Invoices, packing slips, and order emails

The WEMASY Webshop makes a PDF invoice and a packing slip for your orders and emails your customers at each step: order confirmation, status changes, and refunds. You decide what the PDFs say and who gets a copy of the emails.

Turn on invoices and packing slips

1. Click the configuration icon next to the project switcher.
2. Click the Webshop tab.
3. Find Invoice Settings.
4. Tick Invoice enable.
5. Tick Package slip enable if you want packing slips.
6. Enter your company details in PDF Header Legal Info.
7. Enter text for the bottom of the invoice in PDF Invoice Footer Info.
8. Click Submit.

Set the Invoice Prefix and Invoice Starting Number under Invoice Setting in the same tab. The help text shows the current highest invoice number.

Open or make the PDF of an order

1. Open Webshop and click Orders.
2. Open the actions menu on the order.
3. Click View Invoice PDF or View Package Slip PDF.

If there is no PDF yet, the menu shows Generate Invoice PDF or Generate Package Slip PDF. While WEMASY makes the file, the menu shows Generating Invoice PDF. PDFs can be made for pending, processing, and completed orders.

When customer accounts are on, customers also find their invoices in their account. See Customer accounts.

Emails customers get

• An order confirmation after checkout, with a View order button.
• A confirmation of a quote request.
• An email when you mark the order on hold, processing, completed, or cancelled.
• An email when a refund starts and when it is completed.

You get an email for every new order and every new quote request.

Who receives the emails

Under Email Settings in the Webshop tab:

• Webshop Email To: send the shop emails for you to this address instead of the default.
• Email BCC and Email CC: extra addresses that get a copy of invoice emails, order confirmations, and notifications. Press enter after each address.

Click Submit to save.

Tip: Add your bookkeeper in Email BCC so every invoice reaches them without extra work. For accounting software, see Connect SnelStart accounting. For order statuses, see Managing orders.

Frequently asked questions