Welcome to the One Stop Order Processing help desk



 
Knowledgebase: Amazon > Amazon Reports
How to automatically send an invoice to my customers when they place an order?
Posted by Pat Strassen, Last modified by Zoe Strassen on 14 December 2018 02:29 PM

The following article explains how to automatically send an invoice to your customers when they place an order.

This feature is available in the Professional, Premium and Enterprise subscriptions of One Stop Order Processing.

If you are the using professional or higher version of the software you can automatically send a PDF invoice to your customer whenever you import their order.

For Amazon, particularly, this will reduce (VAT) invoice request emails and keep your Account Health Response Time very high.

The approach taken is to find all the orders that have not had an email sent to them every time orders are imported. So when new orders are imported they will not have had an email sent and therefore will automatically be sent an email. To set this up in One Stop Order Processing do the following. This is based on Amazon orders, but it can be any selling channel.

1 Start One Stop Order Processing


2 Click on the + button next to the Use Stored Filters filter option





3 Change the name to NotEmailed


4 Put the following text into the filter area (remove any existing text if any is shown).

 [TOrder].[bEmailSent] = No



5 Click on OK






6 Open the Options (Select the Tools->Options menu option)





7 Click on the Email tab


8 Click on New





9 Type in an Email template name of SendEmailAmazon


10 Put in a subject for the email of Your Invoice for Amazon Order (Order: [%ORD_NUM%])


11 Select Send to customer email address


12 In the Message area, in the Store Message as box type in C:\OSOP\Main\AmazonEmail.txt





13 Click on the Change button and when asked Do you want to create a template for your email? click No





14 when asked how to edit the email select Notepad.exe and click OK






15 Paste the following text into the email

Dear [%INV_CUST_NAME%],

Thank you for your order.

We have attached the invoice for your order.

Thanks

Your company details




16 In the attachment area tick Include Report and select Invoice



17 Make sure the format is set to Portable Document Format (PDF)

To meet Amazon specifications you will need to send your attached report as a PDF.

For more information on sending your report as a PDF click here. 



18 At the bottom of the email template tick Set flag after email is sent and make sure the first choice is selected Order shipped is ticked (you can change the name of this field by clicking on the Configure button)






19 Start Automation for One Stop Order Processing. To do this select the Tools->Automatically Import and Process Orders... menu option







20 Click on the Options button







21 Amend an existing task that downloads orders (or create a new one)



22 On the task make sure External Order Processing is ticked and in the box put in the following text

C:\OSOP\Main\IL_OSOP.exe -B -F "AmazonEmail" -Q -E -T "SendEmailAmazon"



23 Click on OK to close the task




Now whenever this task is run after any orders have been imported One Stop Order Processing is run with a filter that will only show orders that have not had an email sent and then for all of these orders they are sent an email

NOTE: You should make sure that any existing orders have the relevant email is sent value set before running this for the first time otherwise all of your existing orders will get an PDF invoice

For Amazon Seller Central you will need to register your One Stop Order Processing email address before you can send emails directly to customers

For more information on the automatic batch options available to use click here.


Using One Stop Order Processing with eBay, Amazon, Magento, Shopify, Etsy, Onbuy, Flubit, X-Cart, eBid, SellerDeck, Oxatis, CubeCart, osCommerce, Interspire,CRE Loaded, ekmPowershop, Pinnacle Cart, Rakuten, RomanCart, Paypal, Asos, WooCommerce , PrestaShop, Groupon, Weebly, Mail Order, Telephone Sales, CDiscount,OpenCart, Channel Advisor, Royal Mail, MyHermes, UKMail, DPD, Yodel, UPS, Metapack, Parcel 2 go, Quickbooks, Sage, Xero, Parcelforce and Stripe



(0 vote(s))
Helpful
Not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments: