When to send invoices

Every email sent by Sufio includes a link to an online version of the invoice and an attached invoice as a PDF document. The online version allows the customer to pay the invoice online if it has not been paid already.

Automatic sending

To enable automatic sending of invoices:  

  1. Go to the page AccountEmails in your Sufio account. 
  2. Select the Automatically send invoices checkbox and choose when invoices ought to be sent:

Send invoices when orders are created

Invoices are sent when new orders are created in your store. This is a default setting.

Send invoices when orders are paid

Invoices are sent when orders are paid, either during the checkout or when they are manually marked as paid in your Shopify store admin.

Send invoices when orders are fulfilled

Invoices are sent when orders are fulfilled (shipped).

Send invoices when orders are not paid

Invoices are sent only 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 (such as Bank Deposit).

Send invoices when orders are wholesale

Invoices are sent only for orders placed by wholesale customers. By default, wholesale customers are those who are tagged as wholesale in your store. 

Send invoices when orders are custom

Invoices are sent only for certain orders. By customizing your cart page, you can set custom terms to invoice sending.

Manual sending

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 modify this message before sending the email.