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Manage business invoices

Use Business invoice to prepare a PDF for a store and period. Open Reports → Invoice manager, then select Business invoice under Invoice for.

Business invoice form and preview with synthetic data

Choose the invoice scope​

Choose the store and period. Set Invoice type to Charge the business commission and fees or Pay out the business, according to the document you need. Set commission, fixed fee per order, tax, other amount and its description, and add notes as appropriate.

Filter by payment method and order type​

Under Which orders count, select payment methods and order types. Open Which states? to see the billable statuses. Use the project’s payment method labels when checking the scope.

Include the intended orders​

Check Include canceled orders and Include discounts done by platform against the intended calculation. Wait for the preview to update. Confirm the order count, breakdown and total due before downloading the PDF.

Separate invoices from payout processing​

Choose Download PDF for a single store. Use Invoice several businesses for a batch. The invoice type determines the calculation shown in the document. Use your accounting and payment processes to deliver the invoice or settle the amount.

Useful review patterns​

  • Create separate records for commission and fee charges versus payout documentation when the accounting workflow requires them.
  • Use date, business, payment-method, and order-type filters to make the selected order set auditable.
  • Include canceled orders or discounted orders only when the financial policy calls for them.
  • Use percentage, fixed, tax, and miscellaneous fields with a documented calculation or accounting rule.
  • Review the generated document, selected business, totals, and supporting order scope before sharing it with accounting.

Related guides: Invoice manager · Plan external invoice automation · Manage driver invoices