Solidshop automatically generates an invoice for every paid order. Invoices are numbered per store, carry a snapshot of the order’s line items and taxes, and can be downloaded as PDF from the admin or the customer account.
Core vs. Advanced plugin. The core provides auto-generation
(manual or on payment), credit notes, and one ready-made PDF layout
(Default). The
Advanced Invoice plugin (coming soon) adds custom
number formats (e.g. INV-{YEAR}{MONTH}-{SEQ:5}), per-store sequences
with optional yearly or monthly resets, recurring invoices, an approval
workflow, three additional PDF layouts (Modern,
Compact, Detailed), an optional signature
block (text or image) on the layout, a multi-currency display option, and a
companion task plugin that generates the PDF and emails it to the customer.
Invoices you generate from the core continue to work after installing the plugin.
When an invoice is generated
By default, an invoice is created when an order reaches a paid state. You can also generate one manually from any order by opening the order detail page and clicking Generate invoice. The invoice is then visible at Solidshop → Invoices and from the customer’s account area under Invoices.
Invoice layouts
Each invoice has a Layout setting that controls how the PDF renders. The core ships with one layout; the Advanced Invoice plugin (coming soon) adds three more.
| Layout | Source | Best for |
|---|---|---|
| Default | Core | A balanced, neutral template that works for most stores |
| Modern | Advanced plugin | Clean typography and generous whitespace for premium brands |
| Compact | Advanced plugin | Dense layout for short receipts and small-ticket orders |
| Detailed | Advanced plugin | Expanded line items with SKU, tax breakdown, and extended notes — useful for B2B |
You can change the layout on any individual invoice from its edit screen. To set a different default for new invoices, go to your store’s Invoices tab.
Approval workflow
By default, every invoice is created in the Issued state and is immediately ready to send. The Advanced Invoice plugin (coming soon) adds an optional approval workflow that routes new invoices to Pending approval so a manager can review and approve them before they reach the customer.
Invoices can move through these statuses:
- Pending approval — awaiting human review. Only set when the Advanced plugin’s approval workflow is enabled.
- Issued — approved and officially dated. The invoice number is locked and the PDF is ready to email or download.
- Void — cancelled. A voided invoice stays in the system for audit but is clearly marked and cannot be credited again.
With the workflow enabled, approve an invoice by opening it and clicking Approve in the toolbar.
Credit notes
A credit note is the opposite of an invoice — it documents a refund or return. From any issued invoice, click Credit note in the toolbar. Solidshop creates a new document that references the original invoice, mirrors its line items as negative amounts, and is numbered in the same sequence.
One credit note per order is supported — once a credit note exists for an order, the Credit note action becomes a no-op for any further invoices on that order.
Notes on an invoice
Each invoice has two free-form text fields:
- Note — internal note, not printed on the PDF or shown to the customer.
- Customer note — printed on the PDF and visible in the customer’s invoice view. Use it for thank-you messages, payment instructions, or tax-exemption wording.
Emailing invoices. The core emails an order confirmation which includes an invoice link for the customer to download. Automatic email delivery of the PDF itself is part of the Advanced Invoice plugin.