Features

Invoices

Introduction 
Are you looking to create invoices for your B2B customers? SparkLayer offers a variety of ways to allow invoices to be sent, streamlining your B2B operations:
Method
Details
Use-case
SparkLayer Invoices
Customers can view & download invoices directly via SparkLayer. 
Your invoicing requirements are relatively simple and you don't want to use additional third-party apps. Learn more in the guide below.
Metafield
Add custom invoice details within your store using special metafields that can be associated with an order (manually or automatically)
You have an existing system that is already generating invoices for your store and you can access these as files (e.g. a PDF). Learn more﻿ 
Third-party app
Tools such as Sufio allow you to automatically integrate their solution into SparkLayer.
You require invoicing beyond B2B (e.g. for your regular cusotmers also) and need more design customisation. Learn more﻿ 
Please note: this guide focuses on SparkLayer's own invoicing solution
﻿
Sending invoices via SparkLayer
Please note
SparkLayer Invoices is only available on the SparkLayer Growth, Pro, and Enterprise plan. You can change your plan here or learn more about our how pricing works.
The SparkLayer Invoice feature allows you to automatically generate professional invoices that your customers can easily download, directly from their My Account. 
﻿
SparkLayer's invoicing feature eliminates the need for third-party invoicing tools or apps and offers a seamless way to manage and share invoices with your B2B customers.
Want to see how invoices look before reading on? Click our Example Invoice below: 
Example Invoice.pdf
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Getting started
To get started with Invoices, you'll need to enable the feature. Within the SparkLayer Dashboard, go to the Settings area and switch on "Enable Invoices".
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Once enabled, you'll then see an option to edit Invoice Settings (such as the content that shows when viewing an invoice). Please see Customising invoices﻿ below for full details on how this works. 
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How invoices work
Once you've enabled invoices via the setting detailed above, the process for viewing and downloading invoices is simple for your customers. Watch our short video below to see:
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The process works as follows:
1
Your B2B customer (or sales agent) places an order via your online store.
2
After an order is placed and in a "Processing" status, an invoice is automatically generated and prefilled with your company details, items within the order, and any other additional information you've included (see "Customising invoices" below). 
3
Your B2B customer (or sales agent) can then login at any time and, when viewing a specific order, they'll see a button to "View & Download Invoice". When clicking this button, the invoice will load and they can then download as a PDF if they require.
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Important items to note
When using SparkLayer invoices, please note the following:
Item
Details
Order status
Invoices are available when an order is created (e.g. an order with a status of "Processing")
If you're using Draft orders or an order needs to be approved via Company Users﻿, the invoice will not be created until the order is completed.
Invoices are not available for orders that have a refund or cancellation applied
Order edits
❌ Editing a completed order
If you're making edits to a completed order (i.e. an order that is "Processing" but not yet fulfilled), these changes will not reflect on the invoice generated.
✅ Editing a "draft" order
If you're making an edit to an order that is in draft status, these changes will apply once the order has been completed (i.e. set to "Processing).
﻿
Customising invoices
It's possible to make customisations to your invoices directly within SparkLayer and the built-in tooling allows you to make changes in a variety of ways. 
Please note
When you make customisations to your invoices, these will take effect for all invoices that are downloaded via SparkLayer.
Content
Details
Content Zones
Content Zones allow you to add content into 'predefined sections' of the invoice such as payment terms, bank details, terms and conditions, or anything else you may require.
Default Fields
SparkLayer automatically captures a range of default fields such as your company name, phone number, and address. These will automatically show on invoices and can also be edited. 
Theming
SparkLayer also allows an advanced option with "themes" that can be modified to give you complete control over how the invoice looks. Please note, this does require advanced coding experience and documentation must be reviewed before making changes.
Content Zones
Content Zones are predefined sections of text that automatically show on the invoices  your customers see. It's a great way to add content such as payment terms, bank details, additional information, and anything else you need your customers to be aware of when viewing an invoice. 
To get started with Content Zones, go to the Settings area and ensure "Enable Invoices" is switched on. Next, within "Invoice Settings" click the Edit button. You'll then see the option to modify three separate content zones, each with a field for title and a description. 
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Field
Details
Title
This will show in larger, bold text within the Content Zone
Description
This will show in smaller text, below the title.
When a Content Zone is populated, it will then show at the bottom of the invoice. If you've included "line breaks" in your content (i.e. starting a new line for a sentence), this will display as you've entered it on the invoice.
Please note
It's not necessary to populate all three Content Zones. 
You can choose which Content Zones you'd like to use with the title and description both being optional.
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In our example below, we've illustrated how you could use a Content Zone to specify the payment details your B2B customers must use.
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﻿Including advanced data in Content Zones﻿
If you're using additional fields during the checkout process, you can also include more advanced content within Content Zones. For example, you may be using custom checkout fields﻿ to capture data such as a "Shipping date" or a "PO number". 
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We've included some ready made code samples below that can simply be copied and pasted into a Content Zone field.
Please note
Before adding this code, you'll need to make sure you have the "Additional Information" field enabled during the checkout. Learn more﻿ 
HTML
{% if purchase.customer_reference %}
Customer Reference: {{ purchase.customer_reference }}
{% endif %}
{% if purchase.customer_reference %}
Customer Reference: {{ purchase.customer_reference }}
{% endif %}
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﻿
Please note
This will show the payment type used on the order. Learn more﻿ 
HTML
{% if purchase.payment_method == "upfrontPayment" %}
A message for Pay Online by Card
{% elsif purchase.payment_method == "paymentOnAccount" %}
A message for Payment On Account
{% elsif purchase.payment_method == "paymentByInvoice" %}
A message for Pay By Invoice
{% elsif purchase.payment_method == "quote" %}
A message for Quote
{% else %}
{{ purchase.payment_method }}
{% endif %}
{% if purchase.payment_method == "upfrontPayment" %}
A message for Pay Online by Card
{% elsif purchase.payment_method == "paymentOnAccount" %}
A message for Payment On Account
{% elsif purchase.payment_method == "paymentByInvoice" %}
A message for Pay By Invoice
{% elsif purchase.payment_method == "quote" %}
A message for Quote
{% else %}
{{ purchase.payment_method }}
{% endif %}
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﻿
Please note
Before adding this code, you'll need to make sure you have a custom "shipping date" field added via custom checkout fields﻿﻿
HTML
{% for field in purchase.custom_fields %}
{% if field.name == "delivery-date" %}
Shipping Delivery Date: {{ field.value }}
{% endif %}
{% endfor %}
{% for field in purchase.custom_fields %}
{% if field.name == "delivery-date" %}
Shipping Delivery Date: {{ field.value }}
{% endif %}
{% endfor %}
﻿
﻿
Please note
Before adding this code, you'll need to make sure you have a custom "shipping date" field added via custom checkout fields﻿. The field.name should match the name you are using for your custom checkout field.
HTML
{% for field in purchase.custom_fields %}
{% if field.name == "order-notes" %}
Order Notes: {{ field.value }}
{% endif %}
{% endfor %}
{% for field in purchase.custom_fields %}
{% if field.name == "order-notes" %}
Order Notes: {{ field.value }}
{% endif %}
{% endfor %}
﻿
﻿
Please note
Before adding this code, you'll need to make sure you have a custom "shipping date" field added via custom checkout fields﻿. The field.name should match the name you are using for your custom checkout field.
HTML
{% for field in purchase.custom_fields %}
{% if field.name == "tax-id" %}
Tax ID: {{ field.value }}
{% endif %}
{% endfor %}
{% for field in purchase.custom_fields %}
{% if field.name == "tax-id" %}
Tax ID: {{ field.value }}
{% endif %}
{% endfor %}
﻿
﻿
Please note
Before adding this code, you'll need to make sure you have a custom "shipping date" field added via custom checkout fields﻿. The field.name should match the name you are using for your custom checkout field.
HTML
{% for field in purchase.custom_fields %}
{% if field.name == "delivery-date" %}
Shipping Delivery Date: {{ field.value }}
{% endif %}
{% endfor %}
{% for field in purchase.custom_fields %}
{% if field.name == "delivery-date" %}
Shipping Delivery Date: {{ field.value }}
{% endif %}
{% endfor %}
﻿
﻿
Please note
Before adding this code, you'll need to make sure you have a custom "shipping date" field added via custom checkout fields﻿. The field.name should match the name you are using for your custom checkout field.
HTML
{% for field in purchase.custom_fields %}
{% if field.name == "order-notes" %}
Order Notes: {{ field.value }}
{% endif %}
{% endfor %}
{% for field in purchase.custom_fields %}
{% if field.name == "order-notes" %}
Order Notes: {{ field.value }}
{% endif %}
{% endfor %}
﻿
﻿
Default Fields
Default fields are pre-configured for invoices and include data such as your company name, phone number, address and more. 
You can manage the default fields via the SparkLayer Dashboard by going to Settings and clicking Edit within "Store Details". To learn more about how this works, please see our full guide here﻿. 
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When set, these will show at the top of your invoice, displayed clearly to the customer. 
﻿
﻿Theming (coming soon)
Please note
Theming is only available on the SparkLayer Pro, and Enterprise plan and is currently invite-only. If you're wanting to make more advanced modifications to your invoices, please contact our team.﻿ 
SparkLayer supports full "theming" of your invoices, giving you total control over how the invoice looks such as its layout, typography, colour scheme, and anything else you may wish to edit.
Important
Powering the themes is a special programming language that does require a technical understanding before making modifications. We do recommend engaging a web developer should you wish to make use of this feature.
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﻿How to test and view invoices﻿
When you make modifications to invoicing (as detailed in "Customising invoices" above), these will immediately show when customers subsequently view an invoice online.
Currently, there is no built-in way to test and view an invoice within the SparkLayer Dashboard but we've a simple way to let you review changes. 
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The process works as follows:
Create a test order
On your website, login as a B2B customer (or as a sales agent) and proceed to place an order. The order will need to be in a "Processing" state in order to generate an invoice (i.e. not a "Draft" order).
View your order
Next, within the My Account area of SparkLayer, find and view the order you just placed
Download the PDF
On the order details page, you will see a "View & Download Invoice" button. When you click this, the invoice will then load in your web browser and can then be downloaded.
Iterate with any edits
Once you've viewed the PDF, you may want to make edits. Within the SparkLayer Dashboard, you can then follow the options within "Customising invoices" above with any changes you'd like. These will then automatically take effect the next time you view an invoice.
Whilst this process does require a degree of manual intervention, it will allow you to verify how your invoices appear and make any necessary adjustments.
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Compliance
Staying compliant with local invoicing regulations is essential for running a professional business. Every country has unique rules, from mandatory fields to tax details and legal statements. SparkLayer provides the flexibility to meet these requirements.
With Content Zones, you can customise your invoices during setup, adding payment terms, bank details, or unique legal requirements. This flexible solution ensures your invoices align with local standards. 
SparkLayer equips you with the tools to support compliance but is not an accounting or legal service provider. We are not liable for ensuring your invoices meet local regulations. Please consult a professional to verify compliance. 
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Frequently Asked Questions 
Invoices is only available on the SparkLayer Growth, Pro, and Enterprise plan. You can change your plan here or learn more about our how pricing works.
Please see "Getting started" above. Please also note, Invoices is only available on the SparkLayer Growth, Pro, and Enterprise plan.  
Please see "How to test and view invoices" above.
The invoice feature automatically detects the currency used for each order based on your customer’s location or your store’s settings. This ensures that the invoice is generated in the correct currency. 
Tax is calculated based on the settings you have configured within your store. To learn about how SparkLayer handles tax, please see our guide here﻿. 
If you’re unable to download an invoice, try the following:
Ensure the order is in a "Processing" status - this will ensure the invoice has been generated correctly and is available to download in the My Account section. 
Check your browser's settings to ensure PDFs are being downloaded correctly.
You can also contact our support team﻿ and we'll be happy to assist.
❌ Editing a completed order
If you're making edits to a completed order (i.e. an order that is "Processing" but not yet fulfilled), these changes will not reflect on the invoice generated.
✅ Editing a "draft" order
If you're making an edit to an order that is in draft status, these changes will apply once the order has been completed (i.e. set to "Processing).
Yes, you can display custom checkout fields﻿ on your invoice (e.g. Tax ID number), please see "Customising Invoices' above.
You can set payment terms using the Content Zones feature (see above). This allows you to enter "freeform" text that could detail any information you need customers to be aware of when making payments.
In our example below, we've illustrated how you could use a Content Zone to specify the payment details your B2B customers must use.
﻿
SparkLayer supports a direct integration with invoicing app, Sufio. If you're using this with SparkLayer, you can easily turn it off via the Partner Integrations area. 
If you're using SparkLayer to fully replace an invoice app you're using on your online store, you can follow standard methods to uninstall the app from your store. 
If you need to extend how your invoice looks beyond the Content Zones, SparkLayer does offer an option for Theming. Please note, this will require a web developer to assist with and we recommend speaking with our support team﻿. 
Yes. If you'd prefer to use invoices from another system, we've a full guide here﻿ on how to set this up.
The easiest way for a customer to share an invoice is for them to sign into their account, view an order, and then download the invoice. This will then generate a PDF file that can then be shared via their preferred means e.g. via emai.
At this time, it's only possible to use this feature for logged-in B2B customers that are configured via SparkLayer.
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Limitations
The SparkLayer Invoice feature will be subject to many ongoing improvements, however please be aware of the following limitations currently. 
Item
Description
Line-item tax
It is not currently possible to show line-item tax breakdowns within an invoice
Refunds, returns, cancellations
It is not currently possible to show these order status types within an invoice.
Supported languages 
We currently support the following languages: English, French, and Spanish.  
Invoices will only be downloaded in the default store language, even if your store is set up with multiple languages.
If you need support for another language, please contact  our support team﻿. 
﻿
Feedback
We've love to know if you have feedback on this feature. Let our team know by emailing [email protected] 

Method	Details	Use-case
SparkLayer Invoices	Customers can view & download invoices directly via SparkLayer.	Your invoicing requirements are relatively simple and you don't want to use additional third-party apps. Learn more in the guide below.
Metafield	Add custom invoice details within your store using special metafields that can be associated with an order (manually or automatically)	You have an existing system that is already generating invoices for your store and you can access these as files (e.g. a PDF). Learn more
Third-party app	Tools such as Sufio allow you to automatically integrate their solution into SparkLayer.	You require invoicing beyond B2B (e.g. for your regular cusotmers also) and need more design customisation. Learn more

Item	Details
Order status	Invoices are available when an order is created (e.g. an order with a status of "Processing") If you're using Draft orders or an order needs to be approved via Company Users, the invoice will not be created until the order is completed. Invoices are not available for orders that have a refund or cancellation applied
Order edits	❌ Editing a completed order If you're making edits to a completed order (i.e. an order that is "Processing" but not yet fulfilled), these changes will not reflect on the invoice generated. ✅ Editing a "draft" order If you're making an edit to an order that is in draft status, these changes will apply once the order has been completed (i.e. set to "Processing).

Content	Details
Content Zones	Content Zones allow you to add content into 'predefined sections' of the invoice such as payment terms, bank details, terms and conditions, or anything else you may require.
Default Fields	SparkLayer automatically captures a range of default fields such as your company name, phone number, and address. These will automatically show on invoices and can also be edited.
Theming	SparkLayer also allows an advanced option with "themes" that can be modified to give you complete control over how the invoice looks. Please note, this does require advanced coding experience and documentation must be reviewed before making changes.

Field	Details
Title	This will show in larger, bold text within the Content Zone
Description	This will show in smaller text, below the title.

Item	Description
Line-item tax	It is not currently possible to show line-item tax breakdowns within an invoice
Refunds, returns, cancellations	It is not currently possible to show these order status types within an invoice.
Supported languages	We currently support the following languages: English, French, and Spanish. Invoices will only be downloaded in the default store language, even if your store is set up with multiple languages. If you need support for another language, please contact our support team.

Updated 20 Jan 2025

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Company Users

Backend

Invoices

Introduction

Sending invoices via SparkLayer

Getting started

How invoices work

Important items to note

Customising invoices

Content Zones

Default Fields

﻿Theming (coming soon)

﻿How to test and view invoices﻿

Compliance

Frequently Asked Questions

Limitations

Feedback

Theming (coming soon)

How to test and view invoices