When an order is validated in your store, three documents are automatically generated: an invoice, a delivery note and a preparation note.
You can customize these documents to match your corporate identity and the information you wish to pass on to your customers.
Go to Settings (cogwheel) > Orders & Invoices and select:
- "Invoicing" to customize your invoice
- "Preparation slips" to customize your preparations slips
- "Delivery notes" to customize your delivery notes
You can:
- Click on the default document and select Customize
- Download the .odt file to your computer. Open your file with Libre Office or Open Office, then make your changes.
- Once your file has been modified, return to your administration area and click on "Browse" to upload your file. A pop-up window will appear, asking you to download a test invoice and check that you are happy with the display. Click on Yes to validate the template.
- Once your template has been validated, you can view it again, in PDF format
- Your new invoice template will now be applied to your new orders!
Software programs to use
These documents can be edited using free word-processing software.
The first step is to download LibreOffice or OpenOffice on your computer. It will allow you to open and edit your file by default.
⚠️ Watch Out
Only these two programs will be compatible with our system. You will not be able to use Word or Google Docs, for example.
Editable elements
You can change everything about the presentation of your templates: add your logo, modify titles and customize the table.
Dynamic variables
If you wish to add new variables, it's essential to spell them correctly. To do this, we recommend that you use the template provided to make your modifications.
Here is the complete list of variables available to you. Not all are used in the default template, so you'll have more choice and freedom.
| Variable | Designation | Mandatory? |
| {COMPANY_NAME} |
Name of your company Ex : WiziShop |
no, you can add it directly in the file |
| {URL_SITE} |
Complete URL of your site Ex : https://www.wizishop.com |
no, you can add it directly in the file |
| {SITE_URL_LINK} |
Complete URL of your site (a link will be added) Ex : https://www.wizishop.com |
no, you can add it directly in the file |
| {COMPANY_ADDRESS} |
Postal address of your company Ex : 8 avenue Malaussena |
can be substituted by {ADRESSE_SOCIETE_ COMPLETE} |
| {COMPANY_POSTCODE} |
Post code of your company Ex : 10028 |
can be substituted by {ADRESSE_SOCIETE_ COMPLETE} |
| {COMPANY_CITY} |
City of your company Ex : New York |
can be substituted by {ADRESSE_SOCIETE_ COMPLETE} |
| {COMPANY_PHONE} |
Phone number of your company Ex : 01 23 45 67 89 |
no, you can add it directly in the file |
| {COMPANY_FULL_ADDRESS} |
Complete address of your company Ex : 1001 5th Ave, New York NY 10028 United States |
can be substituted by {COMPANY_FULL_ADDRESS}, {COMPANY_POSTCODE} et {COMPANY_CITY} |
| {INVOICE_ID} |
Invoice number Ex : W-2023-000001 |
yes |
| {INVOICE_DATE} |
Date of the invoice Ex : 01/01/2023 |
yes |
| {ORDER_ID} |
Number of the order Ex : 000001 |
yes |
| {CUSTOMER_ID} |
Customer number Ex : 000001 |
no |
| {PAYMENT_METHOD} |
Payment method used Ex : Credit card |
yes |
| {DELIVERY_METHOD} |
Delivery method used Ex : Click & Collect |
yes |
| {DELIVERY_IMAGE} | Image, logo attached to the delivery | no |
| {DELIVERY_DESIGNATION } |
Description of the delivery method used |
no |
| {DELIVERY_NAME} |
Name and first name indicated on the delivery address |
no |
| {DELIVERY_COMPANY} |
Company (if any) indicated on the delivery address |
no |
| {DELIVERY_TEL} |
Telephone number of the customer indicated on the delivery address |
no |
| {DELIVERY_ADDRESS} |
Postal address indicated on the delivery address |
no |
| {DELIVERY_POSTAL_CODE} |
Postcode indicated on the delivery address |
no |
| {DELIVERY_CITY} |
City indicated on the delivery address
|
no |
| {DELIVERY_COMPLETE_ADDRESS} |
Complete delivery address (with line breaks) |
no, it is possible to use each variable separately or this complete variable |
| {BILLING_NAME} |
Last name and first name indicated on the billind address |
no |
| {BILLING_COMPANY} |
Company (if any) indicated on the billing adress |
no |
| {BILLING_ADDRESS} |
Address indicated on the billing address |
no |
| {BILLING_POSTAL_CODE} |
Post code indicated on the billing address |
no |
| {BILLING_CITY} |
City indicated on the billing address |
no |
| {BILLING_FULL_ADDRESS} |
Complete billing address |
no, it is possible to use each variable separately or this complete variable |
| {CUSTOMER_VAT} |
VAT number of the customer |
no |
| {TOTAL_EXCL_TAX} |
Total of the order (shipping and options included) |
yes |
| {TOTAL} |
Total of the order (paid by the customer) |
yes |
| {ECOTAX} |
Indicate if there is |
yes |
| {COMPANY_COUNTRY} |
The country of your company |
no, you can add it directly in the file |
| {COMPANY_REGISTRATIO N_NUMBER} |
Your company registration number |
no, you can add it directly in the file |
| {COMPANY_VAT} |
VAT number |
no, you can add it directly in the file |
| {COMPANY_VAT_TEXT} |
VAT number |
no, you can add it directly in the file |
| {COMPANY_TYPE} |
Type of legal structure of your company |
no, you can add it directly in the file |
| {COMPANY_CAPITAL} |
Share capital of your company |
no, you can add it directly in the file |
| {COMPANY_CAPITAL_TEXT} |
Share capital of your company |
no, you can add it directly in the file |
| {COMPANY_WITHDRAWAL } |
Withdrawal sentence defined in your administration area |
no, you can add it directly in the file |
The different loops to use
Each template must contain five loops: one encompassing the entire content (excluding header and footer), and one inside the table, in the single row. The last two are used to indicate VAT and shipping costs:
- The first loop starts with "[!-- BEGIN FACTURES --]" and ends with "[!-- END FACTURES --]"
- The second loop must start at the beginning of the first column and row with "[!-- BEGIN row.PRODUCT --]" and end at the end of the last column with "[!-- ENDrow.PRODUCT --]"
- The last loops must be inserted in the summary table, in the same format as the INVOICES loop, but must bear the names CHARGES, PROMO and VAT respectively.
Here are the variables available for each of the loops:
- Dynamic variables in the PRODUCTS loop:
| Variable | Designation | Mandatory? |
| {PRODUCT_REFERENCE} | Reference of each product ordered | yes |
| {CODEBARRE_PRODUIT} |
Bar code of each product ordered |
yes |
| {PRODUCT_IMAGE} | Photo of each product ordered | no |
| {PRODUCT_NAME} | Name of each product ordered | yes |
| {PRODUCT_BRAND} | Name of the product brand | yes |
| {PRODUCT_VARIANT} |
Selected variations (if any) for each product ordered |
yes |
| {PRODUCT_CUSTOMIZATION} | The customization options selected (if any) for each product ordered | yes |
| {PRODUCT_UNIT_PRICE_ EXCL_TAX} | Unit price excl. VAT of each product | no |
| {PRODUCT_UNIT_PRICE_ VAT_INCLUDED} | Unit price including VAT for each product | no |
| {PRODUCT_QUANTITY} | Quantity of each product | yes |
| {PRODUCT_VAT} | VAT for each product | yes |
| {PRODUCT_PRICE_VAT_INCLUDED} | Total price including VAT for each product | yes |
- Dynamic variables for the CHARGE loop:
| Variable | Designation | Mandatory? |
| {CHARGE_TYPE} | Type of shipping costs (excluding VAT, including VAT, percentage) | yes |
| {CHARGE_AMOUNT} | Shipping amount | yes |
- Dynamic variables for the PROMO loop :
| Variable | Designation | Mandatory? |
| {DISCOUNT_NAME} | Discount code entered by the customer | yes |
| {DISCOUNT_AMOUNT} | Discount amount | yes |
- Dynamic variables for the TVA loop :
| Variable | Designation | Mandatory? |
| {VAT_TYPE} | VAT percentage | yes |
| {VAT_AMOUNT} | VAT amount | yes |
☝️ Good to know
No variable linked to the customer's billing address will be present in the preparation order. The variables below can therefore only be used in your delivery note and order invoice:
{BILLING_NAME}
{BILLING_COMPANY}
{BILLING_ADDRESS}
{BILLING_POSTAL_CODE}
{BILLING_CITY}
{BILLING_COUNTRY}
{BILLING_TEL}
{BILLING_COMPLETE_ADDRESS}
💬 Feel free to contact your Business Coaches if you have any questions!