{"id":62,"date":"2020-02-28T15:58:33","date_gmt":"2020-02-28T15:58:33","guid":{"rendered":"http:\/\/wiki2.plumserver.com\/knowledge-base\/magento-2-auto-invoice-and-shipment-v2-x-configuration"},"modified":"2025-02-19T09:51:20","modified_gmt":"2025-02-19T14:51:20","slug":"magento-auto-invoice-shipment-v2-configuration","status":"publish","type":"post","link":"https:\/\/plumrocket.com\/docs\/magento-auto-invoice-shipment\/v2\/configuration","title":{"rendered":"Magento 2 Auto Invoice and Shipment v2.x Configuration"},"content":{"rendered":"\n

Configuring Magento 2 Auto Invoice and Shipment Extension<\/h2>\n\n\n\n

In this section you will learn how to configure Auto Invoice and Shipment Extension for Magento 2<\/a>.<\/p>\n\n\n\n

\n

Important Information:<\/p>\n\n\n\n

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<\/a><\/strong>.<\/p>\n<\/div><\/div>\n\n\n\n

General<\/h3>\n\n\n\n
\n

Step-by-Step action:<\/p>\n\n\n\n

  1. Enable Extension: <\/strong>Select “Yes” to enable the extension or “No” to disable it.<\/li>
  2. Option “Serial Key”:<\/strong> 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<\/a><\/strong> in order to find and paste your serial key manually.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
    \"magento<\/figure>\n\n\n\n
    \n

    Step-by-Step actions:<\/p>\n\n\n\n

    1. Option “Send Invoice Automatically”:<\/strong> if the option is set to “Yes”, the invoice email will be sent automatically once the invoice is created.<\/li>
    2. Option “Send Shipment Email Automatically<\/strong>“: if it is set to “Yes, always”, the shipment email will be sent automatically once the shipment is created. If set to “Yes, only if tracking code is assigned”, a shipment email will be sent automatically 5 minutes after a tracking code is assigned to a shipment.<\/li>
    3. Option “Wait For Tracking Code (days)”<\/strong>: set here the number of days the extension should wait for a tracking code to be assigned.<\/li><\/ol>\n\n\n\n

      <\/p>\n<\/div><\/div>\n\n\n\n

      \"magento<\/figure>\n\n\n\n

      Mass Actions<\/h3>\n\n\n\n

      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.<\/p>\n\n\n\n

      \n

      Step-by-Step actions:<\/p>\n\n\n\n

      1. “Shipment Comment<\/strong>“: enter the comment you want to add when applying the “Create Shipment” mass action. The comment will be added to the created shipment.<\/li>
      2. “Append Comment To Shipment Email<\/strong>“: 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”.<\/li>
      3. “Invoice Comment<\/strong>“: enter the comment you want to add when applying the “Create Invoice” mass action. The comment will be added to the created invoice.<\/li>
      4. “Append Comment To Invoice Email<\/strong>“: 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”.<\/li>
      5. “Invoice Capture Amount<\/strong>“: this option allows you to select payment actions according to your payment method. Please, click here<\/strong><\/a> to read more about payment actions.<\/li>
      6. “Save Config<\/strong>“: press the Save Config button to save and apply all configurations.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
        \"magento<\/figure>\n\n\n\n

        Developer<\/h3>\n\n\n\n
        \n

        Step-by-step guide:<\/p>\n\n\n\n

        1. “Enable Debug Log”<\/strong>: enable this option to make the extension log all actions taken during the automated invoice and shipment processes.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
          \"magento<\/figure>\n\n\n\n

          How to Create Magento Invoice and Shipment in Bulk<\/h3>\n\n\n\n

          In the main Magento menu, go to the “Sales”<\/strong> tab > navigate to “Orders”<\/strong>.<\/p>\n\n\n\n

          \n

          Step-by-Step actions:<\/p>\n\n\n\n

          Select the orders to which you want to apply mass actions by checking the corresponding checkboxes in the Orders grid.<\/p>\n\n\n\n

          1. “Actions<\/strong>“: click on “Actions” to open a mass actions menu.<\/li>
          2. Click on the “Creare Invoice<\/strong>” or “Create Shipment<\/strong>” option to create an invoice or shipment for the selected orders.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
            \"magento<\/figure>\n\n\n\n

            Managing Magento Auto Invoice Rules<\/h2>\n\n\n\n

            In order to manage and configure Auto Invoice Rules, follow the instructions below.<\/p>\n\n\n\n

            \n

            Step-by-Step action:<\/p>\n\n\n\n

            1. This grid allows to manage and search for Auto Invoice Rules<\/strong>.<\/li>
            2. Press the “Add New Rule”<\/strong> button to create your new rule.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
              \"\"<\/figure>\n\n\n\n
              \n

              Step-by-Step action:<\/p>\n\n\n\n

              1. Specify the Rule Name<\/strong> in this field.<\/li>
              2. Option “Status”:<\/strong> enable or disable this rule using this option.<\/li>
              3. Option “Create Invoice”:<\/strong> allows Admin to configure when an invoice should be created: “After order is created” or “After shipment is created”.<\/li>
              4. Option “Capture Amount”:<\/strong> allows you to specify how you will capture payments from your customers. Magento has 3 capture methods. See full description below.<\/li>
              5. Option “Website”:<\/strong> allows Admin to select the website where the rule will be applied on. <\/li>
              6. Option “Customer Groups”:<\/strong> select the customer groups the rule will be applied to. <\/li>
              7. Option “Rule Priority”:<\/strong> enter the rules priority. The smaller the number entered – the higher is the priority. Rules with the highest priority will be used first. <\/li><\/ol>\n<\/div><\/div>\n\n\n\n
                \"magento<\/figure>\n\n\n\n

                Post-Invoice Actions<\/h3>\n\n\n\n
                \n

                Step-by-step guide:<\/p>\n\n\n\n

                1. “Change Order Status To”<\/strong> option: select the order status that should be applied after the rule is triggered.<\/li>
                2. “Invoice Comment Text”<\/strong> option: type the comment that should be added to the Invoice and Order History.<\/li>
                3. “Add Comment to Invoice Email”<\/strong> option: specify whether or not the comment set above should be added to the Invoice email.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
                  \"magento<\/figure>\n\n\n\n

                  Conditions<\/h3>\n\n\n\n

                  In order to manage and configure Auto Invoice Rules conditions and actions, follow the instructions below.<\/p>\n\n\n\n

                  \n

                  Step-by-step guide:<\/p>\n\n\n\n

                  1. Add the special Oder Conditions <\/strong>for your rule, or leave it blank if you want the rule to be applied to all the orders.<\/li>
                  2. Add the special Order Item Conditions <\/strong>for your rule.<\/li>
                  3. Save <\/strong>the changes.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
                    \"magento<\/figure>\n\n\n\n

                    Managing Magento Auto Shipment Rules<\/h2>\n\n\n\n

                    In order to manage and configure Auto Shipment Rules, follow this guide.<\/p>\n\n\n\n

                    \n

                    Step-by-Step action:<\/p>\n\n\n\n

                    1. This grid allows you to manage and search for Auto Shipment Rules.<\/strong><\/li>
                    2. Press the “Add New Rule” button to create your new rule.<\/strong><\/li><\/ol>\n<\/div><\/div>\n\n\n\n
                      \"magento<\/figure>\n\n\n\n

                      In order to create new Magento Shipment Rule, follow the guide above describing how to create a Auto Invoice Rule.<\/p>\n\n\n\n

                      Invoice in the Order<\/h2>\n\n\n\n

                      The notification in the order can be viewed, if you go to Sales > Orders> Select the needed order > Navigate to the Invoice History section.<\/p>\n\n\n\n

                      \n

                      Step-by-Step action:<\/p>\n\n\n\n

                      1. Once the invoice is created, admin will see the notification in the Invoice History.<\/strong><\/li><\/ol>\n<\/div><\/div>\n\n\n\n
                        \"\"<\/figure>\n\n\n\n
                        \n

                        Important Information:<\/p>\n\n\n\n

                        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<\/strong><\/a>.<\/p>\n<\/div><\/div>\n\n\n\n

                        <\/p>\n","protected":false},"excerpt":{"rendered":"

                        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 … <\/p>\n

                        Continue reading “Magento 2 Auto Invoice and Shipment v2.x Configuration”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[125],"tags":[],"class_list":["post-62","post","type-post","status-publish","format-standard","hentry","category-magento-auto-invoice-shipment-v2","entry"],"yoast_head":"\nHow to Configure Magento 2 Auto Invoice and Shipment Extension v2.x Magento 2 Auto Invoice and Shipment v2.x Configuration - Plumrocket Documentation<\/title>\n<meta name=\"description\" content=\"Configuring Magento 2 Auto Invoice and Shipment Extension In this section you will learn how to configure Auto Invoice and Shipment Extension for Magento\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/plumrocket.com\/docs\/magento-auto-invoice-shipment\/v2\/configuration\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Magento 2 Auto Invoice and Shipment v2.x Configuration - 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