Invoicing & Tax · Built into your store.
Turn orders into invoices, without retyping.
The products, customer details and totals are already on the order. Use them to prepare an invoice with your business information and numbering, then preview or download the document. Invoice work stays connected to the purchase in your store.
Order #1042 → Invoice INV-2026-1042
- House Blend
- 1 × $20
- Decaf
- 1 × $20
- Subtotal
- $40
- Illustrative tax · 8%
- $3.20
- Shipping
- $0
- Total
- $43.20
Let the order supply the details.
Generate the invoice from the purchase instead of entering its products and amounts again. Keep the customer, line items and totals together in a readable document, so your team can review what is being issued against the original order.
Order #1042
- Customer
- Sample Customer
- Address
- 12 Example Street
- Products
- House Blend + Decaf
- Total
- $43.20
FIELDWORK COFFEE
Illustrative business details
Invoice
INV-2026-1042
Bill to: Sample Customer
12 Example Street
Order #1042 · 12 October 2026 · USD
- House Blend · 1
- $20
- Decaf · 1
- $20
- Subtotal
- $40
- Illustrative tax · 8%
- $3.20
- Shipping
- $0
- Total
- $43.20
Keep the next document consistent.
Set the business details and invoice numbering used by your store. A consistent sequence gives each issued invoice a reference your team can find again when handling a customer question or passing documents to the people managing your accounts.
Invoice settings · Numbering
- Previous
- INV-2026-1041
- This invoice
- INV-2026-1042
- Next
- INV-2026-1043
Open the document when you need it.
Preview the invoice and access its PDF from the order workflow. Check the business and customer information before relying on the document, and download a copy when your team needs to share or retain it.
Order #1042 · Invoice
- Document
- INV-2026-1042
- Preview
- Review the issued invoice
- Download
- Invoice PDF
Choose tax handling for your setup.
Configure manual tax rates for the way your store sells, or use Stripe Tax with the required integration setup. Treat tax calculation as its own decision, so the invoice reflects the purchase while your settings match the business you operate.
Manual rates
Rates configured for the store
Review the rate and how prices include or exclude tax.
Stripe Tax integration
Calculation with Stripe Tax
Requires the relevant account and tax configuration.
Read Stripe Tax requirementsA few details before you begin.
Are invoices generated automatically?
Automatic generation is configurable, and you can also generate an invoice from an order. Review the setting alongside your order workflow and customer information requirements. Issuing an invoice is a separate action from simply downloading an order summary.
Read the invoice guideCan I control invoice numbering?
Yes. Configure the numbering format and business details in invoice settings. Use a format appropriate for your records and review it before issuing documents. The generated invoice carries its own reference, tied back to the order it came from.
Can I preview and download a PDF?
Yes. The order workflow provides invoice preview and PDF access. Check line items, customer details and totals in the preview. The example on this page uses a simplified 8% rate only to make the arithmetic easy to inspect.
What do I need to check about tax and refunds?
Manual rates and Stripe Tax are different setups; Stripe Tax has account and configuration prerequisites. Review the rates and registrations relevant to your business. Refund history records money returned, but do not assume it also issues a credit note or files tax documents for you.
Keep the invoice close to the order.
Walk through generation, numbering and the tax setup that fits your store.