Who is this article for?
Owners, managers, accountants, cashiers, and authorized team members responsible for invoice creation.
Reviewed by: Selio Support Team
Last updated: May 13, 2026
Summary
Generate an invoice in Selio only after the source order, billing recipient, totals, and document details are ready to be checked.
Before you begin
- Identify the source order or transaction that the invoice should reference.
- Confirm the billing recipient and address are complete before you create the document.
- For company invoices, check the tax identity fields and validation result where your checkout flow uses them.
- Review discounts, tax handling, split payments, refunds, and the final amount before confirming.
- Make sure the signed-in account is allowed to generate and download invoice documents.
Steps
- Open the order or transaction that requires an invoice.
- Start the invoice generation action.
- Review or enter the billing details needed for the document.
- Confirm the invoice amount matches the source order or transaction.
- Generate the invoice.
- Open the created invoice and review its number, status, total, and source reference.
- Use the invoice download link or PDF only after the document details are correct.
Troubleshooting
- Invoice action is missing: Confirm that the source order is ready for invoicing and that your role includes invoice actions.
- Billing details are incomplete: Stop and complete the required information before generating the invoice.
- Company validation blocks the invoice: Recheck the tax ID, company status, billing country, and VAT validation outcome before trying again.
- The amount looks wrong: Recheck discounts, tax handling, refunds, and split payments before confirming the invoice.
- The wrong source was used: Compare the invoice with the source order or transaction and escalate before issuing another document.
