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Magento 2 Auto Invoice & Shipment

Magento 2 Auto Invoice & Shipment Extension

version 2.6.2

(4.9)

Price: $69.00

Auto Invoice & Shipment Magento Extension is a great way to save time on manual processing of payment transactions. Magento invoice and shipment will be generated and sent to your clients automatically after they placed the order.

Auto create Magento invoices and shipments
Use flexible Magento rules and conditions to generate Invoices and Shipments based on address, payment methods, order total, sku, customer groups, etc.
Automatically send Magento 2 invoice or shipment emails with optional comments

CE: 2.3.x - 2.4.7

EE: 2.3.x - 2.4.7
100%
Open Code
60 Days
Refund Policy
Free
Lifetime Updates

CE: 2.3.x - 2.4.7

EE: 2.3.x - 2.4.7
100%
Open Code
60 Days
Refund Policy
Free
Lifetime Updates

Overview
Reviews (25)
FAQ
Related Products
Change log

Key Features of Magento 2 Auto Invoice & Shipment Extension

Automatically Generate & Email Invoices and Shipments

Automatically generate and email Magento 2 invoices and shipments. The invoice can be created after the order was placed or after the shipment was generated.
With the Magento 2 partial shipment support, merchants can split the items in an order to be invoiced or shipped separately.

Create Flexible Invoice & Shipment Rules and Conditions

Custom Auto Invoice and Shipment rules can be created based on your website, customer groups, billing or shipping address, order grand total, product SKU, payment methods, etc.
Prioritize the rules, hence customizing the auto shipment and auto invoice conditions setup.

Streamline Order Processing with Partial Invoicing

Create an invoice for selected items within an order to simplify order processing and enhance customer satisfaction.
Admin can configure partial invoicing for any product attribute or attribute set.
Perfect for orders with a mix of physical and virtual products (e.g. downloadable files or gift cards). Customers can access digital downloads immediately through prompt invoicing while physical products are shipped separately.

Capture Payments and Append Optional Comments

Capture the order amount using three methods: capture online, offline or do not capture.
Merchants can add optional comments for each created invoice or shipment on the Order Page or in the emails.

Compatible With Third-Party Extensions and Themes

The Auto Invoice & Shipment Extension is compatible with the third-party PDF invoice extensions.
This extension will work flawlessly on any third party magento 2 theme. Whether it is your own custom theme or a popular theme like Ultimo, Porto, Pearl, etc. – it supports them all.

Magento 2 Auto Invoice & Shipment Extension Overview

Auto Invoice & Shipment Magento Extension allows to automatically send invoice and shipment emails. The plugin can be configured to auto create invoices and shipments based on a number of Magento rules and automatically capture payments. There is no need to create Magento invoices programmatically or process each order manually by the website admin. The purchase process time frames will be considerably shortened, resulting in higher customer satisfaction and increased sales.

Features:

NEW! Magento 2 Auto Invoice & Shipment Extension is compatible with Hyvä Themes
Automatically generate Magento invoices and shipments using flexible rules and conditions
Admin can create an unlimited number of Auto Invoice and Auto Shipment rules, based on the website, customer groups, billing or shipping address, order grand total, product SKU, payment methods, etc
The invoice can be created after the order was placed, after the shipment was generated, or after tracking code is assigned to shipment
Likewise, the shipment can be created after the order was placed or after the invoice was generated
Admin can set up Magento 2 partial invoices based on the product attribute to provide customers with immediate access to virtual products (e.g. gift cards or downloadable files)
Admin can choose to capture the order amount using three methods: capture online, offline, or do not capture
Admin can append optional comments to each auto-created Invoice or Shipment and display them on Magento 2 Order Page or in the emails
Supports Magento 2 partial shipment
Automatically sends Magento 2 invoice email or shipment email
Magento 2 multi-store and multi-website support
Compatible with third party PDF invoice extensions
100% open code Magento 2 extension

Magento 2 Auto Invoice & Shipment Extension Reviews

Effortless invoicing and shipping.

Amara Diop posted on November 17, 2023. Review for Magento 2.x

No more manual invoicing and shipping. This extension ensures a smooth and efficient order fulfillment process, avoiding errors and saving a lot of time. Worth the money.
THIS DID EXACTLY WHAT IT WAS INTENDED.
I'm using it on: cupofarms.com
ANGELA CRONE posted on March 09, 2023. Review for Magento 1.x

Appreciate all of the expertise at Plumrocket and for their integration of this extension into my site! They have been the best for existing Magento I support that I have found.
i love it
I'm using it on: humanasecondhand.se
Jaswinder Singh posted on March 10, 2022. Review for Magento 2.x

love the plugin! great suppot! the company is very easy to work with.
We used the auto invoice to fix issues with our products.

Great Job done plumrocket team!!!!!!
Works as expected to fix Klarna Capture issue
I'm using it on: www.blastzone.com
sky boulton posted on December 17, 2021. Review for Magento 2.x

Spent nearly a year without Klarna capturing, and even lost some funds when employees failed/forgot to manually capture Klarna orders. PR used their extension to custom-auto-capture Klarna for us.
Great extension and support
I'm using it on: www.infinitytools.com
David Venditto posted on December 02, 2020. Review for Magento 2.x

The Plumrocket team is very easy to work with. They are super responsive on issues and really care about the customers experience with their extensions.

We used the auto invoice to fix issues with our giftcards and downloadable products. There was a small conflict with Xtentos tracking import but Plumrocket was able to correct it in a short amount of time. Highly recommended.
Worked Great

Randy Rubinstein posted on April 30, 2020. Review for Magento 2.x

A very nice module with no issues and worked perfectly. No conflict with the template. Did not need support for this module. This was the first one I bought from Plumbrocket and will be back for more
Good Extension

Allen Hong posted on February 14, 2020. Review for Magento 1.x

Good for my websites.I don't need to go to orders menu again and again to generate invoice.
It work ok without problems and it's free.

Great Job!!!Thanks
One of the best extensions
I'm using it on: www.standardcoldpressedoil.com
Standard Cold Pressed Oil posted on January 31, 2019. Review for Magento 1.x

One of the most useful extensions

After installing this extension, it automatically creates an invoice when the order is placed. This reduces a regular & repeated job of my staff of creating invoices which is very useful.

Auto Invoice extension is one of the most useful extensions in my Magento store.
Great Extension
I'm using it on: beaute-me.com
admin admin posted on December 27, 2018. Review for Magento 1.x

This extension is awesome!

I have already purchased more than 12 extensions from Plumrocket. Although this is a free extension, they still provided excellent support!
Great Function
I'm using it on: www.wpiinc.com
BIll Gustin posted on November 07, 2018. Review for Magento 2.x

This saves time and energy during invoicing! Took a little work to get running but plumrocket jumped in to assist and fixed it for us. Would recommend!
Great Extension!
I'm using it on: cardsurge.com
Travis Crosbie posted on October 07, 2018. Review for Magento 1.x

This extension did exactly what I needed, can't compete with free. Easy to install and configure, helps to "shore up" the weaknesses in Magento's invoicing system. Thanks!!
Great Invoicing Extension!!
I'm using it on: localhost:8080
shilpi varshney posted on May 08, 2018. Review for Magento 1.x

Your product are very good and helpful, team makes perfect solutions. I would recommend everyone to get your services and best solutions. Keep it up!
Perfect extension

Rahul Singh posted on April 19, 2018. Review for Magento 1.x

Its a good extension for auto invoice,I have enhanced and added more features on auto invoice system using this extension. Thanks for free extension.
Saves a Ton Of Time
I'm using it on: www.clickoncare.com
Akshat Malik posted on July 13, 2017. Review for Magento 1.x

Has reduced our efforts by atleast 30-40 seconds per order to be invoice. Seamless Integration with Magento 1.7 without hiccups. Just install and ready to use with just a Cache Refresh.
Perfect extention!!
I'm using it on: syoul.com
Lana Solange posted on April 13, 2017. Review for Magento 1.x

I chose this rating because this extension is perfect to go with my other plumrocket extensions. I recommend to buy Checkout Success Page from Plumrocket with this extension.
Just what I was looking for...

Pascal Deckers posted on February 09, 2017. Review for Magento 1.x

Simple add-on maybe but really helpfull for me... Work immediatelly without any issues...
Easy and Free Auto Invoice

open suite posted on September 26, 2016. Review for Magento 1.x

I install and test Auto Invoice Extension. Works perfect and save admin time when have more orders. Guide is complete..
Fantastic time saver
I'm using it on: fudgee.uk
David Coffield posted on August 08, 2016. Review for Magento 1.x

No need to manually approve & create invoice, this does it for you. Easy configuration and just works!
Excellent tIme Saving tool

john nash posted on March 31, 2016. Review for Magento 1.x

Install was easy and worked perfectly. Highly recommend - i big time saver.
Work good

Peter Czarnecki posted on August 06, 2015. Review for Magento 1.x

work ok without problems
Good module
I'm using it on: www.degoosta.com
Claudio alfieri posted on August 05, 2015. Review for Magento 1.x

This will simplify all your backoffice with orders.
No more time spent in finding out your order tab: this extension will do all the job on your behalf...
Good Extension.
I'm using it on: prccregistration.com
Brent Baker posted on July 06, 2015. Review for Magento 1.x

This extension helped speed up the process of placing an order, which is what I wanted.
Good substitition of native Magento functionality

Gregor Ramilson posted on November 03, 2014. Review for Magento 1.x

Extension is a nice one and substitutes standard Magento invoicing in a good way. Just make sure you read the documentation carefully.
Best Extension

Aman Ahmed posted on September 13, 2014. Review for Magento 1.x

This extension is awesome! I don't need to go to orders menu again and again to generate invoice. This extension generates invoice automatically for my orders which are 'events' whatever the amount of product.

Great Job!!!
Good Extension

Maximilliane D'Auguste posted on October 31, 2013. Review for Magento 1.x

I have used this extension for one of my websites. It works as described, very simple and useful. I also like their support, pretty good as for free extension.
Thanks!

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Magento 2 Auto Invoice & Shipment Extension FAQ

How to Set Auto Invoice After Shipment in Magento 2
Use the Magento 2 Auto Invoice and Shipment Extension to set flexible rules and create automatic invoices after shipments right from your Magento backend. The rules and conditions can also be set based on specific websites, customer groups, order grand total, payment methods, etc.

Basically, the extension is a tool for a more efficient order processing procedure, allowing you to avoid manual processing of invoices and shipments after a user places an order. In addition, you can create separate invoices and shipments for items in a single order by splitting them.

How to Set an Auto Invoice Rule

You can set an automatic invoice rule and apply specific conditions to it by following the below steps:
1. Go to the Plumrocket tab in the Magento Admin Menu
2. Navigate to Auto Invoice & Shipment -> Auto Invoice Rules
3. Click Add New Rule
4. Fill in the necessary fields
5. Click Save to create a new rule
Tips for Setting Up Magento 2 Auto Invoice Rules
- You can input the recognizable name of the rule you would like to see in the Auto Invoice Rules grid
- Make sure the status is set to Active to enable the rule
- Choose After order is created or After shipment is created for the Create invoice option to specify when the invoice must be created
- Carefully set the Capture Amount option taking into account the payment method you use
- You can choose customer groups and websites (if you have multiple ones) based on which the rule will be executed
- Scroll down to conditions if you’d like to apply specific conditions for this rule (see the official Magento documentation for more information on how to configure Magento conditions)
You can also configure the extension to automatically send an email to customers once the invoice is created. For this, go to Plumrocket tab-> Auto Invoice & Shipment Configuration -> Navigate to General section -> set Yes or No for the Send Invoice Email Automatically option.

If you have any questions regarding setting Magento 2 auto invoices, feel free to contact Plumrocket Support.

Change Log of Magento 2 Auto Invoice & Shipment Extension

Legend: - new feature - bug fix

Version 2.6.2 Jul 30, 2024

Fixed a PHP error that occurred when no comment was set for the rule

Version 2.6.1 Sep 20, 2023

Added "Enable Debug Log" setting to simplify cron debugging
Fixed partial invoice functionality when processing multiple orders at once

Version 2.6.0 Sep 04, 2023

Added "Actions" to Auto Invoice Rules to automatically generate invoices only for eligible items in an order (partial invoices)

Version 2.5.2 Aug 08, 2023

Fixed "Capture" for online payments when creating invoices using mass action

Version 2.5.1 Apr 12, 2023

Added support of Magento 2.4.6 version

Version 2.5.0 Sep 27, 2022

Added the ability to automatically send a shipment email not only after a shipment is created but also after a tracking code is added to the shipment

Version 2.4.0 Apr 12, 2022

Added support of Magento 2.4.4 version
Migrated install/upgrade scripts to declarative schema

Version 2.3.1 Jan 04, 2022

Fixed a PHP error that occurred when the Magento_Inventory was missing

Version 2.3.0 Mar 30, 2021

Added the ability to specify at what order status Auto Invoice and Auto Shipment rules will work.
Minor changes and improvements

Version 2.2.1 Feb 17, 2021

Fixed the issue with the creation of shipments without Magento Inventory (MSI)

Version 2.2.0 Dec 21, 2020

Starting from this version extension does not support Magento 2.2.x
Added support of Magento Inventory Project (a.k.a MSI)
Minor changes and improvements
Fixed an error that occurred when creating several shipments at once.

Version 2.1.10 Aug 28, 2020

Added possibility to configure auto invoice and shipment rules by a country stated in a shipping or billing address of an order

Version 2.1.9 Jul 13, 2020

Code style corrected according to the latest EQP requirements

Version 2.1.8 Jan 29, 2020

Added a possibility to create an invoice and shipment using Mass Action select for orders in the grid
Fixed auto shipping for simple products

Version 2.1.7 Oct 03, 2019

Fixed shipments for bundle and configurable products
Applied fix for marketplace EQP version 3

Version 2.1.6 Sep 06, 2019

Added support of Multi Source Inventory (MSI)

Version 2.1.5 Jul 18, 2019

Added compatibility with Magento 2 Multi Source Inventory (MSI)
Fixed issue with incorrectly created invoice after processing the shipping manually

Version 2.1.4 May 17, 2019

Fixed issue with backorder and order auto shipment

Version 2.1.3 Mar 25, 2019

Fixed issue for an automatic shipment

Version 2.1.2 Feb 28, 2019

Added compatibility with third party extensions
Added support of invoice capture
Fixed invoice email sending for Braintree payment processor
Minor changes

Version 2.1.1 Mar 15, 2018

Fixed bug with "areaCode" during installation

Version 2.1.0 Jan 16, 2018

Added support of Magento 2.2 (CE and EE versions)
Added ability for admin to split those items in the order, that need to be invoiced or shipped separately
Added rules priority
Improved automatic emails sending
Fixed bug with Rules Capture Amount
Minor changes and bugfixes

Version 2.0.0 Aug 30, 2017

Created Auto Invoice & Shipment Extension for Magento 2

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