As an eCommerce store owner, managing orders is one of the most crucial tasks you need to carry out on a daily basis. What makes this task more complex is the need to manage orders with multiple invoice formats. To make your invoicing process seamless, you need to configure your Magento 2 store to manage different invoice formats for different orders. This article provides a comprehensive guide on how to manage orders with multiple invoice formats in Magento 2.

Step 1: Install Customizable Invoice Extension

The first step in managing orders with multiple invoice formats in Magento 2 is to install a customizable invoice extension. This extension will enable you to create customized invoices for different types of orders, including orders from different countries, product types, and customer levels. With this extension, you can also customize the invoice layout, design, and format to match your store’s branding.

Step 2: Configure Invoice Settings

Once you have installed the customizable invoice extension, the next step is to configure the invoice settings. Magento 2 enables you to configure different invoice settings for different types of orders, including invoices for guest customers, registered customers, and wholesale customers. To configure these settings, follow the steps below:

1. Go to Stores -> Configuration -> Sales -> Sales Emails -> Invoice.
2. Select the Customer group for which you want to configure the invoice settings.
3. Choose a custom template for the invoice for that customer group.
4. Customize the invoice design and layout to match your store’s branding.

Step 3: Generate Invoices For Different Orders

After configuring your invoice settings, you will need to generate invoices for different types of orders. You can generate invoices manually or automate the invoicing process for some types of orders, such as subscription-based orders.

1. To generate invoices manually, go to Sales -> Orders -> Click on the specific order you want to generate an invoice for.
2. Click on the Invoice button.
3. Customize the invoice to match the format you want.

Step 4: Manage Invoices For Different Countries

If your store sells products to customers from different countries, you will need to manage invoices for each country. You can customize your invoices to display different tax rates and currencies for different countries.

1. To configure invoices for different countries, go to Stores -> Configuration -> Sales -> Tax.
2. Configure the tax rates for each country.
3. In the invoice settings, select the currency for each invoice.

Step 5: Manage Invoices For Different Product Types

If your store sells different types of products, you will need to manage invoices for each product type. You can customize your invoices to display the product names, SKUs, and prices for each product type.

1. To configure invoices for different product types, go to Stores -> Configuration -> Sales -> Invoice.
2. Select the product type you want to configure.
3. Customize the invoice to display the necessary information for that product type.

Conclusion

Managing orders with multiple invoice formats can be a daunting task, but with the right tools and configuration, it can be a seamless process. By installing a customizable invoice extension, configuring invoice settings, generating invoices for different orders, managing invoices for different countries, and managing invoices for different product types, you can stay on top of your invoicing process and provide a smooth shopping experience for your customers.