Documents

In short

Every document belonging to an order, in one place. Until 22 August 2026 the screen was called Invoices and lived under Finance; it moved to Orders because a document always belongs to a specific order.

What it does

Where to find it: Operations → Orders → Documents

• Invoices — what you issued and what is still unpaid.
• Credit notes — what you refunded and which invoice it belongs to.
• Invoice items — the individual products on the documents.
• Sales by invoice — how much of each product sold, according to the documents.

Every document shows whether it is paid or unpaid.

Sending to your accountant

Documents can be sent automatically — connect an accounting system in Settings → Connected apps. The same document is never sent twice.

Who can get here

Documents are visible to the administrator and the manager. HR, customer support and warehouse staff do not see them by default; an administrator can grant access individually.