With Sufio, you can create invoices either automatically or manually.
You can let Sufio create invoices from the orders in your Shopify store or create them separately.
Automatically created invoices
The Sufio app syncs with data in your Shopify store and automatically creates invoices based on orders made in your store.
By default, Sufio generates invoices for all orders placed in your Shopify store. However, you can choose from various options as to which orders you want to create invoices automatically. If you'd like to change this setting, please contact our support. We’d be happy to assist.
Create invoices for all orders
Invoices are created for all new orders in your store. This is the default setting.
Create invoices for paid orders
Invoices are only created for paid orders. An order can be paid during the checkout, or it can be manually marked as paid in your Shopify admin.
Create invoices for fulfilled orders
Invoices are only created for fulfilled (shipped) orders. An order can be manually marked as fulfilled in your Shopify admin.
Create invoices for unpaid orders
Invoices are only created for orders that have not been paid during the checkout. This option can be used when your store allows customers to select a custom offline payment method (e.g., Bank Transfer).
Create invoices for wholesale orders
Invoices are created for orders placed by wholesale customers. By default, wholesale customers are those who are tagged as “wholesale” in your Shopify store.
Create invoices for custom orders
Invoices are created only for specific orders. By customizing your cart page, you can set custom creating of invoices in this article.
Do not create invoices
Use this option if you prefer to create invoices manually. Your Sufio account will still sync all the details about customers and products so you do not need to fill in these details while creating an invoice manually.
By default, Sufio creates invoices for all orders. If you wish to change this setting, please contact our support. We'll be happy to assist.
You can edit an automatically created invoice in your Sufio account, but please note that editing an invoice in Sufio will not modify the respective order in Shopify.
Manually created invoices
You can also choose to create invoices manually in your Sufio account. You can do so easily by clicking on the New Invoice button.
Manual invoices are separate from your Shopify orders. Creating such an invoice does not automatically create an order in your Shopify store.
Since your Sufio account is synced with data in your Shopify store, creating an invoice is quite easy. You can fill it out with the help of pre-selected options listed in dropdown menus in each invoice field.
Manually created invoices can be numbered separately from invoices created from Shopify orders, or they can follow the same numbering sequence.