New Experience: How to create an Invoice

Creating and managing your Invoices is really simple.

Including an Invoice inside the package is mandatory when dealing with international shipments and for custom clearance.

Let's see how it works!

 

Summary:

 

1. How to create an invoice

2. How to download my invoices

3. How to customize my invoices

4. How to edit an Invoice

5. FAQ

 

1. How create an invoice

 

You can generate Invoices from Label Creator > Orders , both in the Ready To Ship and Shipped tab. This means that you can create this document before or after shipping your orders.

Note: if you create your invoice before shipping your orders, certain data as Tracking Number, won't be included inside the Excel that you can create from Label Creator > Invoice Manager.
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You can either select and create your document for one order or multiple orders at one time.

Select the order on the Ready To Ship or the Shipped tab and click on Create Invoice:

 

The window that pops up is the same in both tabs and automatically filled with Order Data. However, you'll be able to edit your Invoice Details

 

 

As well as the Invoice preferences:

 

Click on the order number to review the order details

 

If an information is missing you will see a red alert:

 

The description and the items are taken from the order, but you can edit them or add new products by clicking on the +.

 

 

 

Please note that we do not import fiscal information of your customers, for this reason you need to add the VAT number or Other fiscal ID manually.

 

Now click on Create invoice to open the document in a new tab. You can either print it or download it directly!

 

 

📌 At the moment it is not possible to upload the Shippypro invoice on a manual shipment. 

2. How to download my invoices

 

All the Invoices you created will be saved into Label Creator > Invoice Manager.

• You can Download them by clicking under PDF

• You can send them via email to your customers

• You can also delete them

To download multiple invoices in PDF, select the orders and then click on Create Invoices in PDF:

 

You can also download multiple invoices filtered by a time interval. Please note that you can set up to 3 months:

 

3. How to customize my invoices

 

With ShippyPro, you can customize the layout of the Invoices you send to your customers.

To do that, go on My Profile > Invoice Info.

 

You can change your Invoice Logo by clicking on Browse.

Note: you can upload only jpg and png file, max dimension 250 x 250 px.

 

 

You can also edit other general options:

On the right side of the page, you can add some additional information for your customers inside the Invoice Footer.

 

You can also change your Invoice Number. This number is sequential, so if you add 6, the number of the next invoice will be 7.

 

 

4. How to edit an Invoice

 

If you'd like to edit an Invoice, you should overwrite data changing the fields you'd like to edit.
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Here's how to do it step by step:

1. Open the Invoice you'd like to delete and write down its Invoice Number:

 

2. Delete the Invoice you'd like to edit from Label Creator > Invoice Manager.

 

3. Search and Select the order from Label Creator > Shipping Labels and click on Actions > Create Invoice or Order Summary.

 

4. In the window that pops up, the field Progressive is sequential. Please enter the number before the one of the invoice you deleted. For example, if you'd like to edit the Invoice number 7, put 6 and you'll create a new Invoice n. 7.

 

 

5. FAQ

 

Why am I receiving the error "Invalid input: please, check your data" when trying to generate my invoice?

Make sure to delete the character "<" in your items' description.

To avoid any future issues, you should remove any special characters directly from your marketplace, it will not be accepted by the system due to security reasons.

 

How can I send the invoices to my customers?

Automatically

With ShippyPro you can automatically send Invoices to your customers as soon as you create them.

You can set this option from My Profile > Invoice Infos > Options.

 

Manually

Alternatively, you can send invoices manually from Label Creator > Invoice Management.

• To send invoices per mail for a single order, click on Send email on the right side of the page:

 

• To send multiple invoices per mail, select all the orders you'd like to include and then click on Send Invoices by email.

• In the window that pops up, you can edit the subject and content of the email and also send the email with a different address (the default is no-reply@shippypro.com). Tick the box at the bottom of the page if you'd like to be in copy.