Configuring Magento 2 Auto Invoice and Shipment Extension
In this section you will learn how to configure Auto Invoice and Shipment Extension for Magento 2.
Important Information:
For the Magento 2 Auto Invoice & Auto Shipping Extension to function properly, make sure there is a Cron Job for Magento set up at your store. For more details how to configure Cron Job read article How to setup a Cron Job in Magento.
General
Step-by-Step action:
- Enable Extension: Select “Yes” to enable the extension or “No” to disable it.
- Option “Serial Key”: enter the unique serial key provided after the purchase for legitimate and proper functioning of your extension. Note: In most cases, this field will be pre-filled with a serial key automatically and the green check mark will be displayed. Otherwise please read article Serial Key Activation in order to find and paste your serial key manually.
![magento 2 auto invoice and shippment extension configuration.jpg](/docs/wp-content/uploads/2021/03/1.png)
Step-by-Step actions:
- Option “Send Invoice Automatically”: if the option is set to “Yes”, the invoice email will be sent automatically once the invoice is created.
- Option “Send Shipment Email Automatically“: if it is set to “Yes”, the shipment email will be sent automatically once the shipment is created.
![2 magento 2 auto invoice and shippment extension configuration.jpg](/docs/wp-content/uploads/2021/03/2.png)
Mass Actions
In order to create shipment or invoice to multiple orders at once, follow the steps below. It can help decrease a significant amount of workload for admins.
Step-by-Step actions:
- “Shipment Comment“: enter the comment you want to add when applying the “Create Shipment” mass action. The comment will be added to the created shipment.
- “Append Comment To Shipment Email“: set to “Yes” to add the Shipment Comment to the Shipment Email sent to customers. If you do not want to add this comment, set it to “No”.
- “Invoice Comment“: enter the comment you want to add when applying the “Create Invoice” mass action. The comment will be added to the created invoice.
- “Append Comment To Invoice Email“: set to “Yes” to add the Invoice Comment to the Invoice Email sent to customers. If you do not want to add this comment, set it to “No”.
- “Invoice Capture Amount“: this option allows you to select payment actions according to your payment method. Please, click here to read more about payment actions.
- “Save Config“: press the Save Config button to save and apply all configurations.
![magento 2 auto invoice and shippment extension configuration mass actions.jpg](/docs/wp-content/uploads/2021/03/magento2-auto-invoice-and-shippment-extension-2.png)
How to Create Magento Invoice and Shipment in Bulk
In the main Magento menu, go to the “Sales” tab > navigate to “Orders”.
Step-by-Step actions:
Select the orders to which you want to apply mass actions by checking the corresponding checkboxes in the Orders grid.
- “Actions“: click on “Actions” to open a mass actions menu.
- Click on the “Creare Invoice” or “Create Shipment” option to create an invoice or shipment for the selected orders.
![magento 2 auto invoice and shippment extension mass actions.jpg](/docs/wp-content/uploads/2021/03/magento2-auto-invoice-and-shippment-extension-1.png)
Developer
Step-by-step guide:
- “Enable Debug Log”: enable this option to make the extension log all actions taken during the automated invoice and shipment processes.
![magento 2 auto invoice and shippment extension debug log.jpg](https://plumrocket.com/docs/wp-content/webpc-passthru.php?src=https://plumrocket.com/docs/wp-content/uploads/2023/09/magento-2-auto-invoice-and-shipment-extension-v2-configuration-5-4.png&nocache=1)
Managing Magento Auto Invoice Rules
In order to manage and configure Auto Invoice Rules, follow the instructions below.
Step-by-Step action:
- This grid allows to manage and search for Auto Invoice Rules.
- Press the “Add New Rule” button to create your new rule.
![](/docs/wp-content/uploads/2020/12/3b_magento_2_autoinvoice_and_shipment_extension_v2.1.0.jpg)
Step-by-Step action:
- Specify the Rule Name in this field.
- Option “Status”: enable or disable this rule using this option.
- Option “Create Invoice”: allows Admin to configure when an invoice should be created: “After order is created” or “After shipment is created”.
- Option “Capture Amount”: allows you to specify how you will capture payments from your customers. Magento has 3 capture methods. See full description below.
- Option “Website”: allows Admin to select the website where the rule will be applied on.
- Option “Customer Groups”: select the customer groups the rule will be applied to.
- Option “Comment”: allows you to add the comment which will be displayed in the Invoice History.
- Option “Append Comment To Invoice Email”: enable or disable a comment notification displayed in the email.
- Option “Rules Priority”: enter the rules priority. The smaller the number entered – the higher is the priority. Rules with the highest priority will be used first.
- Press “Save” to save your changes.
![magento 2 auto invoice and shippment extension auto invoice rules.jpg](https://plumrocket.com/docs/wp-content/webpc-passthru.php?src=https://plumrocket.com/docs/wp-content/uploads/2023/09/magento-2-auto-invoice-and-shipment-extension-v2-configuration-7-5.png&nocache=1)
Conditions & Actions
In order to manage and configure Auto Invoice Rules conditions and actions, follow the instructions below.
Step-by-step guide:
- Add the special conditions for your rule, or leave it blank if you want the rule to be applied to all the orders.
- Add the special actions for your rule.
![magento 2 auto invoice and shippment extension conditionas and actions.jpg](https://plumrocket.com/docs/wp-content/webpc-passthru.php?src=https://plumrocket.com/docs/wp-content/uploads/2023/09/magento-2-auto-invoice-and-shipment-extension-v2-configuration-8-1.png&nocache=1)
Managing Magento Auto Shipment Rules
In order to manage and configure Auto Shipment Rules, follow this guide.
Step-by-Step action:
- This grid allows you to manage and search for Auto Shipment Rules.
- Press the “Add New Rule” button to create your new rule.
![magento 2 autoinvoice and shipment extension v2.1.0 1.jpg](/docs/wp-content/uploads/2021/03/magento2-auto-invoice-extension.png)
In order to create new Magento Shipment Rule, follow the guide above describing how to create a Auto Invoice Rule.
Invoice in the Order
The notification in the order can be viewed, if you go to Sales > Orders> Select the needed order > Navigate to the Invoice History section.
Step-by-Step action:
- Once the invoice is created, admin will see the notification in the Invoice History.
![](/docs/wp-content/uploads/2020/12/4_magento_2_autoinvoice_and_shipment_extension_v2.x.jpg)
Important Information:
For the Magento 2 Auto Invoice & Auto Shipping Extension to function properly, make sure there is a Cron Job for Magento set up at your store. For more details how to configure Cron Job read article How to setup a Cron Job in Magento.