Sufio invoicing
Applies toShopify
What it does
Sufio (opens in a new tab) is an invoicing app for eCommerce platforms such as Shopify and BigCommerce. It creates designed invoices, with features such as a customisable design and support for multiple currencies. See Sufio in the Shopify App Store (opens in a new tab).
With the integration, B2B customers can open the invoice for each order they place from the order in My Account. They click View & Download Invoice on the order and go to their Sufio invoice, where they can see the details and download it as a PDF.
To see it in action, sign in to our B2B demo store (opens in a new tab) and open an order in My Account.
What syncs and in which direction
Your invoices stay in Sufio. SparkLayer links to them from each order.
| Data | Direction | Details |
|---|---|---|
| Invoices | Sufio to My Account | For each order, a View & Download Invoice button in My Account opens the customer's Sufio invoice. |
Sufio can also email customers a copy of their invoice and send reminders. See Sufio's guide to custom invoice sending (opens in a new tab).
Set up Sufio
Check the requirements, turn on the integration, then place a test order.
Requirements
- A Sufio account, with the Sufio Shopify app (opens in a new tab) installed on your store.
- A Shopify store connected to SparkLayer. See Shopify.
Connect Sufio
- Install the Sufio app on your Shopify store, if you haven't already.
- In the SparkLayer Dashboard, go to
SparkLayer Wholesale,Integrations,Partners (in your Shopify admin). - Under Invoicing, turn on the switch next to Sufio.
There's nothing else to set up.
Test the integration
- Sign in to your store as a B2B customer.
- Place an order with one of the available payment methods.
- If you used an offline payment method, such as Pay by Invoice, complete the draft order in the Shopify admin so it appears in Orders (opens in your Shopify admin in a new tab).
- On your store, as the B2B customer, open My Account and click the order.
- Check the View & Download Invoice button is there.
Limitations
- If you're installing Sufio for the first time, invoices only show for new orders.
To attach invoices to orders by hand instead, see Credit limits and net terms.
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