Invoices
An invoice is the bill for one order: what a restaurant owes one supplier for one delivery. Clipp creates it when the supplier marks the order Ready for Delivery and emails it to the restaurant with a pay link. The restaurant pays online, or the supplier records a cash, check or other payment by hand. The supplier tracks what's owed on the Invoices page and chases what's overdue.
Who uses it
- Supplier staff follow invoices on the Invoices page, record payments and refunds, print invoices and packing slips, and remind customers to pay.
- Restaurants receive the invoice by email, pay from the link, and see it in the restaurant app.
An invoice's life at a glance
| Step | What happens | Payment status |
|---|---|---|
| Order Pending (Placed) | Printing gives a "Pending Order" document | — |
| Order Packing (Confirmed) | Printing gives a packing slip | — |
| Order Ready for Delivery | It gets its invoice date and due date, appears on the invoice list, and the restaurant is emailed the invoice | Unpaid |
| Delivered | Emailed again | Unpaid |
| Payments come in | Online, or recorded in Manage Payments | Partially paid → Paid |
| Due date passes | It becomes overdue; reminders go out | Unpaid / Partially paid |
| Goods come back | Returns lower the total | |
| Cancelled | Read-only from then on | Canceled |
See Payment status for every status and how it's worked out.
In this section
| Page | Answers |
|---|---|
| Invoice list | Filters, search, columns, sorting and the Total / Paid / Pending cards |
| Invoice page | Every button and section on one invoice |
| Payment status | Unpaid, Partially paid, Processing, Paid, Void, Canceled, and the rule behind them |
| Invoice date | When an invoice gets its date, and how to change it |
| Due date & payment terms | How "Net 30" becomes a due date |
| Overdue & Notify to Pay | When an invoice is overdue, and the reminder button |
| Payment reminders | Automatic reminders before or after the due date |
| Sending the invoice | Which emails carry the invoice, and the pay link |
| Invoice PDF | Everything printed on the invoice |
| Packing slip | The packing document, and hiding prices on it |
| Bulk printing | Printing many invoices or packing slips at once |
| Line totals & rounding | How each line and the subtotal are worked out |
| Adjustments & fees | Discounts, promotions, loyalty, store credit and fees on the invoice |
| Clipp coupons on the invoice | How a Clipp coupon prints and how the supplier is paid for it |
| Returns & credits | Why a return never credits more than was charged |
| Processing fees | Who pays the card, PayPal and bank fees |
| Manage Payments panel | Recording payments and refunds on an invoice, and what each changes |
| Correcting or removing a payment | Editing and deleting records, with the bookkeeping they post |
Where it shows up
- Supplier app: Invoices (list and invoice page), the order page (dates, terms, adjustments), Manage Account (Print Settings, Notifications).
- Restaurant: the invoice PDF, the Ready for Delivery and Delivered emails, overdue and reminder messages, the pay page, card and bank checkout, statements, the restaurant app.
- Finance: Bookkeeping and the sales and receivables reports.
Permissions
| Role | View invoices | Record payments, Notify to Pay, statements | Summary cards |
|---|---|---|---|
| Admin | Yes | Yes | Yes |
| Clerk | Yes | Yes | No |
| Driver, Warehouse, Sales Person | Yes (read-only) | No | No |
| Custom role | As its invoice setting | With full invoice access | No |
Changing an order's dates, terms and adjustments needs full order access, which Driver, Warehouse and Sales Person have by default. Anyone who can open an invoice with full access can correct the money on it (IMM-006).
Known limitations
- Clipp coupons can't be applied to current orders yet. See Clipp coupons.