--- title: How to create a new Customer Invoice (without an order number) description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-create-a-new-customer-invoice-without-an-order-number#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en) 3. [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#invoices-payment) # How to create a new Customer Invoice (without an order number)   1\. There are times when an invoice needs to be generated but a corresponding order does not exist, for example, an unscheduled order or a non-production order. Pallet Connect allows the user to create an invoice without an order. **TIP!** An invoice can also be generated from an order number by admin staff. See related article.   2\. Navigate to the main menu. Click "Customers" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-34-08-6827-PM.png)   3\. Click "New Invoice" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-34-13-7372-PM.png)   4\. Click on the selected company from the drop down list. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-34-20-7362-PM.png)   5\. Click "Next" **TIP!** The screen also shows recent history related to the chosen customer. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-34-23-2555-PM.png)   6\. Choose delivery or pick up and ensure that the address information is correct. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-34-28-3746-PM.png)   7\. The stock items shown on the list can be removed, if needed and the quantity and pricing changed. **TIP!** It is the customer's "linked stock items" that will be pre populated onto the list. See related article on how to link stock items to a customer. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-34-34-0388-PM.png)   8\. Click this field to add line comments, which are notes regarding the stock item. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-34-40-5403-PM.png)   9\. Click the "Type to search" field to add a stock item that is not on the list, if needed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-34-44-5437-PM.png)   10\. Click this field to add notes, if needed. These notes WILL appear on the invoice. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-34-50-4091-PM.png)   11\. Click here to add files or images, if needed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-34-54-4089-PM.png)   12\. Click here to add shipping manager or customer rep signature, if needed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-00-0554-PM.png)   13\. Click this field to add internal notes, if needed. These will NOT appear on the invoice. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-06-6511-PM.png)   14\. Click "Save Transaction". ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-09-4008-PM.png) 15\. A "New Sale Review" will be generated, which allows the user to check the information prior to completion. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-35-14-4604-PM.png)   16\. Click "Confirm" or "Confirm and Review" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-19-6684-PM.png)   17\. The Invoice is now generated. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-35-24-9300-PM.png)   18\. Click "Close" to complete. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-30-1188-PM.png)   19\. The invoice can now be found on the customer "Order History" page. **TIP!** The invoice can be automatically emailed to the customer, if the email settings are enabled. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-35-34-9527-PM.png) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users) - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees) - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items) - [How to Create Suppliers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-suppliers) - [Importing data](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#importing-data) - [Workstations](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#workstations) - [How to Set up Customers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-customers) - [Export and Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#main-content) - [Data Questions](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#data-questions) - [Export Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#export-data) - [Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#import-data) - [Reports](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#main-content) - [Stock](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#stock) - [Transactions](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#transactions) - [Logistics](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#logistics) - [Settings](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#main-content) - [Features](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#features) - [Printers](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#printers) - [Billing](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#billing) - [Multi-facility](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#multi-facility) - [Settings Questions](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#settings-questions) - [Privacy](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#privacy) - [Logistics](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#main-content) - [Transport Company Profile](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#transport-company-profile) - [Logistics Planners](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-planners) - [Logistics Processes](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-processes) - [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#main-content) - [Vendor Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-profile) - [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions) - [Supplier Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-pages) - [Supplier Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-profile) - [Supplier Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-transactions) - [Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-questions) - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#unprocessed-trailers) - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-pages) - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-portal) - [Productivity](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#main-content) - [Production](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production) - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#planners-and-resources) - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production-questions) - [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#main-content) - [Orders / Sales](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#orders-sales) - [Customer Profile](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-profile) - [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#invoices-payment) - [Customer Portal](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-portal) - [Customer Pages](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-pages) - [Quotes](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#quotes) - [Customer Questions](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-questions) - [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#main-content) - [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-profile) - [Affiliate Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-transactions) - [Affiliate Portal](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-portal) - [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-profile) - [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#broker-transactions) - [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-questions) - [Brokerage pages](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-pages) - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#main-content) - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employees) - [Employee Profile](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employee-profile) - [Stock and Services](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#main-content) - [Manage Stock Items](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#manage-stock-items) - [Stock Questions](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-questions) - [Stock Item Profile](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-item-profile) - [Stock/Services Reports](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-services-reports) - [Assets](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#assets) - [What's New](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#main-content) - [New Features](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#new-features) - [Users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#main-content) - [Adding users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#adding-users) - [Features](https://support.palletconnect.com/knowledge-base/users?hsLang=en#features) [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=350&height=35&name=logo1_on_transparent.png "logo1_on_transparent")](https://support.palletconnect.com/knowledge-base?hsLang=en) [mailto:support@palletconnect.com](mailto:support@palletconnect.com) Copyright © 2025, Pallet Connect