Order-to-Invoice Process Flow Template for Beginners: Map Orders, Shipping, and Billing by Example

This beginner template is for anyone drawing an order-to-invoice flow for the first time, with example entries already filled in. The left page holds a 5-step flow (order, stock check, shipping, invoice, payment), a swimlane for sales, warehouse, and accounting across those steps, and 3 exception frames for cancellations, returns, and late payments. The right page holds a handoff table for 5 document types, an omission-check frame, and 3 tips for adapting it to your work. The task board runs 5 columns from waiting for input to finalized, with 4 parent tasks - flow, lanes, exceptions and docs, and review - and 3 subtasks each (16 total), all not started. Don't start from a blank board - swap the example names for your own. Amounts are example figures in US dollars - replace them with your own. It suits people new to order processing and small teams sharing who issues which document.