How to manage invoices
StoreLinkr's Accounting module allows you to generate professional invoices for your sales orders and automatically sync them with your administration or accounting software.
Invoice Statuses
Every invoice moves through a standard lifecycle:
- Concept: The invoice is being prepared. You can still review the details and make adjustments to line items or customer info.
- Created (Pushed): The invoice has been successfully generated and sent to your connected accounting platform (e.g., Jortt).
- Finalized: The invoice is locked and considered part of your official financial records.
Configuring Your Invoice Details
Before you start generating invoices, you must set up your business information:
- Navigate to Settings > Invoice Details.
- Enter your Company Name, VAT Number, and Chamber of Commerce (CoC) number.
- Provide your official Business Address and Invoice Email.
- Click Save Settings.
This information will be used as the "Sender" details on all generated invoices.
Automated Invoicing
StoreLinkr can automate your accounting workflow:
- Automatic Creation: Invoices can be created as soon as an order is marked as "Paid" in your sales channel.
- Push to Accounting: If you have connected an accounting integration, StoreLinkr will automatically "Push" finalized invoices to that system, saving you hours of manual data entry.
The Invoices Overview
Navigate to Orders > Invoices to see your financial dashboard:
- Revenue Tracking: See at a glance your revenue excluding VAT, the total VAT collected, and the total including VAT.
- Customer Links: Quickly see which customer an invoice belongs to.
- Export Source: Identify which invoices have been synced to your external accounting software by the integration icon in the "Export" column.
Connecting Your Administration
If you haven't connected your accounting software yet:
- Go to the Invoices overview.
- Click Connect Your Administration.
- Follow the steps to link your platform (e.g., Jortt) to StoreLinkr.