Invoices

Use Invoices to generate invoices from fulfillment data.

Invoice tabs:

• Native: create and export Lyravine invoices
• QuickBooks: create invoices directly in QuickBooks
• Square: create invoices directly in Square

Create invoices

Pick a tab first, then create from that tab’s flow.

Create native invoices

From Native, click Create invoice.

Choose:

• Invoice issue date
• Shop location
• Fulfillment period
• Payment term

Interaction with fulfillment conditions

During invoice creation, a fulfillment account can show:

• Zero fulfillments
• All fulfillments blacked out

These indicate a zero-charge result is possible.

Multi-location grouping rules

Invoice grouping is configured per fulfillment account.

Grouping rule

• Include all locations in one invoice
• Create a separate invoice for each location

Effect on generated invoices

Combined across locations

• One invoice for the account
• Line items can include location names

Separate per location

• One invoice per location
• Each invoice includes only that location’s fulfillments

Create invoices in QuickBooks

Before creating:

• QuickBooks integration connected
• Required fulfillment accounts/items exist in QuickBooks
• Shop currency matches QuickBooks home currency

How to create:

• Open QuickBooks tab
• Click Create invoice
• Choose period, date, accounts, and QuickBooks terms
• Optionally enable ACH/card
• Click Create invoices

Create invoices in Square

Before creating:

• Square integration connected
• Fulfillment accounts linked to Square customer profiles
• At least one payment method enabled

How to create:

• Open Square tab
• Click Create invoice
• Set delivery method, period, accounts, terms, scheduling, and payment methods
• Click Create Square invoices

Common integration failures

See Integrations common failures, QuickBooks failures, and Square failures.

Export invoices

Native invoices can be exported as Bill.com-compatible CSV.

Delete invoices

Deleting an invoice is permanent.

Invoice numbers

Non-provider invoices use a 10-character random alphanumeric ID.

Next step

• Primary: Integrations
• Reference: Fulfillment Accounts