Invoice generation
Invoices are typically created automatically when:- An order is placed
- A payment is collected
- You manually trigger invoice creation
If you have Xero connected, invoices are automatically created in Xero and synced back to FikaPay. If not, internal invoices are created.
Invoice details
Each invoice includes:- Invoice number
- Order details
- Line items (products and quantities)
- Pricing and totals
- Tax information
- Customer information
- Date and payment status
Xero integration
If you have Xero connected:- Invoices are automatically created in Xero
- Invoice numbers are synced between systems
- Payment status updates automatically
- You can view invoices in both FikaPay and Xero
Viewing invoices
You can view all invoices in the transactions section. Filter by:- Date range
- Order number
- Customer
- Payment status
- Invoice number
