How Invoices Work in the OroCommerce Storefront

6 Nov 2026 · @Sharmistha

Overview

GitHub repository: softsolutions4u/orocommerce-invoice

With the OroCommerce Invoice extension installed, B2B customers can see, download and pay their invoices themselves under My Account → Invoices in the storefront. This cuts down “please resend the invoice” emails and lets customers settle balances online or by bank transfer.

From the storefront, a signed-in customer user can:

see every posted invoice for their company, grouped into pending, paid and cancelled;
filter, sort and search the invoice list;
open an invoice to see line items, addresses, totals and payments;
download the invoice as a PDF;
pay the full balance or part of it online;
pay by bank transfer using a unique payment reference.

This article explains each step from the customer’s point of view and what the store team needs to set up first. For installation, see How to Install the OroCommerce Invoice Extension.

Before customers can see invoices

Customers only see an invoice once three things are true: invoices are enabled, their role can view invoices, and the invoice has been posted.

1. Enable invoices

In the back-office, open System → Configuration, then Commerce → Orders → Invoice Management in the settings tree. Tick Enable Invoices (clear Use Default first if it is ticked) and click Save settings.

2. Choose payment methods

On the same screen, select in Payment Methods the methods customers can use to pay invoices online. Hold Ctrl (Cmd on Mac) to select more than one. This store offers PayPal Express Sandbox and Invoice.

This screen also has these options:

Automatically Create Invoices For Payment Term Orders creates the invoice as soon as such an order is placed.
Enable Custom Payment Form Message and Custom Payment Form Message Text let you show your own text on the Pay Invoice page.

3. Grant customers access

Go to Customers → Customer User Roles, open the role (here Administrator) and click Edit. On the Entity tab, scroll to the Invoice block, tick View Invoices and click Save. Even a storefront Administrator role needs this permission.

Without it, the Invoices link is missing from the customer's My Account menu:

With View Invoices ticked, Invoices appears between Order History and Quotes:

4. Add seller and bank details

Back on the Invoice Management screen, fill in Company Name, VAT Number and Company Logo (upload an image). These appear on the invoice PDF and in the invoice email.

Further down, set the bank accounts for bank-transfer payments:

Show Payment Instructions On Invoice PDF adds the Payment instructions box to the PDF.
Enable US Bank Account – account holder, bank name, routing number (ABA), account number, SWIFT/BIC and payment instructions; used for USD invoices.
Enable German Bank Account – account holder, bank name, IBAN, BIC and payment instructions; used for EUR invoices.

5. Create and send the invoice

1. Open the order under Sales → Orders and choose More actions → Create Invoice. Before that, the order’s Invoices section says There are no invoices.

2. A green message confirms Invoice INV-2026-11-00001 was created successfully. The invoice is listed on the order’s Invoices tab as Draft. Click View Invoice in the message to open it.

3. Review the draft. At this stage the buttons are Cancel Invoice, Edit, Delete, Send to Customer and Preview.

4. A draft is not visible to the customer. Their Invoice History lists 10 invoices, and INV-2026-11-00001 is not one of them.

5. Click Send to Customer. The message reads Invoice posted and sent to customer, and the status changes to Posted. The buttons change to Cancel Invoice, Download PDF and Send Reminder.

6. The invoice now appears at the top of the customer’s Invoice History (11 invoices) with View and Pay Now.

7. The customer also gets the email Your invoice INV-2026-11-00001 is ready. It shows the balance, due date, addresses and totals.

Step by step: from order to invoice

This walkthrough follows one real order through the demo store Titan Industrial Supply: customer Michael Carter of AZ Manufacturing buys one bearing for $104.60 and pays on invoice with 7-day terms.

On the storefront: the customer places the order

Sign in. The customer logs in to the storefront with their email and password.

2. Add products. They add products to a shopping list and click Checkout.

3. Choose to pay on invoice. At the Payment step, they choose the invoice option. In this store it is OroCommerce’s Payment Term method, labelled Invoice with Terms: 7 Days. They click Continue and place the order.

4. Order confirmed. The confirmation page shows the order number (114 here). Nothing has been paid yet.

In the back-office: the store team issues the invoice

5. Create, check and send the invoice. The administrator opens the order, chooses More actions → Create Invoice, checks the draft and clicks Send to Customer, as shown step by step in 5. Create and send the invoice above. Clicking Preview first shows the PDF exactly as the customer will receive it.

The PDF shows the seller’s logo, VAT number, invoice and due dates, bill-to and ship-to addresses, line items and totals.

From here on, everything happens in the customer’s account, as described below.

The invoice list

The customer opens My Account → Invoices to reach the Invoice History page, which lists all non-draft invoices for their company, newest first.

The page is split into three sections, outstanding first, like Order History:

Pending Invoices – invoices that still have a balance to pay;
Paid Invoices – fully settled invoices;
Cancelled Invoices – invoices the seller cancelled.

Each row shows the invoice number, invoice date, total amount, payment status (for example Pending payment or Paid partially), who it is assigned to, the bill-to and ship-to addresses, and the invoice status (Posted, Overdue and so on). Each row has a View action, and unpaid invoices also have Pay Now.

Tool	Options
Filters	Invoice number, invoice date, invoice status (open, posted, overdue, partially paid, paid, cancelled), payment status (pending, partially paid, full)
Sorting	Invoice number, invoice date, total amount, payment status
Page size	10, 25, 50 or 100 rows
Manage Grid	Show or hide columns; Reset restores the defaults

If the customer has no invoices yet, the page shows You do not have any invoices yet.

The invoice detail page

Clicking View opens the invoice, titled Invoice #<number>, with everything the customer needs to check and pay it.

Invoice details – invoice number, issue date, due date, currency, order number, payment method, payment status and customer user.
Addresses – ship-to and bill-to address.
Summary – subtotal, discount, shipping, total tax, grand total, amount paid and the Balance still due.
Invoice line items – product and SKU, quantity, unit price, tax, subtotal and total, with View Product to open the product page. Long invoices are paginated and searchable by product name or SKU.

The status badge (Posted here) sits next to the invoice number. At the top right, Download saves the invoice PDF and Pay Now opens the payment page. The back arrow, or Invoices in the breadcrumb, returns to the list. The PDF carries the seller’s logo, VAT number and the bank-transfer payment instructions.

Customers can only open invoices that belong to their own company; any other invoice URL is refused.

Paying an invoice

Customers can pay any open, posted, overdue or partially paid invoice, either online for the full or a partial amount, or by bank transfer.

Pay online

Click Pay Now on the invoice row or the detail page. The Pay Invoice page opens.
Amount To Pay is filled in with the full balance ($104.60 here). Keep it, or type a smaller amount for a partial payment. The amount must be above zero and cannot exceed the balance.
Under Payment Method, choose one of the methods the store allows for invoices. In this store that is PayPal, which also takes Mastercard, Visa, Discover and American Express.
Check the summary under the button: Payment amount, Already paid, Pending invoice amount (payments still awaiting confirmation) and Total invoice amount.
Click Pay Now and finish the payment on the provider’s page (PayPal redirects to its own website).

Afterwards the customer returns to the invoice with one of these messages:

Result	Message shown	What happens to the invoice
Online payment succeeded	Your payment has been made successfully	Balance drops at once; status becomes Partially Paid or Paid.
Offline method (Payment Term, Money Order)	Your payment has been received and is awaiting confirmation	Balance stays the same until the seller confirms the money arrived.
Payment failed	Your payment was unsuccessful, please try again	Nothing changes; the customer can retry.

Pay by bank transfer

The invoice PDF ends with a Payment instructions box showing the amount due and two ways to pay:

Pay by bank transfer – the seller’s account holder, bank, routing number (ABA), account number and SWIFT/BIC, plus the invoice’s unique reference, for example BT-0000043-66. The customer quotes this reference with the transfer so the seller can match the payment to the invoice. USD invoices show the US account; EUR invoices show the SEPA account.
Pay online – a Pay this invoice online button and link that take the customer straight to the Pay Invoice page after they sign in.

A bank transfer is recorded by the store team once the money arrives; the balance updates then.

Partial payments

A customer can pay an invoice in several instalments. After each payment the balance goes down and the invoice shows Partially Paid until the balance reaches zero, when it becomes Paid. A partially paid invoice stays Partially Paid even after its due date.

Invoice statuses

An invoice moves Draft → Posted → Open → Partially Paid or Overdue → Paid, and can be Cancelled. Customers never see Draft.

Status	What it means for the customer	Can pay?	List section
Posted	Invoice has been issued and emailed	Yes	Pending Invoices
Open	Invoice is due and unpaid	Yes	Pending Invoices
Overdue	Due date has passed with nothing paid	Yes	Pending Invoices
Partially Paid	Some of the balance has been paid	Yes, the rest	Pending Invoices
Paid	Balance is zero	No	Paid Invoices
Cancelled	Seller cancelled the invoice	No	Cancelled Invoices

The separate Payment Status column shows Pending payment (nothing paid), Paid partially or paid in full. Posted and open invoices turn Overdue automatically after the due date.

Emails the customer receives

The extension sends four emails, in English or German, which the store can edit under System → Emails → Templates (search softsolutions4u_invoice).

Email	Sent when
New invoice	The seller posts the invoice
Payment reminder	The seller clicks Send Payment Reminder on an unpaid invoice
Payment confirmation	The seller sends a confirmation after a payment
Invoice cancelled	The seller cancels the invoice

Frequently Asked Questions

1. I can't see Invoices in My Account?

Your customer user role needs the View Invoices permission. Ask the store administrator to enable it.

2. The seller says an invoice was created, but I can't find it?

It is probably still a draft. Drafts appear only after the seller posts them.

3. I paid, but the balance hasn't changed?

If you paid with Payment Term or Money Order, the payment is awaiting confirmation. The balance updates once the seller confirms the money arrived.

4. I see "This invoice is not currently available for payment?"

The invoice is already paid or cancelled, so there is nothing left to pay.

5. Can I pay more than the balance?

No. The amount cannot exceed the outstanding balance.

6. Can I pay several invoices in different currencies at once?

No. Payments in multiple currencies are not supported; pay each currency separately.

7. There are no bank details on my invoice?

The seller has not set up a bank account for that currency yet. Contact the seller.

Sources

GitHub repository: softsolutions4u/orocommerce-invoice

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