Skip to main content
An invoice is FikaTrade’s record of an amount a customer owes you for a specific order.

​
One order, one invoice

Every invoice belongs to exactly one order, and an order can never have more than one active invoice — FikaTrade won’t let a second invoice be created for an order that already has one. There’s no consolidated or batched invoicing across multiple orders.

​
When an invoice is created

A draft invoice is created the moment you select Create Invoice on a Placed order — or, for auto-accept customers, automatically as soon as the order is placed. Either way, that draft still needs to be finalized (Send Invoice) before it counts as issued — see How invoices are created for the full two-step flow, and Approve or reject an order for the order-side action. You can’t create an invoice on its own, separately from an order — there’s no manual “New invoice” action anywhere in FikaTrade.

​
Where you find an invoice

There’s no separate, browsable list of your invoices. You reach an invoice through its order — open the order from your order list, and its invoice (if it has one) is shown as part of the order’s detail page. See View and manage an invoice.

​
Xero is optional

Connecting Xero is entirely optional. If you haven’t connected Xero, your invoices are created and managed inside FikaTrade only. If you have, invoices sync to Xero too — see Connect FikaTrade to Xero and Sync invoices with Xero.

​
A simple lifecycle

See Payments overview for how payment collection itself works.