Invoices in pixi* are usually generated automatically when orders are shipped out - check Automatic Invoice Printing for more information. Credits are also generated automatically when a return is created - check Returns and Replacements for more information.

However, it may be necessary to create invoices and credits manually. For example, if you need to invoice additional services to the customer, such as repairs.

Understand the Invoice Creation Mode

You can check who created the invoice and the creation mode for the invoice in the invoices list on the Invoices tab in pixi* Customer Service.

• Creation Mode – Creation mode tells you which process was used for creating the invoice:

  • 1SS - Invoices were created by 1-Scan-Shipping.

  • Automatic - Invoices were created and printed automatically through the normal shipping process.

  • Manual - The invoice was created manually.

  • Direct - Invoices were created by direct invoice printing.

• Created by – Name of the user that created the invoice.

Important Fields in the Invoices Tab

• Discount Voucher: Voucher total or discount sum of the invoice.

• Discount Total: Discount total from specific invoice lines.

• Gross Total: Total of all items incl. shipping costs.

• Inv Date: Invoice creation date.

• Shipment Tracking ID: After the shipment has been processed or when the daily close was done, the tracking ID will be displayed here.

• Return Tracking ID: In case the return label has also been created by pixi*, its tracking ID is shown here.

• Paid Sum: How much of the total has been paid already?

• CCP TransID: Credit card or transaction ID. It is automatically imported for credit card transactions.

• Document Server: Indicates whether the invoice has already been uploaded to the document server as a PDF file.

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Create New Invoice Manually

You can create a new invoice if e.g. additional shipping costs or repair costs are incurred. If you want to create a manual invoice, do the following:

1. In the Search tab in pixi* Customer Service, select the respective customer from the results list and open the Customer Account tab.

2. Click the New Event button. The event selection window opens:

   • Select the option Invoice from the list.

   • Select the Match with selected event check box if you want to assign the invoice to a previously selected payment in the customer account.

   • Click OK.
     

3. A new payment details window opens in which you can specify the address of the customer, the payment method, an item text, the applicable VAT and the amount.

4. You can enter the text of the item line for the invoice directly in the dialog box, which is then displayed as the invoice line in the Invoices tab and in the history of the customer account.
   
   
   

5. Click the Create button to generate the invoice or click Create and Print to generate and print the invoice.

**If you are using multi-currency in pixi*.

Automatic e-mails are not sent for manually created invoices or credits.

See also: Customer Account

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Create New Credit Manually

You can create a new credit, if, for example, a partial amount is to be refunded because the customer complains about a defect and wants a partial refund of the amount paid. If you would like to create a manual credit, proceed as follows:

1. In the Search tab in pixi* Customer Service, select the respective customer from the results list and open the Customer Account tab.

2. Click the New Event button. The event selection window opens:

   • Select the Credit option from the list.

   • Select the Match with selected event check box if you want to assign the invoice to a previously selected payment in the customer account.

   • Click OK.
     

3. A new payment details window opens in which you can specify the address of the customer, the payment method, an item text, the applicable VAT and the amount. The address and payment details will be filled out automatically.

   • Every manual credit must refer to an invoice. This means you have to select an invoice that will be used as a reference (also for DATEV export). The amount of the credit cannot exceed the amount of the selected invoice.

4. You can enter the text of the item line for the credit note directly in the dialog box, which is then displayed as a credit line in the Returns tab and in the history of the customer account.

5. Click the Create button to create the credit note or Create and Print to create and print the credit memo. The credit will be printed out with the customer details. If changes have been made in the creation, these are on the printout.
   
   

Automatic e-mails are not sent for manually created invoices or credits.

See also: Customer Account

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