Invoice to the customer by email
A button in the order emails the customer an invoice as a PDF file.
Screenshots are coming soon.
Companies and sole traders ask for an invoice, and the manager does the same thing every time: prints the form, saves it to a file, opens the mail, writes a letter. The add-on turns that into one button in the order.
What it does
- Adds an «Invoice by email» button to the order: the customer gets a letter with a ready invoice in PDF.
- Shows the button to companies and sole traders only — it stays out of the way for everyone else. You can show it to all customers if you want.
- Sends the form you picked: an invoice, an invoice with a QR code for a banking app, or your own one from the shop's printed forms.
- Lets you correct the address before sending and add a few words of your own — for example, how long the invoice is valid.
- Sends a copy of every invoice to your accountant if you give their address.
- Writes the letter in the language of the order and inserts the order number, the total, the customer name and the payment link.
- Can send the invoice on its own when the order moves into a status you choose.
- Writes every send into the order history: when, to whom and with which form.
- Does not create a second document when sent again: the invoice number and date are issued once.
What it needs to work
- Email sending set up in the shop.
- At least one enabled form in the Printed forms section — the invoice is there out of the box.
- Filled-in seller details, otherwise the invoice comes out empty.
You can see what can be inserted into a letter
Under the subject and the body of the letter there is now a list of variables: order number, total, customer name, payment link and the rest. Each has a plain name and, next to it, how it looks in the text; clicking inserts it into the field. They used to be something you had to remember and type by hand, and a mistake travelled to the customer right in the subject line.
Requires shop version 2.4.3, which also understands variables in both spellings, so texts you have already set up need no rewriting.
The invoice button on orders placed as a company
The «Invoice by email» button relied on its own idea of who counts as a company buyer and disagreed with the shop itself: an order was marked as a company order on its page, yet had no button. The add-on now asks the shop, so the answer is the same everywhere.
The button also stopped appearing where it is not needed: on orders of ordinary customers whose card simply has a company name filled in (after a move from another platform that is almost everyone). Orders placed as a company before the new version are still recognised, by the tax number in the order itself. Requires shop version 2.4.2.
A separate invoice for each warehouse
If your warehouses belong to different companies, one invoice will not do: the order has to be paid to different legal entities. The add-on settings now have a «A separate invoice for each warehouse» switch. Turn it on and an order picked from three warehouses reaches the customer as three files, one invoice from each company, with the warehouse in the file name so the customer does not mix them up. The form itself needs no changes: it already walks the list of warehouses, only now each file holds a single one. An order from one warehouse still goes out as one file.
This release also fixes what made the «Show the button for companies only» setting look broken: the button appeared on an ordinary customer's order as well, if the company name was filled in on their card. The add-on now asks the order itself who placed it.
The first version
The add-on sends the customer an invoice by email straight from the order. The order page gets an «Invoice by email» button: you click it and the customer receives a letter with a ready invoice in PDF.
You pick which form goes out in the settings — an invoice, an invoice with a QR code or your own one from the shop's printed forms. The button is shown to companies and sole traders only, but you can show it to every customer. The address is taken from the order, you can correct it when sending and add a copy for your accountant, and you write the text of the letter yourself. The invoice can also go out on its own when the order moves into a status you choose. Every send is written into the order history.