Description: This tool allows you to generate, manage, and automatically send fiscal documents (such as invoices, quotes, and proforma invoices) directly from the system's sales and orders, synchronizing with the Fatture in Cloud service.
What is it for? (Practical examples)
Use the Fatture in Cloud integration to:
- Automate invoicing: Automatically create and send an invoice to the customer as soon as the order payment is recorded.
- Centralize document management: Generate quotes or proforma invoices directly from the order page, keeping all related documents in one place.
- Convert documents: Turn an accepted quote into an invoice with a single click, without re-entering data.
Main Features
Document Management per Order
Within each order page, there is a dedicated panel for managing fiscal documents:
- Document Creation: Allows selecting the type of document (Invoice, Quote, Proforma, or Transport Document) and generating it immediately, synchronizing it with Fatture in Cloud.
- Viewing and Link: If the document has been generated, you can view the direct link to consult it on the Fatture in Cloud platform.
- Document Conversion: Enables converting an existing document into another type (e.g., a Proforma into an Invoice), automatically updating the reference.
- Document Deletion: Allows deleting the document both from the system and from the Fatture in Cloud platform.
- Sending Status: Indicates if and when the document was sent to the customer via email.
Sending and Customization Tools
Before sending, you can access an advanced configuration screen:
- Email Customization: Use an editor to modify the subject and body of the email message accompanying the document.
- Custom Recipients: Add or modify email addresses and phone numbers of recipients, even if different from those of the registered customer.
- SMS Sending: Enable sending a personalized SMS notification, selecting the sender and editing the message text.
- Send Scheduling (Invoices): For invoices not yet sent to Fatture in Cloud, you can schedule automatic sending as soon as the order receives payment.
- Shortcodes: Use predefined variables (such as customer name, order URL, product details) to dynamically customize the content of the email and SMS.
How to Configure
Basic settings are accessible in the plugin configuration panel.
| Configuration Option | Description |
|---|---|
| Rivalsa INPS | If enabled, automatically applies the INPS surcharge (4%) to all generated invoices. |
| Ignore mandatory fields | Allows generating documents even if the customer has not provided VAT number or Tax Code (useful for international sales or specific cases). |
| Automatic invoice sending | Enables automatic generation and sending of invoices upon payment receipt (see Integrations section). |
| Apply stamp duty | If enabled, automatically adds the stamp duty (€2) to all invoices with an amount exceeding €77.47. |
| Custom numbering | Allows adding a suffix to document numbering (e.g., 1/A, 2/A). |
| Tax configuration | Maps the VAT rates used in the system with the corresponding tax codes on Fatture in Cloud. This configuration is mandatory to generate documents. |
| Payment configuration | Associates payment methods used in the system (e.g., Credit Card, Bank Transfer) with payment methods registered on Fatture in Cloud. |
| Default notes | Default text that will be inserted in the "Notes" field of each new generated document. |
Automatic Integrations
Automatic synchronization of paid orders
If the "Automatic invoice sending" option is enabled in the settings, the system performs a regular and automatic check:
1. Payment Detection: When an order is marked as paid and does not yet have an associated fiscal document.
2. Invoice Generation: A new Invoice (or the document configured as template) is created using the order and customer data.
3. Synchronization and Sending: The invoice is immediately synchronized with Fatture in Cloud and sent to the customer via email (and SMS, if configured).
Payment Management
When a partial or full payment is recorded on an order:
- The system automatically updates the status of the linked fiscal document, recording the amount paid.
- If the amount paid covers the total of the document, the status is updated to "paid" and the information is synchronized with Fatture in Cloud.
Automatic email sending
The plugin uses a dedicated email template ([DOCUMENTO] New Document) that can be customized in the email management area. This template is used to send the generated document to the customer.
Note: If the document has been synchronized with Fatture in Cloud, the email sending is managed directly by the Fatture in Cloud platform to ensure the correct attachment and traceability.
Key Differences
This tool is designed for the fiscal and accounting management of your orders. Use it to create official documents (Invoices, Proforma) that must be recorded in your accounting. It is not intended for simple order summary communication, for which you should use the system's standard notification templates.
