Document workflow

Digital Invoices keep document context close to the order.

Prepare invoice and receipt records from the commerce workflow so customers, payment state, accounting context, and reports can be reviewed together.

Plan invoice workflow Compare pricing

Invoice recordPayment contextCustomer document

Document flow

Invoice and receipt context should stay close to the order, customer, payment state, and review path.

Order context

Focus: The sale and customer behind the document.
Next step: Check order details.

Payment state

Focus: Payment context that informs invoice or receipt handling.
Next step: Review payment path.

Accounting review

Focus: Documents prepared for reporting and finance review.
Next step: Open Accounting.

Document flow
Area	Focus	Next step
Order context	The sale and customer behind the document.	Check order details.
Payment state	Payment context that informs invoice or receipt handling.	Review payment path.
Accounting review	Documents prepared for reporting and finance review.	Open Accounting.

Capability workflow

Move from order context to customer-facing documents with less manual reconstruction.

Digital Invoices is separate from payments: it keeps document records attached to the order, customer, accounting review, and reporting context.

Prepare the document

Use order and customer context to prepare invoice or receipt records.

Keep payment context visible

Review document state near payment and accounting context without claiming unsupported automation.

Support close review

Keep customer-facing documents available for reporting, accounting review, and tax-ready record preparation.

Connected capabilities

Digital Invoices connects orders, customers, payments, and accounting context.

The invoice workflow is useful because it stays near the records that created it while accounting and reports remain separate review layers.

Sales

Orders, selling workflows, receipts, and daily selling context.

Plan document workflow

Customers

Customer profiles, order context, bookings, and engagement history.

Open Customers

Accounting

Finance records, review context, and accounting workflow readiness.

Open Accounting

Shipping and Payments

Payment state, fulfillment context, and customer-facing checkout readiness.

Open Shipping and Payments

Common industry fit

Where Digital Invoices usually matters most.

Different industries use this capability in different operating models.

Supermarkets

High-throughput checkout and stock-depth workflow for barcode lanes, replenishment, invoices, reports, and accounting context.

Sales Shipping and Payments Digital Invoices Accounting

Checkout and stock focus

Keep fast checkout connected to product depth and barcode flow.

Hotels & Accommodations

Booking and guest-service workflow for reservations, customer profiles, invoices, payments, and reporting.

Customers Digital Invoices Accounting Shipping and Payments

Guest service focus

Connect reservations and guest context before arrival.

Offices & Services

Professional-service workflow for customers, contracts, digital invoices, accounting, reports, payments, and scheduling.

Customers Digital Invoices Accounting Shipping and Payments

Service workflow focus

Keep customer, service, document, and invoice context connected.

Retail Stores

Product-first retail workflow for checkout, stock, customers, campaigns, and online presentation.

Sales Customers Shipping and Payments

Retail floor focus

Sell from the floor while product and customer context stay visible.

Availability

Use Pricing for the full plan comparison.

Invoice behavior and automation level are scoped during rollout and business/legal review.

Plan scope varies

Use Pricing to compare subscription scope, selected modules, and rollout timing for this workflow.

Plan invoice and receipt handling around real order records.

Start with how documents should connect to customers, payments, accounting review, and close reporting.