Sales invoicing directly in PrestaShop

Forget about ERP and subscription solutions

With this module you will generate all types of invoices for all orders in store directly in your PrestaShop. Start invoicing easy all sales. You could also generate invoices manually. You can also invoice incoming orders from outside, such as Amazon, eBay or ERP, etc.

Secure and precise invoicing

Save time and reduce costs with in-store invoicing. This module:

• Generates invoices to your customer's orders
• Generates a invoice-list as CSV (Excel) files to make ease export-import of all invoices
• Will free you from repetitive duties
• Fully compliant with accounting and tax laws
• No data transfer to external systems - everything is done in your PrestaShop store

Domestic sales

Invoice Profroma, e-bills, VAT invoices, duplicates and corrective 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.

Aboard sales

The module supports all necessary invoice elements related to foreign sales, including exchange rates, currency conversions, reverse charge and VAT 0%.

Returns and corrections

Invoice corrections and returns with 1-click. The module intelligently breaks down all types of promotions, discounts and deliveries you cover the products you sell, and compare the BEFORE and AFTER status on the correction and return invoice.

Many convenient functionalities

Split payment, GTU codes, No VAT, support for companies selling without VAT, export of invoices, integration with the most popular accounting software - transfer invoices from your store to your accounting software in a few clicks and much more...

Support all types of invoices in your store

It's up to you what types of invoices you use in your PrestaShop store. Set them in module configuration.

Every invoice type is translated in English. You could translate all invoice phrases in PrestaShop Translations settings.

• VAT invoice. Sales invoice for products and services for domestic companiesand abroad. It has a summary of all products, VAT rates present in the order and currency conversions if the order was made in a currency other than the default currency in your store.
  

• Non-VAT invoice (VAT-exempt, non-VAT entrepreneurs). 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.

• Duplicate Invoice. Invoice with the note "DUPLICATE" and with the date of the duplicate.

• E-BILLS (B2C Invoice). If your country allow companies to invoice B2C customers, then module got an invoice without tax number. This invoice is generated to the buyer's data. You coul generate an e-bill instead of a receipt - find out how.

• PROFORMA Invoice. Invoice without number - instead of the number it's named "PROFORMA". You will generate a proforma automatically, for example, to orders with the selected payment method "Bank Wire Transfer".

• CORRECTION Invoice. Contains data BEFORE and AFTER changes. Allows you to change the data of the invoice and customer, dates and products, services, discount and delivery methods. Handle discounts in an intelligent way. You can generate several correction invoice for one order.

• RETURN Invoice. Correction invoice with full return.

Invoicing international sales

Set the default currency of your store in the module. If a customer makes a purchase in a different currency, the generated invoice will contain a summary with the conversion of the purchase currency to the store's default currency, e.g. EUR -> PLN along with the exchange rate.

• The module is translated in languages: PL, EN, DE, FR, ES, IT
• Invoice templates (PDF) are translated in languages: EN and PL
• You could translate invoice directly in PrestaShop translation settings

E-BILLS support

If you enable the option "E-BILL or Invoice?", then in the order process the module will display a field with a choice for the customer "Which sales document do you choose? E-BILL or Invoice?" Information about the document selected by the customer will appear in the order details, in the back-office.

• E-Bill - for orders with this option, E-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.

Read more about 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, that is, how to switch 100% to invoices and E-BILLS in your online store.

Invoice management in the Back-Ofiice

• In the main configuration of the module you will customize the module's operation according to your company profile and invoices needs
• In the module you will find a list of all generated invoices with the possibility of immediate searching and filtering
• In the module you will find a quick wizard for manual invoice generation
• In order editing, the module adds an "Invoices" section with the most important invoice operations.

Invoices for your customers

The module adds a tab "My invoices" in My Account. There the customer will find a list of his orders with the possibility to download a PDF invoice.

You can also enable sending the PDF invoice to the customer's email.

Test before you enable sending invoices to customers

If you want to test the operation of the module, but not share the generated invoices with customers - disable sending invoices by email and access to the invoice tab in My Account in the module settings.

Automatic invoicing

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 Invoice or E-BILL
• "Return" -> Return Invoice.

You can automate other invoicing activities as well:

• Automatic sending of 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 to CSV (Excel)
• Generation of monthly statements.

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

Manual invoicing

The module will allow you to invoice sales from sales channels, such as telephone, email and sales in the stationary store. When generating invoices manually, you can select customers and products from your store (autocomplete) or provide any data by completing the fields yourself.

Thanks to the autocomplete function, issuing an invoice manually takes tens of seconds.

Edit data on invoices

If there are changes in the order, for example, in items, quantities or prices - you can generate a correction invoice. The correction invoice takes into account the changes <before> and <after>. The correction invoice can be generated manually or automatically, for example, according to the status of the order.

If you modify the data in the order regarding payment, products, delivery, discounts or payment, the module will issue an exact correction for the invoice. For orders with a full refund, you can generate a refund invoice.

You can edit manually generated invoices without any restrictions.

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:

• {YYYY}/{MM}/FV_{%%%%} will correspond to invoice number 2021/02/FV_0012 .

• Invoice number reset - at the beginning of the month or continue numbering throughout the year (reset with new year)

Professional functions for eCommerce

Support for discounts and deliveries on invoices and adjustments

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 included, even when you issue multiple adjustment invoices for an order.

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.

Issuing invoices at the turn of the month

Enable the function that aligns the order date with the payment date.

VAT for shipping / delivery

The module applies the VAT rate as assigned to the selected carrier when placing an order.

Multiple correction invoice

You can issue multiple adjustments for one order. Subsequent adjustments take into account the remaining items in the order and discounts after previous adjustments, so you will make returns without losing on discounts and deliveries.

Comment on the order

Enter manually or download a comment from the order

Tax, recipient and shipping addresses

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.

Split payment

If a customer pays an order in part, the invoice will show the partial payment, e.g. "Paid 150 PLN out of 300 PLN".

Reverse charge

Reverse charge - automatic note at 0% VAT invoice.

Email notifications

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 upload a logo, set invoice issuer 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 and generate statements

The module allows you to export sales statements and invoices. Indicate with filters which invoices you want to export and choose the format and press export.

Filtering

• Invoice type
• Currency
• Date from-to

Export:

• Excel list (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. The 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:

• Enova
• Optima
• Revizor / Rachmistrz
• Symfonia FK / 50c
• Symfonia KPiR
• WAPRO Fakir / Kaper
• Mała Księgowość Rzeczpospolitej
• Finka FK / KPR
• Buchalter
• Ramses
• RAKS.SQL
• 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.

Multistore support for this module is an additional fee.

Validation of the correctness of the VAT / 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.