When a seller and a buyer conclude a purchase agreement for goods or services, an invoice must be issued.
It is given to the buyer by the seller when the goods or services are delivered.
Whether the buyer is a private individual or a professional, the invoice is the legal proof of the existence of a financial transaction between two parties.
Let’s take a look at what an invoice is, what legal information is required to create an invoice, and how to manage them in Prestashop.
What is an invoice slip?
When several invoices are issued for the same customer over a certain period, usually monthly, it can be useful to group them together for processing.
In this case, all these invoices are grouped together in an invoice slip.
A summary document is added to the invoice slip.
The whole package is sent to the customer at the end of the month, and a single payment is expected, corresponding to the total amount of the invoices included in the slip.
Using an invoice slip has the advantage of simplifying the management of your invoices.
You send them once a month and expect a single payment in return.
In the end, it’s simpler and quicker to manage than processing invoices as they come in and checking payment.
What information must appear on an invoice?
An invoice is both a simple and a complex document.
Simple, because it identifies a seller, a buyer and a list of products or services with quantities and prices.
The invoice is also a complex document, in the sense that it constitutes legal proof of the transaction between seller and buyer.
It is at once a commercial, legal and accounting document.
Consequently, to be valid, an invoice must include a certain number of indications.
All invoices must include the following information, as defined in article L441-9 of the French Commercial Code:
- Unique invoice number,
- Date of issue,
- Seller’s identity and contact details,
- Buyer’s identity and contact details,
- Invoice address if different from buyer’s address,
- Quantity and precise description of products and services sold,
- Unit price excl,
- Discounts granted,
- Total amount to be paid, excl,
- Terms of payment,
- Late payment penalties.
For certain categories of products, listed by decree no. 2021-609 of May 18, 2021, the legal warranty of conformity and its duration (minimum two years) must also be indicated.
How do I manage invoices on Prestashop?
Prestashop natively allows you to manage your invoices.
Use the “Activate your invoices” option.
You can customize them (logo, content, etc.).
Using Prestashop’s automatic invoice generation ensures that all legal information is included.
While Prestashop’s invoice management feature has the merit of existing natively, the functionality is nevertheless limited.
If you want to perform more complex operations than generating and sending an invoice, you’ll need to use a dedicated module.
There are many Prestashop modules that can be used to add new invoice management functionalities.
In the case of a billing slip, the module needs to be able to group invoices together for later processing.
Invoices must therefore be able to be exported en masse for grouping.
It must be possible to manage the billing slip with a summary of the invoices and the total amount.
This can then be sent to the customer to request payment.
Additional billing modules
The “Monte à Bord Victor” web agency provides e-tailers with a number of interesting
interestingPrestashop modules for e-commerce billing management, such as :
- Invoice exclusive of tax
- Export invoices and credit notes
- Customer messages on invoice
- Invoice by email or fax
- Pay by invoice with or without deposit
- Distinguishing between orders and invoices
- Pay multiple invoices
To conclude on the e-commerce billing slip
Using an invoice slip has many advantages for an e-commerce site, especially in B2B.
It enables you to group together a customer’s invoices and send them to the customer for payment at once.
Prestashop’s native functions for managing invoices are limited.
To manage invoicing slips, you need to use an additional Prestashop module.
Thanks to my experience in e-commerce site development and my knowledge of Prestashop in particular, I can help you set up your billing slips.
Please don’t hesitate to contact me so that we can discuss your needs and the solutions available to meet them.