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New Experience: How to create an Invoice
New Experience: How to create an Invoice
Updated over a week ago

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! ๐Ÿ”Ž

1. How to do it

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.

๐Ÿ’ก 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

๐Ÿ“Œ 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 +.

๐Ÿ“Œ Please note that we do not import fiscal information of your customers, for this reason you need to add the VAT number manually.

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

๐Ÿ“Œ Kindly note that VAT is applied by default in case of European countries, but it is NOT applied for non-EU countries.

๐Ÿ”‘ Upgrade to an Annual Plan to remove the ShippyPro logo from your invoices!

2. Where can I find 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

Read this article and learn how Invoice Manager works:

3. How to customize your 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.

๐Ÿ“Œ 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 an step-by-step article to learn how to edit your invoices:

๐Ÿ“Œ Invoice numeration is progressive and does not reset with the start of the new year.

FAQ

๐Ÿ“Œ 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.
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What's Next? ๐Ÿ”Ž

Tags: DDT, BDA

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