- Select the store and open Settings → Invoicing. Set up the links to Customers, Catalog and stock, then check the series, due date, automatic documents and timing of SPV submission.
- Choose who sends messages to buyers: WordPress / WooCommerce or Fluxe. In WordPress mode, Fluxe does not send these messages; in Fluxe mode, WooCommerce messages are disabled to avoid sending them twice.
- Save the store settings before enabling automatic documents. Existing customers and products are imported, but automatic fiscal documents are prepared only for WooCommerce events after activation.
Related resources
Practical example
Configure a pro forma invoice on ordering and an invoice after confirmed payment if you choose these automations. Check the series, tax treatment and message sender, and review an order and its documents before regular use. The order and invoice are separate records.
Frequently asked questions and solutions
An order has a pro forma invoice but no invoice. What should I check?
Compare payment status with the issuing rule and check already-linked documents. A pro forma invoice does not prove an invoice was issued. Check automation results before manually preparing a new document to avoid duplication.
The order already has an invoice. Can I generate another?
Check the order’s linked document, issuer, number, total and status. Open the existing invoice before generating anything. For incorrect details, follow the invoice correction workflow; do not create a duplicate for the same sale.