Magento 2 Order Management Extensions

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User Guide

1. Overview

Auto Invoice for Magento 2 extension allows automatic generation of invoices and shipments after customers’ orders are completed. Admin can save time and effort with the smart mechanism of auto-generation instead of manually creating invoice and shipment document in the backend. Moreover, the invoice and shipment confirmation emails are also automatically sent to customers.

2. How Does It Work?

Go to Admin Panel ⇒ Store ⇒ Settings ⇒ Configuration ⇒ BSS COMMERCE ⇒ Auto Invoice.

In Enabled, choose Yes to enable the extension or No to disable it.

enable Magento 2 Auto Invoice extension

2.1 Select payment method

In Select Payment Methods, select one, multiple or all payment methods to apply auto invoice/shipment generation.

select payment methods to auto generate Magento invoice

When a customer has successfully placed an order, this order has the order state as “new”.

Based on the “new” order state and the selected payment method, Magento 2 Auto Invoice extension will automatically export the order invoice.

This means some online payment methods such as PayPal, Credit Card…which create order state as “processing” and “pending payment” won’t work for this logic of Auto Invoice for Magento 2 extension.

2.2 Enable automatic invoice/shipment generation

enale the auto generation of Magento 2 invoice and/or shipment

In Enable automatic invoice generation, choose Yes to enable the function then invoices will be generated automatically after orders are completed.

In Enable automatic shipment generation, choose Yes to enable the function then shipment will be generated automatically after orders are completed.

Remember that only when automatic invoice generation is enabled, can you enable automatic shipment generation.

2.3 Invoice/Shipment confirmation email

If you enable both the automatic invoice and shipment generations, your customers will receive 3 emails after ordering completely: Order confirmation, Invoice confirmation, and Shipment confirmation.

Magento 2 auto invoice emails

Check email samples as follow:

Invoice confirmation email

Magento 2 invoice confirmation email

Shipment confirmation email

Magento 2 shipment confirmation email

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