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Invoicing turns the orders a customer has bought on account into a single, sent PDF on your letterhead. You can invoice one order at a time, combine several orders for the same customer, or sweep a date range across every account customer at once.
This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
Invoicing requires the Invoices (Manage) permission, the same one that gates the rest of the Business page, and most of it lives under Business in your dashboard.

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Before you invoice — set up your template

Customise how your invoices look and who gets copied in from Settings > General > Invoicing. These settings apply to every invoice you send, whether single or bulk. The customer’s Payment Terms (days) is set on their record under Customers > Edit > Credit Account Details, and Digital Florists uses it to calculate the due date printed on the invoice.

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What can be invoiced

For an order to be eligible, it must:
  • Be paid to Account (the customer is a credit customer and the order’s payment is allocated to their account).
  • Not be cancelled.
  • Not be linked to an event — event-spawned orders are invoiced through the parent event, not through this flow.
  • Not already be on another invoice.
Orders paid by cash, card, or any other non-account method don’t go through invoicing; they’re settled at the point of payment.

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Invoicing straight from the Payment screen

When you finish a new order paid to Account, you can raise its invoice without going to Business first. After you click Complete and the payment is recorded, the Payment screen shows a Create & Email Invoice button next to Print Receipt, Print Label, and Print Worksheet. Click it and Digital Florists creates the invoice for that order and emails it to the customer, then the button changes to Invoice Sent. This is the same as invoicing the order from Business; the order moves into the customer’s invoices either way. Unlike the rest of invoicing, this button isn’t gated behind the Invoices (Manage) permission, so counter staff can raise an account invoice as they finish the sale without opening Business. The button only appears for orders paid to Account, so orders settled by cash, card, or another method don’t show it. The order detail screen has no invoice button of its own, so raise the invoice here as you complete the order, or from Business afterwards.

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Invoicing a single order

Use this when you want to send one order on its own.
1

Open the Business page and select the customer

Click Business in the sidebar, then pick the customer from the left-hand list. Only account customers appear there.
2

Switch to the Not Invoiced tab

The Not Invoiced tab lists every account order for that customer that’s ready to invoice.
3

Click Invoice on the order's row

A small screen opens asking for the invoice date. Pick the date you want printed on the invoice — today’s date works for most cases.
4

Confirm

Digital Florists creates the invoice, generates the PDF, and emails it to the customer. The order moves out of Not Invoiced and into Unreconciled Invoices.
Creating an invoice this way emails it to the customer straight away. The single-order screen has no option to create without sending. If you want to create invoices first and email them yourself afterwards, use Bulk invoicing across every account customer with Email unticked instead.

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Invoicing several orders for one customer

When a customer has a handful of recent orders and you want to send them as one invoice, multi-select inside Not Invoiced.
1

Open the customer's Not Invoiced tab

From Business, select the customer and switch to Not Invoiced.
2

Tick the orders to include

Tick the checkbox on each order you want on this invoice. All ticked orders must belong to the same customer.
3

Click Invoice

The Invoice action button appears at the bottom of the list once you’ve ticked at least one order. Pick the invoice date and confirm.
You get one invoice covering every selected order, on the same PDF template as a single-order invoice.

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Bulk invoicing across every account customer

When it’s time to invoice your account customers for the month (or any other period), use Bulk Invoice Orders from the action bar at the top of Business. Digital Florists sweeps every eligible account order in your chosen date range, groups them by customer, and creates one invoice per customer.
1

Click Bulk Invoice Orders

The button sits in the action bar at the top of the Business page.
2

Pick the date range and date type

Choose the period to cover, then pick the Date Type to filter by — Fulfilment Date or Order Date. Most shops run a monthly bulk invoice on Order Date.
3

Review the eligible orders

Every uninvoiced account order in the range is listed, one row per order, with Order #, Customer, Fulfilment, Created, and Amount. Cancelled, unconfirmed, and event-managed orders are filtered out automatically. Untick any order you want to exclude from this run.
4

Pick the invoice date

The invoice date can be backdated to the latest of (a) the most recent order’s created date and (b) the most recent fulfilment date in your selection — not earlier than that, and not after today.
5

Choose how to send

Tick Email to email each invoice to the customer (on by default). Tick ZIP to download every generated invoice PDF as one ZIP archive. You can pick either, both, or neither — if neither is ticked the invoices are still created and visible on each customer’s record.
6

Process

Digital Florists creates one invoice per customer, generates each PDF, sends the emails, and (if you ticked ZIP) downloads a single archive of everything in this run.
To create invoices for review without sending them, untick Email when you process the run. The invoices are created and saved against each customer, ready to check and email later. Digital Florists doesn’t mark which invoices have already been emailed, so keep your own note of where you’ve got to if you’re working through a long list. A bulk run with many customers can take a while. Leave the screen open until it finishes.

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Finding an existing invoice

Use Search Invoices in the action bar at the top of Business to find any invoice across all your customers. Filter by status (unpaid, paid, credit notes), date, or include archived and deleted entries. You can also drill into a single customer and switch between Unreconciled Invoices, Reconciled Invoices, and History to see the invoices on that account.

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Re-emailing an existing invoice

If a customer didn’t receive their invoice, or you created it without emailing, you can send it from here without creating a new one.
1

Open Search Invoices

Click Search Invoices in the action bar on the Business page.
2

Find the invoice

Filter by customer, status, or date until the invoice you want is in the list.
3

Click the email icon on the row

Digital Florists re-sends the existing invoice PDF to the customer (and to your invoice CC address, if you’ve set one).
Resending doesn’t change the invoice — the number, date, and contents stay the same.

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Deleting an unpaid invoice

If you’ve invoiced the wrong order or the wrong customer, you can delete an unpaid invoice. The deletion is soft — the invoice is removed from active lists and the orders it covered go back to Not Invoiced, ready to be invoiced again.
1

Open the invoice

From the customer’s Unreconciled Invoices tab (or from Search Invoices), open the invoice.
2

Click Delete

Confirm when prompted.
You can’t delete a paid or partially-paid invoice. Once any payment has been reconciled against it, the invoice is locked. To undo a payment, see Undoing a reconciliation. To credit a paid invoice back, issue a credit note — see Credit Management.

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Invoice numbering

Invoice numbers are issued in the form INV-0001 (a fixed INV- prefix followed by a sequential number) in the order they’re created across your shop. The number is set by Digital Florists when the invoice is created and can’t be customised per shop or reset.

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Common questions

Single-order invoicing lives on the Business page, on the customer’s Not Invoiced tab, so the order detail screen has no Invoice action of its own. The one exception is the moment you complete a new order paid to Account: the Payment screen offers a Create & Email Invoice button (see Invoicing straight from the Payment screen). For any other order, open the customer in Business and invoice from there.
The most common reasons: the order isn’t paid to Account (so it doesn’t sit on a credit account), it’s cancelled, it’s been invoiced already, or it was created from an event. Event-spawned orders are invoiced through the parent event.
Yes, through bulk invoicing. The single-order screen always emails the invoice, but Bulk Invoice Orders has an Email checkbox. Untick it and Digital Florists creates the invoices (and their PDFs) without sending anything. You can then open each invoice from Search Invoices to check it and email it later with the envelope icon on its row. This is the way to review invoices before they go out.
No — one invoice = one customer. In the single-order flow, the Invoice button enforces this when you multi-select. In bulk invoicing, a multi-customer selection produces one invoice per customer, not a combined invoice.
No. Invoice numbers are issued automatically as INV- followed by a sequential number, and aren’t configurable per shop.
Invoicing doesn’t change the order’s status, fulfilment, or payment state — it just attaches the order to a new invoice. Reconciling the payment against the invoice is a separate step on the Business page.
No. Bulk invoicing only sweeps orders that have been paid to Account, which is only available on credit customers. Retail customers settle at the point of payment via a receipt.
No. Invoicing is dashboard-only — sign in to Digital Florists from a browser.

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What’s next?

Business overview

Customer balances, recording payments, and reconciling invoices.

Credit Management

Credit notes, manual adjustments, and customer credit balances.

Statements

Send monthly statements of outstanding invoices to account customers.

Customers

Set up credit accounts, payment terms, and account-level discounts.
Last modified on June 21, 2026