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Magento 2 Auto Invoice and Shipment v2.x Configuration

From Plumrocket Documentation

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Configuring Magento 2 Auto Invoice and Shipment Extension

In this section you will learn how to configure Auto Invoice and Shipment Extension for Magento 2.


Information Sign sm.png Step-by-Step action:
  1. Enable Extension: Select "Yes" to enable the extension or "No" to disable it.
  2. Option "Serial Key": enter unique serial key provided after the purchase for legitimate and proper functioning of your extension. Note: In most cases this field will be pre-filled with serial key automatically and the green check mark will be displayed. Otherwise please read article Serial Key Activation in order to find and paste your serial key manually.
  3. Option "Send Invoice Automatically": if the option is set to "Yes", invoice email will be sent automatically once the invoice is created.
  4. Option "Send Shipment Email Automatically": if it is set to "Yes", shipment email will be sent automatically once the shipment is created.
  5. Press the "Save Config" button" to save your settings.


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Managing Magento Auto Invoice Rules

In order to manage and configure Auto Invoice Rules, follow the instructions below.

Information Sign sm.png Step-by-Step action:
  1. This grid allows to manage and search for Auto Invoice Rules.
  2. Press the "Add New Rule" button to create your new rule.


3a magento 2 autoinvoice and shipment extension v2.x.jpg


Information Sign sm.png Step-by-Step action:
  1. Specify the Rule Name in this field.
  2. Option "Status": enable or disable this rule using this option.
  3. Option "Create Invoice": allows Admin to configure when an invoice should be created: "After order is created" or "After shipment is created".
  4. Option "Capture Amount": allows you to specify how you will capture payments from your customers. Magento has 3 capture methods. See full description below.
  • Capture Online - when the Invoice is submitted, the system will capture the payment through the third party payment gateway. You will have the ability to create a Credit Memo, or Void the Invoice;
  • Capture Offline -when the Invoice is submitted, the system will not capture the payment. It will be assumed that the payment is going to be captured directly through the gateway, and you will no longer have the option to capture this payment through Magento. You will have the ability to create a Credit Memo, but you will not have the option to Void the Invoice (even though the Order used an online payment, the Invoice is essentially an offline Invoice);
  • Not Capture - when the Invoice is submitted, the system will not capture the payment. However, it will be assumed that you will capture the payment through Magento at a later date. Therefore, there will be a Capture button in the completed Invoice. Before capturing, you will be able to cancel the Invoice, and after capturing, you will be able to Credit Memo and Void the Invoice. Note: Do not select Not Capture from the drop-down unless you are certain that you are going to capture the payment through Magento at a later date. You will not be able to create a Credit Memo until the payment has been captured using the Capture button.
  1. Option "Website": allows Admin to select the webiste where the rule will be applied on.
  2. Option "Customer Groups": select the customer groups the rule will be applied to.
  3. Option "Comment": allows you to add the comment which will be displayed in the Invoice History.
  4. Option "Append Comment To Invoice Email": enable or disable a comment notification displayed in the email.
  5. Add the special conditions for your rule, or leave it blank if you want the rule to be applied to all the orders.


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Managing Auto Shipment Rules

In order to manage and configure Auto Shipment Rules, follow this guide.

Information Sign sm.png Step-by-Step action:
  1. This grid allows to manage and search for Auto Shipment Rules.
  2. Press the "Add New Rule" button to create your new rule.


2 magento 2 autoinvoice and shipment extension v2.x.jpg


In order to create new Magento Shipment Rule, follow the guide above describing how to create a Auto Invoice Rule.

Invoice in the Order

The notification in the order can be viewed, if you go to Sales > Orders> Select the needed order > Navigate to the Invoice History section.

Information Sign sm.png Step-by-Step action:
  1. Once the invoice is created, admin will see the notification in the Invoice History.


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