GrowFlow has many features that go above and beyond what is required for state traceability requirements. While traceability may be required, running an efficient and profitable business is just as important. One of these business additions is the ability to invoice your clients and track your sales within your account.
In this article, we will go over how to create an invoice, how to edit prices, and how to send that invoice out for payment.
Note: California licensees are required to send an invoice in addition to a manifest. Please see your regulations for more information.
An invoice will be automatically created every time you create a new order.
1. Within an order, click on the Invoice tab
2. GrowFlow includes the following details on Invoices
A. Order Number and Invoice Number
B. From and To licenses with addresses, license numbers, and contact information
C. Order Date and Delivery Date
D. Each product on the order by line item with product, unit, and pricing details
E. Breakdown of Invoice totals:
Savings - Optional
Delivery - Click here to learn more about Delivery Fees
Credit - Click here to learn more about applying credits
Tax - Optional
F. Signature lines for licensee representatives
G. Payment Method and Payment Terms
H. Option to enter any comments for the client
The prices on your Invoice are automatically calculated based on the assigned prices set on products via Admin > Products.
See our how-to guide on the Product Creator for more details
If a price is not set or needs to be updated, in the order creation window, you can edit the price per item by clicking on the blue colored price button. This will update the price per item on the particular invoice, not the overall price.
Once the order is created, prices are editable from the Invoice tab at any time.
As seen above, you can also adjust the Total Invoice amount by applying Savings, Delivery Fees, Credits, and/or adding Taxes.
Print or Email Invoice
Once you are satisfied with the total on your invoice, you can print or email the Invoice to your clients by clicking the Print/Share button within the order.