Customers do not receive an invoice after purchase or sale as standard, because we do not yet have a system that can do this automatically. In addition, an invoice is not really necessary for a purchase, because there is no VAT on the purchase with us. For business purchases, the e-mail with order confirmation and the amount is sufficient as proof of purchase. If customers ask for an invoice after a purchase (a-number), use the macro 'Purchase - Do I get an invoice?'.
Customer wants a proof or invoice for a Sale (v-number)
We can create these invoices manually.
Download the sales invoice template (tip: save it to your computer!). Open it in Adobe. You can now edit the invoice with information you get from Refine.
Go to Refine > Sales enter the V-number in the search bar
Open the sale and find the following details to adjust them on the invoice
Personal info > email, first name and last name
Invoice number > is V-number
Invoice Date > is the date the sale was registered
Device Type > click on the SKU items tab > click on the product under product variant > click on (Details) > copy/paste the product name here. You can of course also just retype it yourself, whatever you prefer.
The price/amount/total excl. VAT/total including VAT (is all the same, unless there are multiple products on the invoice) > click on the SKU items tab again > click on the product > copy/paste the price under 'Price to pay'
Now save the invoice.
Change the name of the document to 'Purchase_invoice_Vnumber'
Send the invoice to the customer and you're done!
Customer wants proof or invoice for a Order (A-number)
Sometimes customers want an invoice as proof of their purchase, but as mentioned above, you can usually reassure the customer by sending the macro 'Purchase - Do I get an invoice?'. If they do want an invoice, or if you need an invoice to start an investigation with SendCloud, you can proceed in the same way as above. The template you can use can be found here: purchase invoice template .