How to Manage Invoices in Your Online Store Using OzSpeed hPanel

Managing invoices in your OzSpeed Online Store ensures accurate records, smooth transactions, and professional customer service. Here’s how to handle all aspects of invoices, from creation to tracking, using OzSpeed hPanel.

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Step 1: Log in to hPanel #

1. Visit OzSpeed hPanel.
2. Enter your login credentials and log in.
3. Navigate to Online Store > Orders.

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Step 2: Access Invoices for Orders #

1. In the Orders section, select the order for which you need to manage an invoice.
2. Open the Invoice tab associated with the order.

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Step 3: Generate an Invoice #

1. Click Generate Invoice to create an invoice for the selected order.
2. Review the details auto-populated from the order, including:
   • Invoice Number: Automatically generated or manually assigned.
   • Customer Information: Name, email, billing, and shipping addresses.
   • Product Details: Items purchased, quantity, and price.
   • Shipping Charges and Taxes: Ensure all applicable fees are included.
3. Save the invoice.

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Step 4: Customize Invoice Details (Optional) #

1. To modify invoice details, click Edit Invoice.
2. Adjust any of the following if necessary:
   • Customer details (e.g., billing address or contact information).
   • Product information (e.g., price, quantity).
   • Tax rates, discounts, or shipping charges.
3. Save the updated invoice.

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Step 5: Send the Invoice to the Customer #

1. Once the invoice is finalized, click Send Invoice.
2. The invoice will be emailed to the customer’s email address as a PDF attachment.
3. Customize the email template (optional) to include:
   • A professional subject line (e.g., “Invoice for Your Order #12345”).
   • Additional messages or terms related to the transaction.

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Step 6: Track Invoice Status #

1. Navigate to Reports > Invoices to monitor the status of all generated invoices.
2. Use filters to sort invoices by:
   • Date
   • Order status (e.g., Paid, Pending)
   • Customer name
3. Export invoice records as a CSV file for accounting or record-keeping purposes.

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Step 7: Automate Invoice Generation (Optional) #

1. Go to Store Settings > Invoices.
2. Enable Automatic Invoice Generation for completed orders.
3. Customize automation preferences:
   • Automatically send invoices to customers upon payment confirmation.
   • Generate draft invoices for manual review.

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Step 8: Download or Print Invoices #

1. Open the Invoice tab for any order.
2. Click Download to save the invoice as a PDF.
3. Click Print if you need a hard copy for records or shipping purposes.

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Troubleshooting Tips #

1. Invoice Not Generating:
   • Ensure the order status is marked as Complete or Paid.
   • Check your Invoice Settings to ensure generation rules are correctly configured.
2. Incorrect Invoice Details:
   • Verify the details in the order summary before generating the invoice.
   • Edit the invoice to correct any inaccuracies.
3. Invoices Not Sent to Customers:
   • Confirm that the customer’s email address is correct.
   • Check your email settings in Store Settings to ensure invoice emails are enabled.

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Additional Tips: #

• Branding: Customize invoices with your logo, business name, and contact details for a professional appearance.
• Include Payment Terms: Add payment due dates, refund policies, or legal disclaimers in the invoice footer.
• Track Payments: Use invoices to reconcile payments with orders, especially for manual payment methods.