Issuing an invoice for an order via the accounting system
You can issue the invoice for an order directly from the Fynode administration using the "Issue invoice" button, which is shown for the order only if you have an active connection to an accounting system and no invoice has yet been issued for the order. After successful issuance the "Download PDF of the invoice" option becomes available and the invoice appears in the list of invoices in the Invoices section.
When is the button available
The “Issue invoice” button is shown only when you have an active connection to the accounting system and a classic invoice has not yet been issued for that order. If issuance fails, the button will turn red and hover will show the error message from the accounting system; you can try the action again later.
Billing settings in the accounting system
In the settings of the accounting system you will find switches for automatic issuance of invoices when the order status changes, after payment, or when the order is created. You can specify the invoice type (classic invoice, advance invoice), sequence, bank account, language, accounting templates and prefilled fields such as “Issue date” or “Variable symbol” using variables from the order.
Manual and bulk issuance
Manual: for a specific order click "Issue an invoice" in the list or in the order detail and the system will create an invoice in the connected accounting system. Bulk: select multiple orders with the multiselect and use the "Issue invoices" action to issue invoices at once (be careful which orders already have an invoice).
The button is located for each order in the order list and also in the order detail. It appears only if you have an active connection to the accounting system and an invoice for the order does not yet exist.
If issuance fails, the button may light up red and hovering will show an error message from the accounting system. Check the connection to the accounting system and the error logs, then try the action again. Problems can also be caused by temporary unavailability of the accounting system API.
In the accounting system settings enable “Automatic issuance of invoice after order status change or order creation” and fill in the rules: which statuses, delivery types or payment types should trigger issuance of a specific invoice type. For detailed rules use the detailed invoicing settings section in the accounting account.
Before bulk issuing invoices, check the automatic invoicing and pre-accounting settings in the accounting system section. If you want to send PDF invoices directly by email, enable the appropriate setting in the email templates so the PDF is attached to customer messages.
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