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How to Generate Invoices

Bianca Utihata avatar
Written by Bianca Utihata
Updated this week

⚠️ Please Note

  • You cannot generate an invoice for a Timed auction unless some items have been sold and reconciled.

  • An auction can be reconciled at any point, as long as at least one item has ended. You do not need to wait for the entire auction to end.

⚠️ For Xero Users

  • Please note that Xero invoices are automatically generated once the auction is reconciled.

Follow these steps:

  1. Log in to the admin

  2. Go to Auctions & Items > View Auctions

  3. Locate your auction in the list

    • If it doesn’t appear, click the yellow Modify Filter button to adjust your search settings

  4. On the relevant reconciled auction, click on the Three-dotted button > Invoices

  5. Click on Generate Invoices on the right hand-side

  6. A pop-up will appear for you to confirm/change details, such as:

    • Invoice date;

    • Bank details;

    • Sales tax;

    • Any additional notes.

  7. When ready, click on Generate Invoices at the bottom of the pop-up


What You’ll See

Once invoices are generated, you’ll see a list with the following details:

  • Invoice Reference Number

  • Company / Debtor Name

  • Items

  • Collected

  • Total

  • Paid Total

  • Outstanding Balance

  • Invoice Sent

  • Invoice Viewed

  • Invoices Paid

  • Invoice Status

  • Collection Note Sent

  • Available actions for each invoice

⚠️ Please Note

If your system is configured to generate separate invoices per vendor, users may receive multiple invoices for the same auction if their winning items belong to different vendors.

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