Expandly: Help & Support

Overview

In this guide, we will show you how to print invoices for your sales orders, using Expandly

Before you get started

Expandly has a default invoice template available for you to use however should you wish to create a custom invoice template, for use across your different sales channel orders, you are also able to do this. Please see Support Guide below which will explain this in more detail:

Creating a Custom CSV Template – Expandly: Help & Support

Printing Sales Order invoices

1. Click Sales Orders (left menu) and then click Manage Sales Orders:

2. On your Manage Sales Orders page, find the sales order(s) you wish to print invoices for, by using the search bar or filters the are available to apply at the top left of the page and then click :

3. Select the sales order(s), using the left hand tick box and then click Bulk Actions (top right) and from the drop-down, select Print Invoice:

4. On the Print Invoice pop-up, select the Invoice template you wish to use (the default invoice template will always be shown however if any custom invoice templates have been created on the account, these will also be shown on the pop-up for you to select) and then click :

5. Your invoice will then be populated for you to save or print as required.