# Generate an Invoice

Canonical: https://selio.io/en/support-center/generate-an-invoice
Language: en
Category: Invoices
Reviewed by: Selio Support Team
Last updated: 2026-05-13
Summary: Learn how to generate an invoice in Selio and make sure the billing details and invoice amount are correct before creating the document.
Topics: #billing, #finance, #documents

## 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
1. Open the order or transaction that requires an invoice.
2. Start the invoice generation action.
3. Review or enter the billing details needed for the document.
4. Confirm the invoice amount matches the source order or transaction.
5. Generate the invoice.
6. Open the created invoice and review its number, status, total, and source reference.
7. 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.

## Related context

- [Understand How Invoices Work](https://selio.io/en/support-center/understand-how-invoices-work)
- [Review Invoice Details](https://selio.io/en/support-center/review-invoice-details)
- [Customers](https://selio.io/en/support-center/customers)
- [Transactions Overview](https://selio.io/en/support-center/transactions-overview)
- [Generate Invoice](https://selio.io/en/support-center/generate-invoice)