Create Auto Invoice in Magento 2 for Quick Order Processing copy

[Updates] Create Magento 2 Auto Invoice For Quick Order Processing

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? 

Instead of jumping into 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

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 work.

The difference between Invoice and Purchase Order

Invoice Purchase Order
  • A document sent by a company to its customers in order to receive payment for services delivered.
  • After an order is done, store owners often prepare invoices to offer a record of the work and seek payment.
  • A document that a buyer uses to request products or services from a company. 
  • Purchase orders are issued prior to the issuance of an invoice and describe the terms of a future transaction.

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 toView in the column Action:

magento create invoice

Step 2:  In the order view, click the Invoice button at the right top corner to Magento create an invoice for this order.

magento create invoice-generate invoice

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.

magento create invoice-submit 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.

How to create Magento 2 auto invoice?

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.

AUTO INVOICE IN MAGENTO 2

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 to this auto-generation. 

Magento Auto Invoice for Magento 2 Extension

WHAT ARE THE BENEFITS OF USING THE MAGENTO 2 AUTO INVOICES SOLUTION? 

AUTOMATICALLY CREATE INVOICES

The first advantage of using this Magento 2 Invoices extension is solving the problem store owners encountered above – completely automating the invoice creation process. If the conditions configured in the backend are all met, the module will generate the invoice immediately after an order is created.

AUTO-CREATE INVOICES

COMPLETELY CONTROL MAGENTO 2 INVOICES IN THE EASIEST WAY

Secondly, having your Magento store automatically ship orders can be a huge help and make your workflow run more smoothly. It generates invoices, completes orders, and changes order statuses automatically, saving time that would otherwise be spent manually processing.

Moreover, this extension also provides a neat and straightforward configuration that allows web admins to select actions for the automatic massive invoice process comfortably.

Thus, no more errors, no more tedious tasks, and no more customer complaints! The manual-generate-invoices nightmare is blowing away!

REDUCE THE COMPLEXITY OF PAYMENT METHODS IN MAGENTO 2 INVOICES 

Another benefit of this Magento 2 invoices extension is that it allows store administrators to automatically create invoices and shipments based on all available payment methods. You will find it much easier to complete invoices in one step, depending on different payment methods.

REDUCE-THE-COMPLEXITY

TIMELY INFORM BUYERS WITH EMAIL NOTIFICATIONS

Lastly, when customers place orders and make payments on an e-Commerce website, they definitely want to ensure that their payment is recognized and their orders are fulfilled. They unquestionably look forward to receiving your invoices via email.

This Automatically Magento 2 Invoices extension completes customer orders and changes statuses and automatically sends invoice emails to the customers. Thereby, it increases the customers’ trust in their Ecommerce services.

WELL-COMPATIBLE WITH MAGENTO 2

Magento is a large open-source eCommerce web application that can carry out almost any function that can be performed on an eCommerce website. Magento 2 Auto Invoices is built using a structure similar to Magento’s core system and the coding standards that Magento supports. As a result, it works seamlessly with any Magento platform and is compatible with other extensions.

compatible-with-M2

Give a moment to explore  Magento 2 Auto Invoice Extension and experience rapid order processing!

CONCLUSIONS

Magento 2 Invoice is a crucial factor that expresses the business’s profession. We have instructed you to create invoice for customers with details in this blog. If you’re searching for the easiest way to get you through this time-consuming task, we highly recommend you use the auto invoices extension for your store!

Hope this helps you work best!

Give a moment to explore  Magento 2 Auto Invoice Extension and experience rapid order processing!

BSS Commerce is one of the leading Multi-platform eCommerce solutions and web development services providers in the world. With experienced and certified developers, we commit to bringing high-quality products and services to optimize your business effectively. 

CONTACT NOW to let us know your problems. We are willing to support you every time.

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  • Jonathan Luis

    I am building my website and having a hard time processing order because I have to manual generate invoice and shipment after each customer order has completed. This cause to slow down order process and reduce customer satisfaction. But luckily I try installing this extension and every step of order processing is automatically done. My work is lower by half and there are no complaints from customer. Thank you very much.