Sovos Docs

Generate an invoice from an order

You can view all your received orders and sent invoices on the Documents page.

When you receive an order from a buyer, you can automatically generate an invoice.
  1. From the side menu, go to Documents.
  2. Click Search in the search bar.
    • You can view your recent documents within the default period.
    • You can also search by typing the document number.
  3. Select the received order and click the Arrow button > Create invoice on the right side of the row.
    Note:

    The next page shows a pre-filled draft of the invoice with information from the selected order.

  4. Review the draft invoice and complete any required information.
    • Scroll down and click Send.
    • Or click Save if you want to send it later; the draft will be saved on the Drafts page.
    Note:

    The sent invoice will appear in the Sent Documents list in Documents.

  5. Click the document number link to preview your invoice and its details on the Document detail page.