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Orders, invoices, payments & returns

Run your commerce operations in LogAI: track and fulfil orders, sell at the counter with Point of Sale, build GST invoices that manage stock, collect payments with Razorpay links, process refunds and exchanges, and recover abandoned carts.

9 min read · Last updated 2026-07-13

Commerce → Accounts is your money screen, with four tabs: Orders (default), Invoices, Payments, and Returns — each with stat cards, search, filters, CSV export, and bulk actions. Commerce → Abandoned Carts rounds it out with recovery tools for your online store.

Create an invoice

1. Open the wizard. On the Invoices tab, click Create Invoice. A step-by-step builder opens with a live invoice preview. (First time? The wizard checks that your organization address and tax settings (HSN codes) are configured, and links you to Settings if not.)
2. Fill the details. Title, an editable Code (defaults to INV-…), the Customer, status, notes, and invoice date. If the customer is missing address fields, a warning lists exactly what's needed with an Edit Details shortcut — the invoice can't submit until the address is complete.
3. Add line items. Click Add Items, then per line: product (and variant for variable products), HSN code, quantity, rate, and discount. Totals, GST tax breakdowns, and the preview recalculate live. Quantities are stock-checked — “Only N available in stock.”
4. Save. Click Save All → Done. The invoice view opens with Download (A4 PDF), Print, and Make Payment actions plus a full activity log.

Invoices move stock: Every saved line immediately deducts its quantity from product/variant stock; deleting the invoice restores it. Once an invoice is marked Paid it becomes read-only — no edits, added items, deletion, or further payments.

Collect payments

Record payments on the Payments tab (Create Payment) or straight from an invoice (Make Payment, prefilled with the pending balance). Payments track customer, optional invoice link, total/paid amounts, type (Credit/Debit), and status (Not Paid/Paid) — and a payment can exist without an invoice for advances.

Razorpay payment links: With Razorpay configured and type Credit, toggle Share a payment link and click Create & generate link — you get a link with one-click WhatsApp and Email sharing, and the payment flips to Paid automatically when your customer completes it.

Track and fulfil orders

Orders arrive from your online storefront and from the built-in Point of Sale (Create Order): add products to the ticket, pick the customer and shipping address, choose Razorpay or Cash on Delivery, apply a coupon, and Create Order. Order numbers follow ORD-{year}-{org}-{sequence}.

Each order's sidebar shows the customer, line items with full GST breakdowns (IGST/CGST/SGST), coupon discounts, addresses, and payment details — plus printable receipts and shipping labels as PDFs.

Returns and exchanges

1. Create the return. From an eligible order (Processed through Delivered) click Create return / exchange, or use Returns → New Return. Choose Refund (money back) or Exchange (replace items — variable products can swap variants).
2. Pick the items. Set per-item quantities up to what's still returnable, add a reason, and decide whether to Restock items when they're received (on by default). The footer estimates the refund tax-inclusive.
3. Work the lifecycle. Returns move Requested → Approved → Received → Refunded (records a refund payment) or Exchanged (creates a replacement order automatically). Rejected and Cancelled are terminal.

Recover abandoned carts

Commerce → Abandoned Carts lists storefront carts that never checked out, classified by freshness — Hot (under 1 hour), Warm (under 24 hours), Cold (older). Open a cart to see the shopper, items, totals, and coupon history, then either send an existing coupon or click Create new coupon for this lead for a personal offer. The recovery email (“You left something behind! – {your store}”) lists their items and the code.

SMTP required for recovery emails: Recovery coupons send through your organization's own email (SMTP) settings — configure them first, and make sure the lead has an email address, or nothing goes out.

Access

The Accounts tabs and Abandoned Carts need the Commerce permission — Viewer to browse, Editor to create orders, invoices, payments, returns, and to send recovery coupons. Invoicing additionally requires your organization address and HSN tax settings to be configured.

Open the LogAI app — start free, no credit card required.