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How to add an invoice ​

This guide walks through creating an invoice in Sales POS (Sales dashboard → New Order).

It assumes CoreXBiz is installed and you can open the Sales POS / sales dashboard.

Related overview: Sales POS · Sales List

Video walkthrough ​

Before you begin ​

  1. Confirm you can open Sales POS (corexbiz-sales-dashboard / Sales dashboard).
  2. Have an existing client and at least one WooCommerce product ready for line items.
  3. For a lean demo: skip Estimates, nested Add New Client, and a full live card charge.

Typical workflow ​

Click any screenshot to view it full size.

1. Open Sales POS ​

Open the Sales dashboard / Sales POS from WordPress admin.

Open Sales POS from WordPress adminClick to enlarge

2. Review the POS workspace ​

Show order and customer search context on the Sales POS screen.

Sales POS workspace with searchClick to enlarge

3. Start New Order ​

Click New Order to begin Add Invoice.

Click New Order to add an invoiceClick to enlarge

4. Review status fields ​

Describe invoice status, payment status, production status, fulfillment method, and handoff status, plus dates and PO when needed.

Invoice status and date fieldsClick to enlarge

5. Select a client ​

Search and select an existing client on the invoice form.

Select an existing client on the invoiceClick to enlarge

6. Add product line items ​

Add products from the product dropdown (not description-only), and add a second line when needed.

Add product line items from the dropdownClick to enlarge

7. Review the summary ​

Check the receipt-style summary card before saving.

Invoice summary receipt cardClick to enlarge

8. Save Invoice ​

Click Save Invoice to store the order.

Save InvoiceClick to enlarge

9. Explain payment options ​

Cover in-store cash/card versus sending the invoice for online payment (without requiring a live charge).

Payment options on the saved invoiceClick to enlarge

10. Export PDF ​

Explain PDF export — processing stays on your own server.

PDF export on the invoiceClick to enlarge

11. Save and send ​

Use Save & Send for the email flow.

Save and Send invoice emailClick to enlarge

12. Close the invoice ​

Close after sending and return to the list.

Close the invoice and return to the listClick to enlarge

Notes ​

  • Prefer product dropdown selection for line items so pricing and catalog data stay connected.
  • Lean demos can skip Estimates, nested Add New Client, and completing a live card charge.
  • After the invoice exists, review it in Sales List when you need accounting context.

Released under the MIT License.

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