Bill a customer for what you shipped — name who you're billing, add a line for every product, attach the paperwork, and let Bettr total it.
Real help from real food people
Chef Diego runs a real food plant. If this page didn't get you there, tell us — a person reads every message.
The pallet of teriyaki sauce that left your dock this morning is on its way to Whole Foods, and now you owe them a bill. You build that bill by hand in Invoices: name the customer, add a line for every product that shipped, and Bettr adds it up. Nothing turns an order into an invoice for you — you enter each one — so this is the screen you come to whenever a shipment needs billing. Line+
Start a new invoice
From Invoices, select New. The invoice is locked to the company you're signed into — switch companies in the top navigation if you need to bill from a different plant.
Pick the customer
Under Basic information, search the Customer field for who you're billing. Only contacts you've marked as customers show up here, so add them in Contacts first if the name is missing.
Set the reference, currency, and status
Enter your own Reference code — the invoice or PO number you and the customer will quote — and it's required. Pick the Currency you're billing in (USD, EUR, GBP, or BRL) and a Status: leave it Draft while you build, or set Sent, Paid, or Overdue to match where it stands. Under Dates, the Order date and Requested date default to today; add a Delivery date if you have one.
Add a line item for each product
A is how each product gets billed. Under Add line item, search the Product field, then set the Quantity, Unit price, and Tax %. The unit price fills in from the product's price so you only change it when this customer pays something different. Select Add line item to drop it onto the invoice, and repeat for every product that shipped.
Add shipping, notes, and any PDFs
In Summary, enter a Shipping cost if you're passing one on, and use Notes for anything the customer should see. Under Attachments, select Add PDF to clip up to five supporting documents — a signed delivery ticket, the customer's purchase order — of up to 10 MB each.
Create the invoice
Select Create invoice. The button stays off until you've named a customer and added at least one line item, so if it won't press, check those two. Bettr saves the invoice and opens it.
The total builds itself
You never type a total. Bettr adds up every line item into the Subtotal, applies each line's tax rate to reach Tax, adds your Shipping, and lands on the Total the customer owes — recalculating as you add lines.
The invoice opens on its own page, headed by its number and a status badge, with its Contact information, Invoice details, a Financial summary, and the Line items you added. Any PDFs you attached sit under Attachments, each with a View link. This is the record you'll come back to when the customer asks about the bill.
Open any invoice and select Edit to change it. Saving replaces the invoice's line items, dates, and details with what's on the form, so re-add every line you still want — editing doesn't merge, it overwrites.
Deleting is narrower on purpose. Only a Draft invoice can be deleted: open it, select Edit, and use Delete invoice in the Danger zone, or Delete from the invoice itself. To remove one that's already Sent, Paid, or Overdue, change its status back to Draft first.
A deleted invoice is hidden, not erased
Deleting hides the invoice from every list, but the record is kept for audit and its number and reference code stay reserved — so the trail stays complete and no number is reused.
There's no button that turns a sales order into a Bettr invoice — every invoice on this screen is one you entered by hand. The one thing a shipped sales order gives you is a download: if you run your accounting on Odoo, you can pull the invoice Odoo raised for that order as a PDF. That document lives in Odoo, not in your Invoices list, so it's a copy of Odoo's invoice rather than a Bettr record you edit here.