Create invoices from orders in your Shopify store

• Automatic creation of invoices
  • Select which orders to create invoices from
  • Select when invoices are created
• Manual creation of invoices
  • Turn off automatic creation of invoices
  • Manually create an invoice from an order
  • Manually create a standalone invoice

By default, Sufio automatically creates invoices for all orders when the orders are created in your store.

You can change this in the settings to determine exactly which orders to create invoices for, as well as when the invoices should be automatically created.

To set up automatic creation of invoices:

1. In your Sufio account, go to the Settings → Documents page.
2. Scroll down to the Automatic document creation → Invoices and credit notes section.
3. Using the Automatically create invoices for… dropdown, select the order type from which invoices will be created.
4. Now, using the Create invoices when orders are… dropdown, select when the invoices will be created.
5. Click on the Update settings button at the top of the page to apply the changes.

The Automatically create invoices from… dropdown will let you create invoices from all orders or limit the creation to specific types of orders. You can select from the options below:

All orders

Invoices will be created from all orders in your store. This is the default setting.

B2B orders

Invoices will only be created from B2B orders in your store.

B2B orders are:

• Orders by customers linked to a B2B company,
• orders by customers tagged as b2b in your store, or
• orders by customers with a VAT number.

Wholesale orders

Invoices will only be created from orders placed by wholesale customers.

These are customers who are tagged as wholesale in your store.

Non-recurring orders

Invoices will be created from all orders except those marked as subscription recurring orders in your store.

The Create invoices when orders are… dropdown lets you use the status of an order to determine when an invoice is created. You can choose one of the options below.

Created

An invoice will be created once the order is created in your online store. This is the default setting.

Paid

An invoice will be created only when the order is marked as paid.

An order can be paid during the checkout, or it can be manually marked as paid in your store admin.

Not paid

An invoice will only be created when the order is created but has not been paid during the checkout.

This option can be used when your store allows customers to select a manual payment method (e.g., bank transfer).

Fulfilled

An invoice will be created once the order is marked as fulfilled (shipped).

An order can be manually marked as fulfilled in your store admin.

An invoice is only created when the order is completely fulfilled. Partial fulfillments do not trigger the creation of invoices.

Custom

Custom workflows allow you to create invocies when specific orders are created, such as orders from a certain group of customers, sales channels, or based on certain order properties.

Please note that this feature is available only for users on the Premium and higher plans.

Contact our support team to set up a custom workflow that suits your needs.

If you want to create invoices from orders manually, we recommend you turn automatic creation of invoices off first. This way, you prevent any invoices from being created without your consent:

1. In your Sufio account, go to the Settings → Documents page.
2. In the Invoices and credit notes section, turn the toggle next to Automatically create invoices from… off.
3. Click on the Update settings button at the top of the page to apply the changes.

You can select individual orders from which Sufio will create an invoice.

1. In your Shopify admin, go to the Orders page.
2. Open the order from which you want to create an invoice.
3. From the More actions dropdown, click the View invoice button.
4. Your Sufio account will open with a confirmation dialog. Here, click the Create button.

Sufio has created an invoice from an order. You can download the invoice as a PDF or send it to your customer.

You can create standalone invoices manually without an existing store order.

Given that your Sufio account can be synced with the data in your online store, creating standalone invoices is a simple process. The customer and product fields will show synced options in the dropdowns, meaning you don't have to type things out each time.

Manually created invoices can be numbered separately from invoices created from store orders, or they can follow the same numbering sequence.

Manual invoices, however, are separate from your store orders. Creating such an invoice does not automatically create an order in your Shopify admin.

To create an invoice manually:

1. In the Sufio account, go to the Documents → Invoices page.
2. Click the New invoice button.
3. Fill out the desired fields and click the Save button to apply the changes.

You have now created a standalone invoice. You can now view the invoice, send it, and download it.