Invoice management in PrestaShop

Thanks to invoicing in the store, you will save time and reduce costs. Generate invoices for retail sales and orders in the online store. Be independent and conveniently generate all types of sales documents: proforma, VAT, correction, return and duplicate.

Start managing your business from one place - your online store!

All invoicing functions at your store

Invoice management is available directly in the module and in the section created by the module on the order page. On the order page, you can generate any type of invoice for an order with 1 click.

In the module management, you can filter and search the list of invoices without reloading the page. You can edit (correct) and delete invoices.

Your customers will get an additional Invoices tab in My Account. Customer will gain access to all invoices joined to his account - manually and automatically for orders placed in your store.

In the module you will find the tabs:

• Invoices configuration. Configurations for each type of invoice: numbering format, starting number, order status for generation and others.
• Invoice list. List of generated invoices for orders and invoices added manually. You can search and filter the list without reloading the page. Working with documents is fast and efficient.
• Global settings. Configure invoice issuer details (works with multistore), your logo, bank details. Enable the "Invoices" tab in my customer account and more.
• Manually generate invoices. Generate by "hand" invoice for the customer's account in store or any manually entity. With manual invoices, you can handle orders from other sales channels.

Safe and up to date

The module does not interfere with the customer, product and order data in your store. The module downloads all information from PrestaShop and stores it in its own database. The only interference with the order data in the store occurs when generating a Correction Invoice with a change of shipping method - the module also changes the shipment in the order.

Data of invoices and your clients are safe. The module do not sends and makes this data public (only for logged in customers). Thanks to the module, you are self-sufficient and you do not pay for invoicing to external companies.

The structure of invoices in the module as well as data on amounts, prices, items on invoices and recipients are accepted by accounting software and accounting offices and comply with all standards, e.g. spit payment.

We constantly develop and update the module, responding to your requests and non-standard needs.

Bill or Invoice in PrestaShop

If you enable the "Bill or invoice" option in the order process, a new field will appear for customer "Order's document". Information about the selected document will also appear in the order details in the administration panel.

• Bill - no documents will be generated for orders with this option.

• Invoice - for orders with this option, invoices will be generated according to how you configure the module.

Support for all types of invoices

You can generate all types of invoices. Automatic communication with the customer when generating and email sales documents will speed up your work and keep your documents in order. With our module, you will generate documents for retail sales and for orders in your PrestaShop store. The invoices generated by the module are up-to-date and in accordance with the law.

• VAT invoice. Sales invoice for products and services.
• Proforma invoice. VAT invoice for the purchase, instead of the invoice number the inscription "PROFORMA".
• Duplicate invoice. VAT invoice with the note "DUPLICATE" and the date of the duplicate. The remaining details on the duplicate invoice are unchanged.
• Invoice correction. Contains data BEFORE and AFTER changes. It allows you to change the issuer and recipient data, dates, and products and services.
• Return invoice. Correction invoice with the return of all products and services on the VAT invoice.

Configure invoice numbering

Set up your own numbering for each type of invoice. Use ready-made variables such as YEAR, MONTH, DAY and INVOICE NUMBER. You can create any format of invoices number, of any structure and length.

For example, the configuration {YYYY} / {MM} / FV {%%%%} will correspond to the invoice number 2018 / 02 / FV1234

You can set invoice numbering to reset at the beginning of each month or to continue numbering throughout the year.

Automate process and work comfortably

Select the order status for which you want to generate any type of invoice. The module will automatically generate invoices if an order appears in the store with the set status. For example, a PROFORMA invoice will be generated for the "Waiting for payment" status, and a VAT invoice for the "Payment accepted" status.

You can disable the automatic generation of invoices for orders and generate them only manually. Go to the order details and generate any type of invoice with one click.

You can generate invoices for orders made before installing this module.

International sales support

Invoices support all currencies available in your store. The invoices generated by the module are in the currency specified in the order and have a summary with currency conversion, e.g. EUR to PLN, including the exchange rate.

If you sell products with different VAT rates, information about them, along with a summary of all tax rates in the order, will be included on the invoice.

Invoices issued to entities from Poland are in Polish, and for entities from outside Poland in English.

Manual invoicing

The module will help you handle sales from other sales channels (telephone, e-mail, retail sales). When generating invoices manually, you can select the recipient and products from your store (autocomplete function) or put any data by filling in the fields yourself.

Multistore and multi-language support

You can generate your invoices independently for all stores in Multistore. You can set up an independent invoicing entity for each store in multistore function.

You can translate all phrases on generated invoices into the languages enabled in your store using translate function in PrestaShop. By default, the module is fully translated into English and Polish.

Email notifications

The module can send you notifications about generated invoices to e-mails specified in the module's configuration, e.g. to you or accounting. The module can also send a PDF invoice to the customer of the store, as soon as it is generated.

Disable access to invoices for customers

If you want to test the module's operation, but not share the generated documents with clients - disable the automatic sending of invoices by e-mail and disable access to the invoices tab in My Account area.

Custom invoice layout

The .tpl file, on which the PDF files are generated, is responsible for the invoice appearance. You can freely edit the appearance of documents generated by the module.

In the module configuration you could set invoice issuer's data and upload your logo.

PrestaShop - export of invoices to CSV and integration with accounting software

Thanks to the export of invoices, you will improve communication with accounting. Ask accounting about the possibility of delivering sales in the data exchange file. The module allows you to export invoice data to a CSV (Excel) file by type of invoice and date range. If the accounting office software supports the CSV format - just send the CSV file generated from the module to the accounting department at the end of the month.

Soon in the module:

• Invoice or Receipt – selection of the type of account during the execution of the order by the customer
• Export of invoices to CSV for the most popular accounting programmes