You can also manage automatic invoicing via Webshippy using the Invoice.hu invoicing program.
This way you can ensure that invoices are only issued for sealed parcels that are actually about to be sent out; but you can also automate that for failed/unreceived parcels - which are returned to our warehouse unopened (with a courier label sent by us) - our system will prompt you to cancel the invoice.
And for COD parcels, our system will set the invoices for orders received and paid to "Paid" in your Számlázz.com account.
The following instructions will help you to connect your Invoice.com account to Webshippy.
IMPORTANT!!! The integration requires registration to Számlázz.com and the Invoice Agent function.
ALWAYS CHECK that your billing software has been paid for the subscription and service fees, because without this, the billing software will NOT GENERATE THE BILL, which in turn will INCREASE THE BILL OUTPUT!
In your Számlázz.com account, you can set whether or not to allow invoicing of orders with the same order number. If this is disabled, Webshippy will be stuck with all orders that have been previously placed with the same order ID!
Create a biller profile in Webshippy
Click on the gear icon in the top right corner (Settings), then select "Billing" from the drop-down list.
Click on the Számlázz.hu logo from the options on the page.
In the first field, enter a username that will allow you to clearly identify the billing profile you have created.
In the second field, enter the Account Agent key. You can create this by scrolling to the bottom of the home page when you log in to the Számlázz.hu page:
Copy the resulting Invoice Agent key into the "Invoice Agent key" field.
Fill in the other required fields: enter the name of your bank, your bank account number, the account prefix you want to use.
IMPORTANT! In the Invoice prefix field, enter a prefix that has already been created in Számlázz.hu (you can do this in your Számlázz.hu account - see image). If it does not match the prefix in Webshippy, your orders will be stuck.
At "Official eInvoice" choose your billing method (e-Invoice or pdf invoice - if you are not sure, which one to choose, check with your accountant).
Fill in the other fields as well.
"Payment status resync" will result in the invoice being set to "Paid" in Számlázz.hu by Webshippy's system when a customer has paid for a COD parcel.
The specified "email address" will be the sender of the invoice sent, the text entered in the "email subject" field will appear as the subject of the email sending the invoice, and the "email content" will be the text of the email sent.
The text you enter in the "Invoice default comment" field will also be added to the invoice as a comment.
If you want to print the invoice and include it in the package, set the "Print invoice" option to "On". In this case, the invoice will be printed and included in the bundle (surcharge service).
If your company is exempt from tax, do not forget to set "Exempt Yes/No" to "Yes"
After saving, assign the created billing profile to your online store.
You can assign the created billing profile to your webshop later. To do this, click on "Settings" - "Sales Channels", select your Web Store by clicking on "Details", then select the billing profile under "Online Biller".
You can change the settings of the created billing profile at any time. To do so, click on "Settings" - "Billing", then on the "Details" button on the right side of the billing profile. When you are finished making changes, don't forget to save your settings.