FEATURE · CUSTOMER & ORDER LIFECYCLE

Generate invoices from orders, send by email, track payment — all in one place.

Nexlymate converts a confirmed sales order into a professional invoice in one click, carrying over all the customer and order details without re-entry. Send by email, track payment status, and follow up on overdue invoices without leaving the dashboard.

Nexlymate invoice generation showing order-to-invoice conversion

Invoices generated from orders — not typed from scratch

Every detail that goes into an invoice — customer name, address, items, quantities, pricing, tax, and payment terms — is already in the order record. Nexlymate converts that order into a properly formatted invoice with one click, carrying all the data over automatically. You do not type the same information twice.

What you can do

  • Convert any confirmed sales order to an invoice in one click
  • Review and edit the invoice before sending — add tax lines, adjust payment terms, or add notes
  • Send the invoice directly to the customer's email from within Nexlymate
  • Download the invoice as a PDF to share via WhatsApp or attach to a bank transfer request
  • Track invoice payment status — Unpaid, Partially Paid, or Paid — in the dashboard
  • Mark invoices as paid when payment is received and the order cycle is complete
  • View all outstanding invoices in one place to identify what is still owed and follow up efficiently

Professional invoice format

Nexlymate invoices include your business name and logo, the customer's details, a line-by-line breakdown of items and pricing, tax amounts, and a total. The format is clean and professional — appropriate for B2B customers, wholesale buyers, and corporate accounts that require formal documentation for their accounts payable processes.

Payment tracking

Once an invoice is sent, it appears in your invoicing dashboard with its current status. When the customer pays — via bank transfer, online payment, or in person — you mark the invoice as paid. Partially paid invoices (for staged payment arrangements) can also be tracked. You always know which invoices are outstanding and for how long.

Why this replaces a separate invoicing tool

Many sellers use their order management system for orders and a separate tool (or even a Word template) for invoices. Nexlymate's invoicing is built into the order lifecycle, so there is no data to synchronise between systems, no risk of mismatches between what was ordered and what was invoiced, and no additional subscription for a standalone invoicing tool.

Ready to send your first invoice?

Start your free trial and generate invoices directly from your orders.

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