Every email sent by Sufio includes a link to an online version of an invoice and an attached invoice file in PDF format. The online version of an invoice allows the customer to pay it with their credit card if it has not been paid during the checkout.
By default, automatic sending of invoices is disabled in your Sufio account.
To enable automatic sending of invoices:
- Go to the page Account → Emails in your Sufio account.
- Check the Automatically send invoices checkbox and select in the dropdown when you want your invoices to be sent:
Send invoices when orders are created
Invoices are sent after a new order is created in your BigCommerce store.
Send invoices when orders are paid
Invoices are sent after an order is paid, either during the checkout or when it is manually marked as paid in your BigCommerce store admin.
Send invoices when orders are fulfilled
Invoices are sent after an order is fulfilled (shipped), that is when an order is marked as “fulfilled” in your BigCommerce admin.
Send invoices when orders are not paid
Invoices are sent only for orders that have not been paid during the checkout. This option is suitable for stores that allow customers to select a custom offline payment method, such as net-30 terms, bank deposit, or cash on delivery.
Send invoices when orders are wholesale
Invoices are sent only for orders that are placed by wholesale (B2B) customers, that is, those who are members of a customer group “wholesale” in your store.
You can also choose to only send invoices to your customers manually.
To send an invoice manually, open the invoice and click the Send Invoice button. A window with your email message will pop up so you can edit it before sending the email.