Sometimes a shipment is fulfilled and delivered, but no invoice appears for it. Here's how to create the missing invoice, and why it may not have happened automatically.
Creating the invoice
Do this from the order, not the Shipments list.
- Go to Sales → Order list and open the order.
- Stay on the Overview tab. On the right, find the Fulfilment card and the Shipments / Invoices section.
- Click + Invoice. (You need invoice edit rights to see this button.)
- Since the order has a completed shipment that hasn't been invoiced, a pop-up appears asking if you're trying to create an invoice for a completed shipment. It lists the completed shipment(s) with date and totals.
- Find the shipment row and click Convert completed shipment to invoice.
TRAEDE creates the invoice in Open (draft) status, using exactly the quantities that were actually packed and shipped, and opens it. Review it, then click Book invoice to finalize — the same booking step as any other invoice.
Tip: If you want a fresh invoice that isn't tied to that shipment instead, click Create another invoice in the same pop-up.
Retrying failed conversions in bulk
If TRAEDE already tried to auto-create the invoice and it failed, you'll see an alert on Fulfilment → Dashboard (and under Alerts): "There is X shipments that could not convert to invoice."
- Tick the shipments you want to retry.
- Click Attempt converting to invoice.
Note: This only appears for automatic attempts that already failed. It's not a general tool for invoicing any delivered shipment — use the order page steps above for that.
Why wasn't the invoice created automatically?
Auto-invoicing when a shipment completes is a brand setting that's off by default, set separately for B2B and B2C. The usual reasons no invoice appeared:
- Auto-create invoices is switched off for this order type (the default).
- The shipment isn't fully completed yet — for example, it's on hold, waiting for pickup, or waiting for freight/tracking. It can't be invoiced until it's completed.
- An invoice already exists for that shipment (TRAEDE won't create a duplicate).
- The automatic attempt failed— you'll see the "could not convert to invoice" alert described above.
Even when auto-create is switched on, whether the invoice is booked automatically or left as Open depends on separate B2B/B2C settings. Converting a shipment manually, as described above, always gives you an Open invoice that you book yourself.