In this article, you'll learn how to create invoices in Pickware – both in the Pickware Admin and via the WMS App.
Before you send invoices to your customers, you should check the configuration of your invoice documents. In the Pickware Admin, you can, among other things, enter your company details, adjust the layout, and insert your company logo. You'll find all the information on setting up and configuring documents in this article.
Creating invoices in the Pickware Admin
In the order details, you have several quick actions available. Using the corresponding quick button, you can create invoices with just a few clicks.
Alternatively, you have the option of having invoices automatically generated when an order is received. You'll find a step-by-step guide in the article on Automatic invoice creation.
Created invoices are displayed together with other order documents in the Documents tab, where they can be viewed again or downloaded at any time.
If you want to send invoices to your customers automatically by email, you'll find details here. Further information on setting up email sending is also described in the article on configuring email sending.
Optional: Adding an invoice comment
You can add an individual comment to invoices.
In the Shopify Admin, within an order, you'll find the Rechnungskommentar (Invoice comment) field in the Metafelder (Metafields) section. The text entered there is transferred to Pickware and taken into account when the invoice is created.
Alternatively, you can add a comment directly when creating an invoice in the Pickware Admin. In some cases, the comment field may appear empty even though a comment has already been entered in the Shopify Admin. The previously entered comment will nevertheless be correctly displayed on the invoice.
Creating invoices in the WMS App
If you pick orders with the WMS App, the invoice is automatically created as soon as all line items have been fully captured.
In the Pickware Admin, under Einstellungen → Shop → Versand (Settings → Shop → Shipping), you can specify for each shipping method which documents and how many copies should be printed automatically after picking. In order for documents to be printed, they must first have been generated. Invoice and delivery note are created by default. If you want to print additional document types automatically, you must first generate them, for example via a corresponding flow in the Flow Builder.
For invoices to be printed, a document printer must be configured in the WMS App. Printer setup usually takes place during the initial setup of the app, but it can be adjusted or completed at any time via the app menu under Drucker (Printers). You'll find more information on hardware setup for WMS here.