Invoice

From Online Business Wiki

Invoice is the system email that is sent to the customer automatically upon the online shop purchase. The invoice email can include any information you place into it and it can contain system tags that will render things such as product name, shipping and billing addresses, customer's details and so on. See customizing invoice heading below for more information.

Contents 1 Customizing invoice 2 Printing an invoice 3 Emailing invoice 4 Displaying registration form's custom fields in the invoice 5 Invoice Number 6 Manual Invoicing 7 Adjusting the invoice layout 8 Modifying Invoice Email to pass values to your online payment form

Customizing invoice

You can completely customize the appearance of your Invoice layout. Here are the steps you need to take:

• Log in into the admin of your site
• Select Admin -> More Customization Options -> System Emails
• Click on Invoice
• Use the Tag Insert dropdown menu on the editor's toolbar to insert the tags into the layout. For the complete list of tags, please click HERE

Printing an invoice

Invoices can be printed in a printer friendly format quite easily. All you have to do is go to the order you wish to print the invoice for by going to the contact and clicking on "Customer Orders". Then click onto an order you wish to print the invoice for from the list orders and then click on the print button inside the order details, which can be found on the bottom of the screen.

The print button will open the invoice in the new window where you can simply click on File in the top menu and click Print.

Emailing invoice

Invoice is automatically emailed to the customer when they make a purchase on an online shop. However, you can choose to email the invoice at any time by going to the order and clicking onto a Email Invoice button.

You can also email the invoice to yourself by clicking on Email Me button. In that case the invoice will be emailed to the email address you have used to log in.

Displaying registration form's custom fields in the invoice

On the invoice/quote system email you can use {tag_customform} to display all the custom fields attached to a particular order. It's not possible to customize this any further but you'll be able to display all the fields so your customers can see them.

Invoice Number

The invoice number is generated once the successful payment response is received by the system from the payment gateway.

The invoice number sequence starts at 1000 and can not be changed at this stage.

Manual Invoicing

The system allows you to create a manual order. This process involves the following steps:

• You create a customer record or open the existing record
• You then create an order. You give it a name, select the product and select the price.
• Then, you generate the invoice and email it to the customer with the link to the form for payment collection
• The customer then goes to the site, fills int he form and the details are captured.
• Finally, the site admin logs in, gets the details, processes the payment and marks the payment as successful in the backend.

Adjusting the invoice layout

If the items in your invoice look somewhat squashed and the item names and prices and not in line, you can use some CSS and "productitemcell" class to fix the layout. We recommend you to use something like the following code and embed it into your invoice:

.productitemcell{
height:40px;
}

Modifying Invoice Email to pass values to your online payment form

You can add some coding to your emailed invoice that that will pass values to your online payment form and automatically fill in and prepopulate form fields:

• Create a payment form and place it on a HTML page
• We'll use the {module_url} function to pass the amount of the invoice {tag_amountoutstanding} to the amount field on your online payment form.
• On your online form, place an amount tag {module_url,amount} as the value of your amount field.
• Go to the admin menu and select the Customize System Email and open the Invoice email.
• Add a link that directs to your form page and passes the value.

<a href="http://yourwebsite.com/your_payment_form.htm?amount={tag_amountoutstanding}">Click here</a> to pay your invoice.

• When the link in the invoice email is clicked, the value of {tag_amountoutstanding} is saved in a varible "amount" and then passed to the field in your online form where you placed the "{module_url,amount} tag.
• Using the same technique, you can pass multiple values to prepopulate your online form by creating additional {module_url} tags and adding them to the form and the link. In the link, separate the commands with an "&"

<a href="http://yourwebsite.com/your_payment_form.htm?amount={tag_amountoutstanding}&number={tag_invoicenumber}">Click here</a> to pay your invoice.

• In the above example, it passes the invoice amount and the invoice number to the online payment form.

You will need to replace the body tag with the following code:

<body onload="document.getElementById('Amount').value=document.getElementById('Amount').value.replace(/\$/, '')">