Invoicing
Manage invoices and orders
Issue invoices by hand, download PDFs, retry failed invoices and create adjustment invoices for refunds.
Orders
Orders lists your Shopify orders with their e-invoice status. Filter by payment status (Paid, Payment pending, Refunded, Partially refunded, Voided), or search by order number, customer or email.
Badges show what the customer asked for:
- Invoice requested. The customer filled in invoice details.
- Request missing details. The details are incomplete. Check them before you issue.
- May need an invoice. The billing address has a company, or the order note mentions a VAT invoice or tax code.
- Refunded, review invoice. The order was refunded after the invoice was issued. See Adjustment invoices.
Issue an invoice by hand
- On Orders, click Issue invoice on the order.
- Check the buyer. Choose Individual or Company under Buyer type and edit the name, tax code, email, phone or address if needed.
- Check the products and the total, then click Issue invoice.
Click View invoice to open an issued invoice.
Invoices
Invoices lists every invoice. Filter by status, or search by order number or invoice number.
| Status | Meaning |
|---|---|
| Pending | Waiting to be issued, for example during Wait before issuing. Click Issue now to issue it right away. |
| Issued | The invoice is issued. Click PDF to download it. |
| Failed | The provider could not issue it. The reason is shown. Fix it, then click Retry. |
| Skipped | The order is outside your automation rules. The reason is shown. Click Retry to issue it anyway. |
Each invoice can be tried 3 times. When no retries are left, resolve the invoice in your provider portal.
Common reasons an invoice fails
- Invoice settings are incomplete. Finish Invoice defaults in Settings.
- Could not sign in to your e-invoice provider. Check the connection in Settings.
- The tax code on this invoice is invalid. Check the buyer details.
- Currency not supported. Vietnamese e-invoices are issued in VND only.
- Choose a plan to issue invoices. Your plan is not active.
Adjustment invoices
When a customer is refunded, in full or in part, or the order is called off after the invoice was issued:
- On Invoices, click Adjust on the invoice.
- Choose Full remaining amount or Partial amount and enter the Adjustment amount.
- Enter a Reason and click Create adjustment invoice.
The original invoice is kept and a separate decrease adjustment invoice is created.
- Mắt Bão Invoice. The correction notice is filed with the tax authority for you.
- VNPT Invoice. VNPT generates the adjustment record. You file the correction notice (form 04) yourself in the VNPT portal.
The invoice then shows how much was adjusted and how much remains. Click Adjustment PDF to download the adjustment, or View all adjustments to see the history.
Home
Home shows invoices Issued this month, plus Issued, Pending and Failed counts, and your most recent invoices.