When you use Magento processing orders and engage in online sales, it is always likely that you will encounter documents like the invoice. The first thing you should have in mind about invoices is that they are definitely not identical with the receipts. A difference that is most obvious is the time of issue. Invoices usually sent off before paying. As a matter of fact, their main purpose is to request it from the buyer. In turn, receipts are given by the seller as soon as the payment is made by the buyer. By sending the invoice you as a seller report to your customer the necessary information. The content of the invoice, in particular, is certain information that tells when and how much he needs to pay you. Also, it may include an invoice number, quantity, the price for the unit, taxes, amount of the total due, date, and discount if exists.

You need to sent invoices manually from the backend only in case if your customer used a kind of payment in which payment method is established as “authorization”. In payment method established as “authorization and capture” the invoices are always automatically sent.

The Magento order processing needs to be enhanced due to the fact that the default Magento invoicing requires too many steps. Our Mass Order Processing extension helps you to add different combinations of actions while creating invoices right from the order grid. These are:

  1. Tracking Number + Invoice + Ship:

    From our example, Talulah Page made an order and she receives the email with “Order confirmation” with her order number #000000012 on her email box.

  2. Confirmation Order #000000012

    To generate a combination of tracking number, invoice and shipment you need to select a necessary orders in the order grid and tick on the corresponding checkboxes of the necessary orders. Also, select in a dropdown list the Carrier and fill in Title and Number boxes.

    Example. Tracking Number. Order #000000012

    The next step for you is to select the Invoice in the Actions dropdown list. In this segment, it is possible to add Invoice Comments, choose additional functions such as Append Comments, Email Copy of Invoice and Create Shipment. In this case, we intend to create tracking number, invoice and shipment so all checkboxes are ticked. You will also be able to choose in Capture field between Capture Online, Capture Offline and Not Capture.

    After making the necessary steps, click to Submit Invoice(s).

    Example.Actions dropdown list

    After making all the manipulations, the confirmation of the creation invoice(s) for order(s) appears above the order grid.

    Created shipment

    For you to be sure that your actions are correct, navigate to the necessary order page and check the Invoice section.

    Invoice section of the order

    In the Shipments section, you'll can find a created shipment.

    Created shipment of the order

    Click View in Action column to see more details and the tracking number.

    Created tracking number of the order

    Moreover, Talulah Page received emails of “Order” (with the comment and number of the invoice) and “Order has shipped” (with the comment and tracking number) right after creating them.

    Order email Order has shipped email
  3. Tracking Number + Invoice:

    When the buyer places an order, the Magento store automatically sends the “Order confirmation” email. In the next example, Talulah Page placed an order and has got the email “Order confirmation” with her order number #000000013 on her email box.

  4. Confirmation Order #000000013

    To generate a combination of the tracking number and invoice, you need to select a necessary orders in the order grid and tick the necessary checkboxes corresponding to the orders. Also, select in a dropdown list the Carrier and fill in Title and Number boxes.

    Example. Tracking Number. Order #000000013

    The step that follows is for you to select the Invoice in the Actions dropdown list. At this point, you can add an Invoice Comment, select some additional functions like Append Comments, Email Copy of Invoice and Create Shipment. In this example we intend to create only tracking number and invoice, so we tick the first two checkboxes. You can also choose in the Capture field between Capture Online, Capture Offline and Not Capture.

    After making all the necessary steps, click to Submit Invoice(s).

    Example.Actions dropdown list

    After making all the manipulations, the confirmation of the creation invoice(s) for order(s) appears above the order grid.

    Created shipment

    For you to ensure that your actions were correct navigate to the necessary order page and check the Invoice section.

    Invoice section of the order

    Meanwhile, Talulah Page got her email “Order” (with the comment and number of the invoice) right after creating them.

    Order email

    Note: Consider the fact that you are able to process several orders at a time, all you need is to make such manipulations in the order grid to as many orders as you want at a time.

    More features of a Mass Order Processing extension is found here:


    Magento 2 Mass Order Processing: manage sells and save time
    How to change order status in Magento 2?
    How to create shipments in Magento 2?
    How to add tracking numbers in Magento 2?

    Please, contact us if you have any questions or leave the comment under the article. We will be very happy to help you!