Invoices
How invoices work at /invoices, including creation from quotes and tasks, sending, online payment through Stripe, recorded payments, credit notes, write-offs, reminders and the Payments page.
Products
The product catalog at /products, with variants, inventory levels and stock movements, suppliers, purchase orders, image lookup, and public product pages.
Invoices
How invoices work at /invoices, including creation from quotes and tasks, sending, online payment through Stripe, recorded payments, credit notes, write-offs, reminders and the Payments page.
Products
The product catalog at /products, with variants, inventory levels and stock movements, suppliers, purchase orders, image lookup, and public product pages.
Sales orders at /orders, with stock reservation, fulfillment through shipments, invoicing policies, digital delivery, returns and promotions.
Sales orders sit between an accepted quote or an incoming request and delivery and invoicing. They live under Finance > Orders at /{orgSlug}/orders, which has three tabs:
| Tab | Route | What it shows |
|---|---|---|
| Orders | /orders | The order list with search and filters |
| Shipments | /orders/shipments | Outgoing shipments, expected supplier deliveries and customer returns |
| Promotions | /orders/promotions | Discount rules for quotes, orders and invoices |
An order opens at /orders/[orderId] with its lines, delivery and invoicing settings, fulfillment, invoices, digital delivery and lifecycle. A promotion opens at /orders/promotions/[promotionId]. The Promotions tab only shows for users who can view promotions.
| Status | Meaning |
|---|---|
| Draft | Lines and settings can change |
| Confirmed | Stock is reserved and the order can ship and be invoiced |
| On hold | Paused; it still holds its stock |
| Completed | Fulfilled and invoiced |
| Cancelled | The unshipped remainder is cancelled and its stock released |
Each order also shows a derived fulfillment status (not shipped, partly shipped or shipped) and payment status (not invoiced, unpaid, partly paid or paid).
An order records where it came from: manual, quote, inbox, API or integration. Quotes create orders when their quote template has Create an order when accepted switched on, or when staff select Create order on an accepted quote. Inbox orders arrive as a proposal with an approval card. API orders are idempotent per source and external ID.
Lines are product variants, custom lines or shipping costs. An order can have an order discount as a percentage or fixed amount, or a promotion. A line cannot go below what already shipped, and shipped lines cannot be removed.
The Delivery and invoicing section sets the delivery method, the invoicing policy, a requested delivery date, the ship-to address, a note for the customer and internal notes.
| Delivery method | Meaning |
|---|---|
| Pickup | The customer collects the goods |
| Own delivery | Delivered by hand; record a shipment when it has been sent |
| Carrier | Shipped with a carrier, with tracking number and link |
| Digital | Delivered as files, license keys or links |
| No delivery | Nothing is delivered |
| Invoicing policy | Meaning |
|---|---|
| Invoice before shipping | Prepaid; picking waits for payment |
| Invoice per shipment | Invoice what was delivered |
| Invoice manually | Staff create invoices when they choose |
For digital sales to a consumer in another EU country, the order offers VAT at the buyer's rate (OSS).
The Order progress strip follows the default order lifecycle: confirmed, paid, picking, shipped, delivered, invoiced and completed. Prepaid orders wait for payment before picking.
On a confirmed order:
Drafts and cancelled orders with nothing shipped can be deleted. The order offers two PDFs: an order confirmation and a packing slip.
Shipment statuses are draft, packed, ready for pickup, in transit, delivered, picked up, problem and cancelled. Each shipment holds the carrier, number of packages, tracking number and tracking link, and the customer can follow it from the portal. Shipping fails when there is not enough stock.
Supplier deliveries are inbound shipments announced from a purchase order. See Products.
Digital lines never create shipments. When the order is confirmed or paid, according to its invoicing policy, the order issues license keys from the product's key pool and emails secure download links. The Digital delivery section shows how much of each line was delivered, downloads and keys left, and revoked grants. Select Deliver now to deliver manually. When keys run out, the order delivers what is available and the remaining lines wait for license keys. Customers find their downloads and keys on the order in the portal.
Promotions are discounts you pick on quotes, orders and invoices, or that customers apply with a code.
| Setting | Options |
|---|---|
| Discount | Percentage, fixed amount or free shipping |
| Applies to | The whole document, or lines with specific products, variants or categories |
| Code | Optional, such as SPRING10; must be unique |
| Usable on | Quotes, orders and invoices |
| Eligibility | Everyone, business customers, private customers, specific customers or customer tags; a customer qualifies when any rule matches |
| Schedule and limits | Start and end dates, minimum subtotal, minimum quantity, total uses and uses per customer |
Promotions start as drafts. Create one with New promotion, then set targets, eligibility and dates on its detail page and set the status to active. The list shows each promotion's code, discount, status (draft, scheduled, active, expired or archived) and how often it was used. The detail page lists the documents that used it.
To apply a promotion on a quote, order or invoice, open Apply a promotion and pick one or type its code. Picking a promotion copies its discount onto the document; editing the discount by hand unlinks it. On orders, promotions are set before confirming. A use counts when a quote is accepted, an order is confirmed, or an invoice without an order is sent. Cancelling and credit notes give the use back.
Deleting removes an unused promotion. A promotion that was already used is archived instead, so documents keep their history.
| Key | Grants |
|---|---|
organization.orders.view | See orders and shipments |
organization.orders.create | Create orders, including from an accepted quote |
organization.orders.update | Edit drafts, hold and release, and reserve stock |
organization.orders.delete | Delete draft or cancelled orders |
organization.orders.confirm | Confirm orders |
organization.orders.fulfill | Create and ship shipments, register returns, and deliver digital items |
organization.orders.cancel | Cancel orders |
organization.promotions.view, .create, .update, .delete | Manage promotions |
Creating an invoice or a return credit note also needs organization.invoices.create. Applying a promotion needs update access on the quote, order or invoice. See Access control.
order.created, order.confirmed, order.backordered, order.paid, order.shipped, order.ready-for-pickup, order.picked-up, order.delivered, order.invoiced, order.completed, order.cancelled and order.returned. Shipments emit shipment.shipped, shipment.out-for-delivery, shipment.ready-for-pickup, shipment.delivered and shipment.exception. They can trigger workflows and outgoing webhooks.internal/commerce/daily cron runs every morning and emits promotion.expiring and promotion.limit-reached for promotions, and purchase-order.overdue for late purchase orders.internal/inventory/signals cron runs every minute and publishes stock level changes. See Products.listOrders, getOrder, createOrder, confirmOrder, cancelOrder, listShipments, getShipment, shipShipment and validatePromotion. See MCP.All paths are under /api/v1/organizations/{organizationId}.
| Resource | Operations |
|---|---|
/orders | List, create (idempotent per source and externalId, with optional confirm), get |
/orders/{orderId}/confirm | Confirm |
/orders/{orderId}/cancel | Cancel |
/orders/{orderId}/lifecycle | Get lifecycle and advance a stage |
/shipments | List and get |
/shipments/{shipmentId}/ship | Ship; returns 409 APPROVAL_REQUIRED when an approval policy applies |
/promotions/validate | Validate a promotion or code for a customer without redeeming it |
Webshops can combine createOrder, validatePromotion and inventory levels for checkout and stock sync.
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Invoices
How invoices work at /invoices, including creation from quotes and tasks, sending, online payment through Stripe, recorded payments, credit notes, write-offs, reminders and the Payments page.
Products
The product catalog at /products, with variants, inventory levels and stock movements, suppliers, purchase orders, image lookup, and public product pages.