An order is created when a customer places an order for an item and wants to be billed instead of pay for the item at the time of the order. The order is an "open order" and does not have a financial record associated with it. Later, after you receive payment for the item, you can search for the order and apply the payment from the Order Profile and then it becomes an invoice.
Orders are converted into invoices when:
- A manual invoice is created for the order (each order can be invoiced separately)
- A payment is made to the order (after a partial payment or payment in full is made, the order is invoiced)
- An order is fulfilled (prepared for shipping)
- The Create Invoice option is selected during the Shopping Cart check out process