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How can I convert an order to an invoice?

  • 9 April 2021
  • 2 replies
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Is there a way to convert an order to an invoice? I have to take manual payments from my clients as my local payment methods are not supported by Shootproof. I use Studio Ninja as my CRM, which syncs invoices but not orders. I really need a quick way to convert an order to an invoice so I am not duplicating work when sending invoices to clients for payment.

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Best answer by Megan 9 April 2021, 14:23

Hi @Leigh Benson Photography! I think what I’m understanding is that you’re asking is there a “Convert to invoice” button for orders. There is not, but it does sound like it would be helpful in this instance.  There isn’t a native “conversion” process, you would have to manually create the invoices from the orders.

However, brainstorming a bit here, you could type up your invoice and say “for Order #xxxxx” and save the order from ShootProof as a PDF and attach it to the invoice if Studio Ninja allows you to attach. I know Quickbooks allows attachments to invoices, but I haven’t used Studio Ninja’s invoices. 

If you’d like, you can head over to Share Your Ideas and create an idea for a “Create Invoice from Order” Idea and then other ShootProof photographers will be able to up vote it!

 

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Hi @Leigh Benson Photography! I think what I’m understanding is that you’re asking is there a “Convert to invoice” button for orders. There is not, but it does sound like it would be helpful in this instance.  There isn’t a native “conversion” process, you would have to manually create the invoices from the orders.

However, brainstorming a bit here, you could type up your invoice and say “for Order #xxxxx” and save the order from ShootProof as a PDF and attach it to the invoice if Studio Ninja allows you to attach. I know Quickbooks allows attachments to invoices, but I haven’t used Studio Ninja’s invoices. 

If you’d like, you can head over to Share Your Ideas and create an idea for a “Create Invoice from Order” Idea and then other ShootProof photographers will be able to up vote it!

 

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Thanks Megan, yup I am trying to save having a manually create an invoice from an order (in whatever system). I will definitely add it into the ideas! :)

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