job/Order is not in Draft status
Go to
Options>InvoiceEdit the Invoice date if needed
Select
Options>Preview.
How to Print an Invoice
Ensure the Job/Order is not in Draft status
Go to
Options>InvoiceEdit the Invoice date if needed
Select
Options>Print.
📝Notes:
If
Send newly-created Factory invoices to your accounting packageis enabled (viaSettings>Integrations), the Invoice will be pushed to the connected accounting package in real timeThe Order # (from MYOB, QBO or Xero) will appear on the Order details page next to the Invoice status with the status updating to "Yes".
How to Email an Invoice
💡Tip: configure the default email message in Settings > Invoicing using the text field to avoid retyping content each time an Invoice is sent.
Ensure the Job/Order is not in Draft status
Go to
Options>InvoiceEdit the Invoice date if needed
Choose a Contact from the list, or:
Click
add contactto include a new ContactClick
editto update an existing Contact’s name, email, or phone number
Select
Options>Email.
📝Notes:
If
Send newly-created Factory invoices to your accounting packageis enabled (viaSettings>Integrations), the Invoice will be pushed to the connected accounting package in real timeThe Order # (from MYOB, QBO or Xero) will appear on the Order details page next to the Invoice status with the status updating to "Yes".
How to Email an Invoice with Attachments
Files auto-attached from the Collaborate tabs of the selected Customer and added Products are automatically displayed in the Attachments list.
Ensure the Job/Order is not in Draft status
Go to
Options>InvoiceEdit the Invoice date if needed
Select Attachments from the list, or click
add attachmentto upload new files
Select
Options>Email.
📝Note:
If
Send newly-created Factory invoices to your accounting packageis enabled (viaSettings>Integrations), the Invoice will be pushed to the connected accounting package in real timeThe Order # (from MYOB, QBO or Xero) will appear on the Order details page next to the Invoice status with the status updating to "Yes"
Maximum of 10 MB total (email + attachments) can be sent per email.