Have you decided to use the PDF Invoices App to efficiently manage your invoices? Great choice! Follow this step-by-step guide to set up the app and start using it smoothly.
Installing the PDF Invoices App
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Log in to your ikas dashboard.
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Navigate to Apps > App Store and install the PDF Invoices App.
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Once installed, you’ll find it under Apps > My Apps.
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Open the app and go to Settings > General Settings.
Configuring Invoice Numbers
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Set the starting value for your invoice numbers.
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Define a prefix and suffix (before and after the number).
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A preview of the invoice number format is shown below the input fields.
Configuring Customer Numbers
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Set the starting value for your customer numbers.
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Define a prefix and suffix.
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A preview of the customer number format is shown below the input fields.
Uploading a Logo
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Upload a logo to appear on your invoices.
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Recommended size: 1200x700 pixels.
Automatic or Manual Invoice Creation
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Use the checkbox to choose between automatic or manual invoice generation.
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If set to automatic, invoices will be generated once a payment is received.
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Country selection: You can limit automatic generation to specific countries.
Adding Merchant Information
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If you want to manually enter seller details, enable the checkbox and fill in the required data.
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You can also choose to display the address in the top-left corner of the invoice.
Tax and Small Business Regulation
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Use the checkbox to add tax information to the invoice footer (e.g. “Prices incl. VAT”).
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If your business qualifies for the small business regulation, you can enable this option as well.
Sales Channels and Additional Information
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Select sales channels for which no invoice should be generated.
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Add extra fields such as remarks or bank details to the invoice.
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In the footer, you can choose between default content or country-specific content.
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Set the default language or assign specific languages to certain countries.
Don't forget to save your settings!
Creating and Managing Invoices
Automatic Invoice Creation
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Based on your settings, invoices are automatically created after payment confirmation.
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You can find the invoice in the order details under Invoices or in the timeline.
Manual Invoice Creation
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Open the relevant order.
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Click the three dots (… icon) in the top right corner and select Create Invoice (with the PDF Invoices icon).
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The invoice will appear in the order under Invoices or in the timeline.
Viewing and Managing Invoices in the App
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In the app, there is a dedicated Invoices tab that lists all generated invoices.
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Click Details on the relevant order to:
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Create a new invoice,
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Preview the invoice,
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View, print, or regenerate an existing invoice.
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