Magento 2 Invoice Email Automation for customer and accounting
SKU: INVOICEEMAILAUTO1
- invoice as PDF is emailed to the customer automatically
- copy to accounting, rules by payment method, country, group
- delay, retry on errors and a log
- resend as admin action, template per store view
Einmaliger Kauf · inkl. 12 Monate Updates · zzgl. MwSt.
Magento 2 Invoice Email Automation: no more clicks between invoice and inbox
With the Magento 2 invoice email automation from Mironsoft the invoice reaches the customer without manual work. As soon as an invoice exists, the module sends it as a PDF by email, attaches a copy for accounting if you wish and logs every dispatch. Rules by payment method, country and customer group control who receives what. Whether the invoice is created manually or automatically makes no difference.
PDF attached
The invoice is attached to the email as a PDF, in the layout of your invoice PDF.
Copy to accounting
One or more internal addresses receive the invoice as a copy, optionally as a blind copy.
Rules
Dispatch by payment method, country, customer group, store view or minimum amount; zero invoices can be excluded.
Delay
You set how many minutes after the invoice is created the email goes out.
Log
Every dispatch appears in an admin list with time, recipient and result.
Resend
From the invoice or the list the email can be triggered again.
Why you should automate Magento 2 invoice email dispatch
In many shops the invoice is created but not sent cleanly every time. The tick box to send a copy of the invoice by email is forgotten, accounting receives the PDFs by manual forwarding, and the customer calls because nothing arrived. That is why merchants look for Magento 2 invoice email automation, for a way to send the Magento 2 invoice by email or for a Magento 2 invoice PDF attachment.
Anyone who automates Magento 2 invoice email dispatch closes this gap. Sending hangs on an event, not on an employee’s attention. Errors are retried and logged, and accounting receives its copies without forwarding.
Magento 2 invoice email automation: trigger and delay
As the trigger you choose the creation of the invoice or a switch to a certain order status. A delay in minutes gives you room if invoices are still being reviewed. Dispatch runs through the Magento queue via cron so that creating the invoice does not get slower. Invoices that have already been sent are not sent twice.
- Trigger invoice or order status
- Delay in minutes configurable
- Dispatch via queue, no duplicate emails
Rules for invoice dispatch by payment method, country and customer group
Not every invoice should have the same recipients. With rules you define that prepayment invoices go out immediately, invoices for wholesale customers go additionally to a purchasing address, and invoices for a specific country go to the responsible accounting team. Amounts below a limit or zero invoices are excluded. If no rule applies, the default setting is used.
- Conditions: payment method, country, group, amount
- Additional recipients per rule
- Exclusion of zero invoices
Email template and PDF attachment of the automatically sent invoice
The invoice email uses a template per store view that you edit in the admin like any Magento email. Placeholders for name, order number and invoice number are available. The PDF attachment matches your shop’s invoice PDF, in the layout of the Mironsoft PDF module if you use it. File name and subject can be set with placeholders.
- Template and subject per store view
- Placeholders for name, order and invoice number
- File name of the PDF freely definable
Log, retry and resend in Magento 2 invoice email automation
Every dispatch appears in an admin list with time, recipient, invoice number and result. If a dispatch fails, the module tries again after a configurable pause and reports through an admin notice after the last retry. A mass action resends invoices, for example after correcting an email address. A cron deletes old log entries after a period you set.
- Admin list with result per dispatch
- Retry on errors and admin notice
- Mass action Resend, cleanup via cron
Where Magento 2 invoice email automation helps in everyday shop work
Typical situations in which Magento 2 invoice email automation has to run reliably.
Prepayment and instant payment
The invoice reaches the customer minutes after payment without anybody triggering it.
Accounting without forwarding
The team receives every invoice as a copy, sorted by country or company.
B2B with a purchasing department
Large customers receive the invoice additionally at a fixed address of their purchasing department.
High order volume
During campaigns Magento 2 invoice email automation sends hundreds of invoices without manual steps and with a log.
Magento 2 invoice email automation: comparison without and with the module
The difference to manual dispatch and manual forwarding.
| Topic | Without the module | With Mironsoft Invoice Email Automation |
|---|---|---|
| Trigger | Tick box when creating the invoice | Automatic through event or status |
| Recipients | Customer only | Customer, accounting, further addresses by rule |
| Not part of the standard dispatch | PDF as attachment | |
| Control | No overview | Log with result |
| Errors | Noticed only when the customer calls | Retry and admin notice |
How we set up Magento 2 invoice email automation for you
The process after your order.
Agreement
You decide when Magento 2 invoice email automation sends, who receives copies and which invoices are excluded.
Installation
We install the module and configure Magento 2 invoice email automation with trigger and delay.
Email template
We design subject, text and file name per store view and agree them with you.
Test
We check Magento 2 invoice email automation dispatch, rules, attachment, retry on errors and the prevention of duplicate emails.
Handover
Your team gets an introduction to rules, log and resend.
Delimitation from auto invoice and shipment, PDF invoice and email attachments
The auto invoice and shipment module creates invoice and shipment automatically, the PDF invoice from Mironsoft designs the document, and the email attachments module adds files to emails. Magento 2 invoice email automation takes care of sending an existing invoice to the right recipients.
All three modules can be combined: create, design and send the invoice. Legal questions, for example on retention and email delivery of invoices, are reviewed by the shop operator. The configuration runs in the admin and loads no JavaScript in the Hyvä frontend.
No download — personal setup instead
Invoice Email Automation is not listed here as a ready-made download file for self-installation. The purchase is a service commission: we get in touch after the purchase, install the Magento 2 invoice email automation in your shop and agree on trigger, rules, recipients and email template together with you.
Frequently asked questions
Everything important about trigger, rules, log and the purchase process.
How can I send the invoice automatically in Magento 2?
How can I attach the invoice as a PDF in Magento 2?
How can I send the invoice to accounting automatically?
Can I delay the dispatch?
What happens if email delivery fails?
How do I avoid duplicate invoice emails?
How can I resend an invoice?
Can zero invoices be excluded?
Does Magento 2 invoice email automation work with Hyvä?
Can I download and install the module myself?
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Magento 2 Invoice Email Automation – Mironsoft