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Invoice needed to start an investigation into a lost Order (A-number)

Chia avatar
Written by Chia
Updated over 2 weeks ago

Sometimes customers want an invoice as proof of their purchase, but 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, we can create these invoices manually by:

  1. Download the purchase invoice template (tip: save it to your computer!). Open it in Adobe. You can now edit the invoice with information you get from Refine.

  2. Go to Refine > Sales enter the V-number in the search bar

  3. Open the sale and find the following details to adjust them on the invoice

    1. Personal info > email, first name and last name

    2. Invoice number > is V-number

    3. Invoice Date > is the date the sale was registered

    4. 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.

    5. 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'

  4. Now save the invoice.

  5. Change the name of the document to 'Purchase_invoice_Vnumber'

  6. Send the invoice to the customer and you're done!

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