---
title: "Invoice manager"
description: "Understand Business and Driver invoice workflows, their order-data boundary, and document-export risks."
canonical: https://docs.ordering.co/docs/products/dashboard/reports/invoice-manager/
---

# Invoice manager

**Invoice manager** assembles documents for Business and Driver invoice modes. It is distinct from [Payment reports](https://docs.ordering.co/docs/products/dashboard/reports/payment-reports/), which handles stored payment invoices and payment-report exports.

> **Availability and access**
>
> The `/intelligence/invoice` route can be limited to level 0. A configured Reports sidebar list can expose an entry to a level-2 Business owner without changing route access. The Business Invoice option and a configuration-dependent Driver Invoice option can be shown for the selected project. Confirm available options, access, and data in the project where you are authorized to work.

## Open an invoice workflow

Invoice-mode cards keep the selected mode and tab in the URL query state. Opening a card displays the corresponding side panel; it does not by itself confirm that an invoice was retrieved or rendered.

![Invoice manager showing the Business invoice and Driver invoice options without invoice data](https://docs.ordering.co/img/docs/dashboard/reports/invoice-manager-overview.jpg)

The screenshot is for orientation only. It does not confirm available access, order data, document output, or successful service behavior.

## Business invoice data boundary

Business invoice can include charge or payout selection, date boundaries, Business selection, percentage and fixed fees, tax, miscellaneous description or amount, notes, enabled payment-method selection, configured order-type selection, and canceled-order or platform-discount options. It can load Businesses, payment methods, order types, and matching orders.

The **Save** action prepares the invoice form from the selected order data. It does not by itself confirm creation of a persistent payment-invoice record. Treat loaded order data as sensitive because it can include private operational, customer, payment, and location information.

## Driver invoice data boundary

Driver invoice can include Driver selection, a date range, fees, tax, miscellaneous values, notes, delivery-price and driver-tip percentages, payment methods, and an include-canceled-orders option. It can load driver identities and matching order data. The **Delivery Type** tab is associated with Business Invoice and may not be available in Driver Invoice.

## Document and effect boundary

Invoice manager can assemble invoice content and offer a document-generation or download path that sends invoice HTML to a PDF service. Document generation and download are export and provider boundaries, not read-only previews.

Invoice content can include Business or Driver identity, orders, payment methods, fees, taxes, discounts, tips, notes, and date-filtered totals. Before relying on a document, confirm its contents, recipient, retention, and approval within your organization's accounting workflow.

## Maintenance boundary

Before using Invoice manager, confirm the route access, Business-owner sidebar condition, configuration-dependent Driver option, selected mode and tab, available fields, order-data scope, and PDF handoff for the selected project. Do not infer authorization, persistence, output contents, or success from a route or UI label alone.

---

**Related guides:** [Payment reports](https://docs.ordering.co/docs/products/dashboard/reports/payment-reports/) · [Reports overview](https://docs.ordering.co/docs/products/dashboard/reports/)

## Related procedures

- [Automate invoice creation](https://docs.ordering.co/docs/products/dashboard/reports/invoice-manager/automate-invoices/)
- [Manage business invoices](https://docs.ordering.co/docs/products/dashboard/reports/invoice-manager/business-invoices/)
- [Manage driver invoices](https://docs.ordering.co/docs/products/dashboard/reports/invoice-manager/driver-invoices/)