Configure invoicing preferences - Sweeply Hjælpecenter

Set the company default to the outcome you use for most completed orders. Override it on a customer or one order only when necessary.

Available outcomes

Preference	Completion result
Send unpaid invoice	Create, issue, and request provider delivery of an unpaid invoice.
Send invoice as paid (cash)	Create and issue the invoice, then register a cash payment. Cash mappings must be ready.
Draft only	Create a draft invoice without issuing or sending it.
No invoice	Skip invoice creation.

Sweeply resolves the outcome at completion in this order:

The resolved value is stored on the completed order. Later changes to defaults do not rewrite that order.

Open Customer billing

Go to Settings > Customer billing.

Choose Default invoicing preference

Select the result that should apply to ordinary customers and orders.

Save the setting

Review customer records that already have an override; they continue to use their own value.

Send invoice as paid (cash) requires cash-payment configuration in the connected provider. It does not mean a Stripe card payment was collected.

Last modified on August 27, 2026