Invoicing in PrestaShop
With this module you will generate all kinds of invoices directly in your PrestaShop store. Invoice online sales and create invoices manually. You can also invoice incoming orders, such as from Allegro or Amazon.
Our goal: secure and simple invoicing directly in your PrestaShop store
Module-generated invoices and CSV, PDF and Excel statements will satisfy domestic and international B2C and B2B customers and your accountant. You can export precise sales data at any time and use it for self analytics and data comparison.
What makes invoicing directly in the store different?
In-store invoicing will save you time and reduce costs. Automatic generation and transmission of documents to customers and your accounting department will free you from repetitive tasks and keep your sales data in order. You will be the master of your data - without transferring and processing in external tools.
Issue proformas, e-paragraphs, VAT invoices, duplicates and corrections and returns according to accounting standards. The module supports all sales scenarios, including different VAT rates, multiple returns, GTU codes, Split Payment and other enhancements.
The module supports all necessary invoice elements related to foreign sales, including exchange rates, currency conversions, reverse charge, VAT 0%.
Returns and corrections
Issue corrections and returns with one click. The module intelligently breaks down all types of promotions, discounts and deliveries you cover the products you sell, and takes into account the BEFORE and AFTER status on the correction and return.
All necessary functionalities
Split payment, VAT OSS, support for non-taxpayers and other accounting formats used by small, medium and large companies. The module provides bulk export of invoices and integrates with the most popular accounting programs - you will transfer invoices from your store to your accounting program in a few clicks of a button.
Support for all types of invoices
It's up to you what types of invoices you use in your PrestaShop store.
- VAT invoice. Sales invoice for products and services for companies from Poland and abroad. It has a summary of all VAT rates present in the order and currency conversions if the order was made in a currency other than the default currency.
- Non-VAT invoice. If you sell goods or services without VAT, the module will allow you to disable VAT handling on invoices. All types of invoices will be issued with amounts to be paid, that is, without division into net / vat / gross.
- Proforma invoice. Invoice without number - instead of the number it says "PROFORMA". Proforma you will issue automatically, for example, to orders with the selected payment method "Bank Transfer".
- Correction Invoice. Contains data BEFORE and AFTER changes. Allows you to change the data of the issuer and customer, dates and products, services and supplies. Takes into account discounts in an intelligent way. You can issue several adjustments for one order.
- Return Invoice . Correction invoice with full return.
- Duplicate Invoice. Invoice with the note "DUPLICATE" and with the date of the duplicate.
Invoicing in the admin panel
- Configuration wizard, allowing you to customize the module to fit your company profile.
- List of generated invoices with searchable and filterable without reloading the page
- Manual invoice generation form
- In the order editing "Invoices" section with the most important operations related to invoices for the customer.
Invoices for customers
"My Invoices" tab in My Customer Account.
If you want to test the operation of the module, but do not share generated invoices with customers - disable emailing invoices and access to the invoice tab in My Account.
You can associate any type of invoice with order statuses. The module will automatically generate invoices if the order in the store gets the associated status with the invoice, such as:
- "Waiting for payment" -> Proforma invoice.
- "Payment accepted" -> VAT or Named invoice
- "Return" -> Return Invoice.
You can automate other invoicing activities as well:
- Automatically send PDF invoices to the customer's email
- Additional emails to which invoices will be sent (e.g. to accounting)
- Mass export of invoices to PDF and CSV
- Generation of monthly statements.
You can generate invoices for orders made before installing this module.
Custom invoice numbering
The module will allow you to continue your existing numbering. Set your own numbering for each type of invoice. Take advantage of the interactive variables: YEAR, MONTH, DAY and INVOICE NUMBER. You can also use characters, letters and numbers, such as:
Edit the data on the invoice generated for orders
If there are changes in the order, such as in items, quantities or amounts - you can generate a correction invoice. The correction invoice takes into account the changes <before and after> and can be generated automatically or manually to the changed order status.
Edit data on a manually generated invoice
You can edit manually generated invoices at any time and without restrictions.
PrestaShop Bill or Invoice
If you enable the option "Bill or Invoice", then in the order process the module will display a field with a choice for the customer "Document for order: Bill / Invoice". Information about the document selected by the customer will appear in the order details, in the back-office.
- Bill- for orders with this option, Bill can be generated or document generation can be disabled.
- Invoice - for orders with this option, invoices will be generated according to the module configuration.
Familiarize yourself with E-Bills
In this blog post we explain under what circumstances you can take advantage of the exemption from the obligation to record turnover with a fiscal cash register, i.e. how to switch 100% to invoices and Bills in your online store.
Handling international sales
Set the default currency of your store in the module. If a customer makes a purchase in another currency, the generated invoice will include a summary with the conversion of the purchase currency to the store's default currency, e.g. EUR -> PLN, along with the exchange rate.
For foreign sales, invoices are generated in English.
Manual invoice generation
The module will help you handle sales from sales channels such as phone, email and stationary sales. When issuing invoices manually, you can select recipients and products from your store(autocomplete) or provide any data by completing the fields yourself.
Smart handling of discounts and deliveries on the invoice
PrestaShop assigns discounts for the entire order. Our module makes sure that adjustments do not generate losses to your disadvantage. Invoice discounts are broken down by rate and item so that the discount in the return will be fairly taken into account, even when you issue multiple adjustment invoices for the order.
Mark products with GTU codes
If you sell products that require GTU marking, with the module you will be able to mark products with codes individually or in bulk, for example, by category. GTU codes will be used for export to accounting programs. You can also enable GTU display on invoices.
Mark invoices with procedures
After generating invoices, if your industry requires it, you will be able to mark invoices with procedures. The procedures will be exported for accounting programs.
Limit amount for Split Payment
Enable this option to have the module add Split Payment information on the invoice. You can set the amount for SP in the module.
VAT OSS support
Secure invoicing at the turn of the month
Enable the function that aligns the order date with the payment date.
VAT rate for shipping / deliveries
The module applies the VAT rate as assigned to the selected carrier when placing an order.
Support for multiple adjustments
You can issue multiple adjustments for one order. Subsequent adjustments take into account the remaining items and discounts in the order after previous adjustments, so you will make returns without losing on discounts and deliveries.
Support for non-taxpayers
If you are doing business as a non-vat holder, the module will allow you to correctly generate invoices for orders and manual invoices without VAT rates.
Enter manually or download a comment from the order
Tax, recipient and shipping address
You can display any of these three addresses on the invoice
Automatic fix for skipping pennies
PrestaShop has had a skipping penny problem generated by rounding issues for years. Our module solves this problem.
If the customer pays the order in part, the invoice will show the partial payment information, e.g. "150 PLN of 300 PLN was paid."
Reverse charge - automatic note when 0% VAT invoice.
The module can send you notifications about generated invoices along with PDF to emails specified in the module configuration, e.g. to you or accounting. The module can also send a PDF invoice to your store customer as soon as it is generated.
Sales statistics on Dashboard
After installing this module, you can disable the default PrestaShop invoices. The module integrates fully with all PrestaShop sales statistics modules that use data on invoices to generate statistics. With our module, charts and summaries on the dashboard and back-office are accurate to the penny:-)
Data security and accuracy
The module does not interfere with the data of customers, products and orders in your store. Invoices are issued based on PrestaShop configuration and data in orders.
The content of invoices generated by the module, including conversion of prices, taxes, currencies, GTU codes and dates is accepted by accounting programs (list of programs at the end of the description) and accounting offices.
The module eliminates problems that have plagued the PrestaShop system for years
- No problems with counting the value of discounts
- No problems with counting net/gross amounts
- No problems with skipping pennies
Customize the look
In the module's configuration you will upload a logo, set the invoice issuer's data and enable the fields you want to use
A .tpl file is responsible for the appearance of the invoice, based on which PDF files are generated. You can freely edit the appearance of documents issued by the module.
Export invoices to CSV and PDF
The module allows you to export sales statement and invoices. Indicate with filters which invoices you want to export and choose the format and press export.
- Invoice type
- Date from-to
- Excel statement (CSV)
- Invoices in PDF format (ZIP package with invoices)
Integration with accounting software
If your accounting office software supports CSV format - just upload CSV file generated by our module. CSV file generated by the module is also compatible with accounting converters, such as KT-Konwerter, which allow you to convert CSV to a format compatible with accounting programs:
- Revizor / Rachmistrz
- Symfonia FK / 50c
- Symfonia KPiR
- WAPRO Fakir / Kaper
- Mała Księgowość Rzeczpospolitej
- Finka FK / KPR
- DGCS System
- Streamsoft Prestiż
- Super Ledger
- Conversion to JPK_FA
Support for Multistore and multiple languages
You can configure invoices for each store in Multistore.
Invoices are fully translated into English and Polish. You can add additional languages in the standard PrestaShop translation function.
Validation of the correctness of the tax / VAT number
Orders, especially foreign orders, with incorrectly completed Tax ID / VAT / Company Number can generate a loss through incorrectly calculated tax to the order. You can eliminate this problem by validating the tax number provided by the customer. To automate the tax number validation process, check out the Tax Number Validator module.
Coming soon in the module
If you did not find a feature - check changelog and demo store. Contact us if you want to expand the module with new functionalities.