SHIPPINGBO INVOICE OPTION

The invoice option in Shippingbo allows you to obtain the invoice for each of your orders that come into Shippingbo from your order sources.

CAREFUL The invoice option is a chargeable option. Please contact your Shippingbo sales account manager for more information.  In order to activate it, please contact our support team.

 

Where can I find my invoices in Shippingbo?

 

In order to find the invoice for an order in your Shippingbo account, go to the order details, then to the ‘Documents’ tab: 
Download the invoice by clicking on the arrow to the right of the invoice.

You can also regenerate an invoice or add a new one: 

 

CAREFUL Invoices are not sent to your order sources.

 

Customise invoices in Shippingbo

 

1) Personalisation of invoice content

You can customise your invoices on Shippingbo.

In order to do this, go to the Configurations -> Invoicing -> Options and settings :

If you want your invoices to be generated automatically in the order details, you need to tick the ‘Generate PDF invoices’ option:

 

You can then add :

• A logo
• Invoice number: the default is ‘1’. You can change this number
• A legal text
• One or more additional languages
• Default tax rate for products
• Default tax rate for shipping
• Default tax rate for packaging
• Default tax rate for other charges
• Sources deactivated for invoice generation: enter here the order sources for which you do not wish invoices to be generated
• Show serial numbers on invoices: tick this option if you wish
• Force a zero tax rate for orders with a company name: tick this option if this is the case
• Force a zero tax rate for orders where the address contains one of the following terms: enter the targeted term here if this is the case.
• Display eco-tax per line on the invoice: tick this option if you want the eco-tax for each product to appear on the invoice.
• Automatically export invoices when they are generated to an SFTP server: tick this option if you want to export invoices to your SFTP server, then configure the information requested from your SFTP.

CAREFUL You will be charged 3cts for each invoice exported to an SFTP.

 

2) Set default tax rates by country

 

CAREFUL Any information regarding the VAT rate shared by the sales source will take priority over the settings entered in Shippingbo. If Shippingbo considers that it has received enough information from the sales source to calculate or know the VAT rate, it will display this rate without taking into account the settings on Shippingbo.

 

In order to enter the different default tax rates for your products by country, go to the "Tax rates by country" tab :

- You can create them manually by clicking on "Add default tax rates" :

- You can edit them manually by clicking on the pencil icon on the right of the country line:

- Or you can add them in bulk by upload by clicking on "Import tax rate" : 

You will be redirected towards the Shippingbo upload page : click on "Upload file" and select the action you wish to make with this upload :

- "Create" if you wish to add new tax rates

- "Update" if you wish to edit tax rates 

And then, download the corresponding file :

Fill in the file with the requested information : 

 

CAREFUL The country must be entered using its two-letter code.

 

Once the file is ready, you can upload it by clicking on "Drop or select file" and then on "Upload" :

3) Adding a shipping address
 

You can also add a delivery address that you want to see appearing on invoices.

In order to do this, go to the "Shipping address" tab and fill in the required fields:

 

4) Customise your invoices by origin

 

You can personalise your invoices according to the origin of the order, with a logo and a shipping address.

In order to do this, click on the "Adaptation by origin" tab and then on "Add an adaptation" :

Fill in the required information you possess :

- The order origin and the logo (PNG format)

- The shipping address

- The deletion customisation 

 

5) Deactivating invoice generation for certain sources

 

Finally, you can select one or more sources for which you wish to deactivate invoice generation. 

In order to add them, go back to the "Options and settings" tab and go to the "Generation rules" category : add the sources in the "Disabled sources for invoice generation" field :

Sending invoices to your customers by email

 

It is possible to attach invoices generated by Shippingbo to your email notifications to customers.

 

CAREFUL Each invoice sent in a state notification will be charged at 3cts.

 

CAREFUL If a single invoice is both exported to your SFTP server and sent to your customer via a status notification, it will be charged 3cts for both actions.