Invoices - issue an invoice using the store.

Enable invoicing in your SOTESHOP online store for your customers. The module supports both proforma invoices and VAT. You can manage invoices from the order itself and attach the invoice to the order status.

Table of Contents

In the admin panel, go to ApplicationsInvoices Invoices Module Icon

Invoice Configuration

Invoices Module Configuration
  1. Check The store issues VAT invoices,
  2. Check The store issues proforma invoices,
  3. Check Invoices are issued in the currency chosen by the store customer,
  4. Check Show product code on invoice,
  5. Enter Invoice header,
  6. Enter Place of issue (city),
  7. Enter Date field description,
  8. Enter Seller data:
    • Company name,
    • First and last name,
    • Address,
    • Address line 2,
    • Province,
    • Postal code,
    • City,
    • Country,
    • VAT / EU VAT,
  9. Set VAT invoice numbering,
  10. Set Proforma invoice numbering,
  11. Choose Maximum payment waiting time,
  12. Enter Additional description
  13. Enter Signature of the person authorized to issue VAT invoices,
  14. Press the Save button.
Checkbox to select when placing an order

Issuing Invoices

Issuing a Proforma Invoice

Select Proforma Invoices

List of Proforma Invoices
  1. Edit the invoice, Preview of Proforma Invoice
  2. Press the Issue Invoice button.

Downloading a Proforma Invoice

Select Proforma Invoices

  1. Edit the invoice,
  2. Press the Download button.

Editing a Proforma Invoice

Select Proforma Invoices

  1. Edit the invoice,
  2. Press the Edit Mode button, Editing a Proforma Invoice
  3. Check / enter the data,
  4. Press the Add Item button, to add a new product,
  5. Select Payment Type,
  6. Select Maximum Payment Waiting Time,
  7. Press the Save button.

Issuing a VAT invoice

Select Invoices to be issued

List of invoices to be issued
  1. Edit the invoice, VAT invoice preview
  2. Press the Issue invoice button.

Retrieving a VAT invoice

Select Invoices to be issued

  1. Edit the invoice,
  2. Press the Download button.

Editing a VAT invoice

Select Invoices to be issued

  1. Edit the invoice,
  2. Press the Edit mode button, VAT invoice editing
  3. Check / enter the data,
  4. Press the Add item button, to add a new product,
  5. Select Payment type,
  6. Select Maximum waiting time for payment,
  7. Press the Save button.

Invoice register

Select Issued Invoices

List of issued invoices

Managing invoices from the order level

Order list
  1. Edit the order, Order edit
  2. Show | Download | Update Proforma invoice
  3. Click Issue to issue a VAT invoice.
  4. After issuing the invoice:

    Show | Download | Update Invoice

    Show, download and update invoice buttons

See the Orders documentation.

Adding invoices to the order status

In the admin panel go to ApplicationsOrders

Select Statuses

List of order statuses
  1. Edit the order status, Order status edit
  2. Check Attach a proforma invoice link,

    A link to the proforma invoice will be attached to the email notification.

  3. Check Attach an invoice link,

    A link to the invoice will be attached to the email notification.

  4. Press the Save button.
Email with information about the status change and links to download invoices

See the Order Statuses documentation.

Downloading the proforma invoice after placing an order

  1. Place the order, Link to download the proforma invoice in the order confirmation
  2. Press the Proforma PDF button.

Downloading a VAT invoice from a customer account

Customer panel order list
  1. Log in to the store,
  2. Press the Orders tab,
  3. Edit the order, Editing an order in the customer panel
  4. Download the invoice.

Related documentation

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