Who is this article for?
Owners, managers, accountants, cashiers, and authorized team members responsible for billing and invoice review.
Reviewed by: Selio Support Team
Last updated: May 13, 2026
Summary
Get a quick overview of Invoices in Selio, so your team understands where invoices are created, reviewed, and checked during daily operations.
Before you begin
- Open the workspace that contains the completed orders or transactions you need to invoice
- Confirm your account has access to invoice-related actions
- Use a business that already has completed orders or transactions ready for invoice review, if available
- Make sure the team understands the difference between payment completion and invoice generation
Steps
- Open the invoices area or invoice-related workflow in Selio.
- Review where invoices can be generated from orders or transactions.
- Identify where invoice records can be opened and reviewed.
- Review where billing details appear in the invoice flow.
- Check how your team moves from an order or transaction into invoice creation.
- Review where invoice details can be verified after generation.
- Make sure the team knows which invoice actions belong to live checkout and which belong to later review.
Troubleshooting
- The team expects every order to become an invoice automatically: Clarify when an invoice should actually be generated in your business flow.
- Staff confuses invoice generation with receipt or payment completion: Separate billing document flow from checkout flow.
- Invoice actions feel hard to find: Walk through the exact order-to-invoice path before live use.
- Managers review invoice questions from memory instead of opening the document: Use the invoice record as the source of truth.
