Invoice is so essential that it cannot be forgotten after an order is submitted. Store owners always have to make sure invoices are sent to customers on time to keep track of their purchases and confirm their order information. This makes Magento 2 auto invoice hotter than ever.
Typically, an invoice is usually created after the store owner receives payment.
If customers use a payment method that has been integrated into Magento 2 system, the status of the order will be Processing, and an invoice will be created automatically.
If customers use a payment method such as Check/Money order, the order status is Pending, and the invoice has not been created. In this case, the admin must create invoices manually in Magento 2 system.
Let us walk you through how to create an invoice in Magento 2 manually, which would give you the second thought of using a Magento 2 auto invoice extension!
What is an invoice? Why do you need it?
Instead of jumping in the how-to guide right away, early birds should all know about the definition and purpose of invoices. If you have comprehended this, feel free to glide down a little further for more interesting information.
Invoice in Magento 2 is a …
A Magento invoice is a record of the record of payment for an order. For a single order, you may produce many invoices, each of which can include as many or as few of the purchased goods as you desire. You may also create print-ready PDF invoices for your clients to use as sales paperwork.
From business perspective, the invoice is a document that establishes a sales contract between a company and a customer.
Invoices help small companies get paid on time for the services they offer by providing clients with a document that details the amount owing, payment conditions, the invoice due date, and an itemized summary of the products/ services given.
Professional invoices assist online merchants in receiving payment for their products/ services more quickly.
Why do you need invoices to …
- Ensure that your clients paid you. Invoices act as legally binding agreements between a company and its customers, as they reflect services done and money owing.
- Track sales and financial management of firms.
- Help you build accurate company projections by providing crucial information about how your sales vary over time.
- Figure out how long it takes you to get paid by your clients on average, which can help you manage your cash flow.
In Magento 2, due to a large number of orders, store owners need a tool that auto-creates Magento 2 auto invoice to lessen the burden of their works.
The difference between Invoice and Purchase Order
How to manually create an invoice in Magento 2
To make Magento create an invoice, you need to follow these steps:
Step 1: Go to Sale –> Orders
Here, you can see a list of orders that have been made through your site. Select an order and click to “View“ in the column Action:
Step 2: In the order view, click the Invoice button at the right top corner to Magento create an invoice for this order.
You will see the detailed information of the order: Order & Account Information, Address Information, Payment & Shipping Method, Items to Invoice, and Order Total.
Step 3: After checking the information, click the Submit Invoice button at the bottom right corner of the invoice.
The order is now considered as ‘paid’ and ready to ship. Then click Ship link at the top of the order view to generate shipment.
When is Magento 2 auto invoice needed?
Firstly, you can see that the process of creating an invoice in Magento 2 is quite simple; however, when there are a large number of orders to handle, it is time-consuming to create manually. Moreover, it is easy to make mistakes when creating manually, which can lead to the wrong impression from customers and a harmful impact on your business.
So, a Magento 2 auto invoice is a powerful tool to avoid this risk and helps the admin get quick order processing.
Secondly, as mentioned above, invoices are created only when the payment is completed. With some payment methods, payment cannot be automatically updated in the system, so invoices are not automatically created as well.
Nevertheless, if store owners know that these orders will be paid, they may want to create a Magento invoice and send it to customers in advance.
The sooner invoice is sent to customers, the more trust the store owner can gain.
In this case, it is necessary to have an extension that allows creating a Magento 2 auto invoice and sending emails to customers with a certain number of payment methods.
How to create Magento 2 auto invoice?
Unfortunately, Magento 2 default doesn’t allow you to create an invoice automatically. Instead, you can install an extension to help you deal with this problem.
LET’S TRY Auto Invoice for Magento 2 Extension by BSSCommerce as a prime example.
With this extension, you can optimize the order processing with Magento 2 auto invoice and auto shipment generations as well as auto emails sent to customers. You can use it freely to select which payment methods you want to apply this auto-generation.
Give a moment to explore Magento 2 Auto Invoice Extension and experience rapid order processing!
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