Description: Allows automatic generation and management of tax documents (invoices) directly from completed sales, integrating with the external eInvoix service.
What is it for? (Practical examples)
This tool is essential to automate the invoicing process and ensure tax compliance for online sales.
- Automatic generation: Use it to create and automatically send electronic invoices as soon as an order is paid, eliminating manual intervention.
- Centralized storage: Enables tracking the invoicing status of each order directly within the sales management platform.
- Tax validation: Ensures that the customer's tax data (VAT number and Tax Code) are valid before proceeding with document generation.
Main features
1. Document management per order
Within the detail tab of each order (in the "Fatturazione Vendite" module), there is a dedicated eInvoix section that allows you to:
- Generate the document: If the document has not yet been created, it can be generated manually. The Subject and Notes to include in the invoice will be requested.
- Synchronize the document: If the document was created internally but not yet sent to the eInvoix service, it is possible to force its sending and synchronization.
- View status: Once the document has been correctly generated on the external service, a confirmation message with the creation date is displayed.
- Delete the document: It is possible to delete the tax document linked to the order, if necessary.
2. Automatic data validation
The system automatically verifies the billing data entered by the customer (VAT number and Tax Code) before proceeding with document generation, ensuring that the data are in a correct and complete format (for example, it checks for the presence of the Company Name if a VAT number has been entered).
3. Error management
In case of problems during generation (e.g., missing or invalid tax data, or duplicate documents), the system notifies the user with a clear message indicating the cause of the error.
How to configure
Module configuration is divided into two phases: authentication with the external service and definition of automation rules.
Authentication (Connection to the eInvoix service)
To activate the module, you need to link your eInvoix account by providing the API credentials.
| Field | Description |
|---|---|
| Seller identifier | The unique identifier provided by the eInvoix service (usr). |
| Authorization code | The secret authorization code provided by the eInvoix service (pwd). |
Configuration options
The main settings are found in the plugin configuration panel.
| Option | Description |
|---|---|
| Ignore mandatory fields | If enabled, allows generating tax documents even if the customer has not provided the VAT number or Tax Code. Warning: using this option may not guarantee full tax compliance. |
| Automatic invoice sending | If enabled, the system attempts to automatically generate and send the invoice to the eInvoix service as soon as the order is marked as paid. |
| Apply stamp duty | If enabled, automatically adds the amount of €2 for stamp duty to all invoices whose total amount exceeds €77.47. |
| Default notes | Default text that will be automatically inserted in the "Notes" field of each newly generated document. |
Automatic integrations
Scheduled automatic generation
If the "Automatic invoice sending" option is active, the system periodically checks paid orders that do not yet have an associated tax document.
1. Document creation: A provisional document is created using the order and customer data.
2. Synchronization: The document is sent to the eInvoix service for electronic invoice generation.
3. Error notifications: If automatic generation fails (e.g., due to incomplete or invalid tax data), the system sends a notification to the administrator, indicating the specific order and the reason for the error, so the user can intervene manually.
Document status in the order list
The module adds a column in the sales summary table (in the "Fatturazione Vendite" module) that immediately shows the status of the tax document linked to that order:
- N/A: No document associated.
- Not sent: Document created internally but not yet synchronized with eInvoix (often due to a validation error).
- Invoice (or other document type): Document correctly generated and synchronized with the external service.
