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Best Practice: Automatically uploading invoices

You can now upload invoices to real.de automatically in your plentymarkets system. To do so, you set up the event procedure Upload invoice to real.de.

Uploading invoices automatically has the following advantages:

  • Your customers automatically receive their invoice and are notified by email. This helps you achieve a high level of customer satisfaction.

  • You reduce any workload resulting from customer tickets.

  • Your real.de service KPIs will improve.

As such, we strongly recommend that you set up this event procedure as soon as possible. Find out how to set up automatic uploading of invoices below.

1. Editing the invoice

You have to modify the invoices for real.de. Two adjustments have to be made:

How to carry out these adjustments is described below.

1.1. Entering a note for the payment method real.de:

The following note must appear on all real.de invoices:

Note for real.de invoices
Achtung! Bitte veranlassen Sie keine Zahlungen auf unser Konto. Die Bezahlung erfolgt an die real,- Digital Payment & Technology Services GmbH. Sollten Sie per Klarna bezahlt haben, erhalten Sie eine separate Zahlungsanweisung von Klarna. Für weitere Informationen zu Klarna besuchen Sie link:https://www.klarna.com/de/[www.klarna.de^]{nbsp}icon:external-link[].

Proceed as described below to save this note for the payment method real.de Payment.

Entering a note for the payment method real.de:

  1. Go to Setup » Client » Standard » Locations » Germany (standard) » Documents » Invoice » Tab: Template.

  2. In the Optional elements below stock unit table area, enter the note given above for the Payment instruction option for the payment method real.de Payment.

  3. Save () the settings.
    → The note only appears on the invoices for orders with the payment method real.de Payment.

1.2. Hiding bank details on real.de invoices

The payment is processed via real.de. To prevent customers from paying money directly to you, do not enter bank details on invoices for real.de.

How you hide your bank details on real.de invoices depends on how you show your bank details in the first place. Table 1 describes the different methods.

Table 1. Hiding bank details
Method Instructions

Bank details in PDF template

If you use a PDF template to display your bank details on an invoice, then create another PDF template for real.de that does not contain bank data. You can also save the real.de logo for this PDF template. To save this PDF template for the payment method real.de Payment, go to Setup » Client » Standard » Locations » Germany (standard) » Documents » Invoice » Tab: PDF template. Your bank details are not displayed on invoices for real.de.

image::markets/assets/real_logo.jpg[]

Bank details in payment instructions

If you entered your bank details in the Setup » Client » Standard » Locations » Germany (standard) » Documents » Invoice » Tab: Template menu for the Payment instruction option, then you do not need to carry out any further settings. If you use this method, your bank details are not displayed on real.de invoices.

2. Automatically creating invoices

Set up an event procedure to automatically create invoices for real.de.

Setting up an event procedure
  1. Go to Setup » Orders » Events.

  2. Click on Add event procedure ().
    → The Create new event procedure window opens.

  3. Enter a distinct name for the event procedure.

  4. Select the event according to Table 2.

  5. Save () the settings.

  6. Carry out the settings according to Table 2.

  7. Place a check mark next to the option Active ().

  8. Save () the settings.

Status and filters for the event procedure

The status and filters listed in [creating-invoices-real] only serve as an example for creating an event procedure. Select filters and statuses for the event procedure which best suit your work flow.

Table 2. Event procedure for automatically creating invoices for real.de
Setting Option Selection

Event

Status change: [7] Outgoing items booked

Filter 1

Order > Order type

Order

Filter 2

Order > Referrer

real.de

Procedure

Documents > Generate invoice

3. Automatically uploading invoices

Set up an event procedure to automatically upload invoices to real.de.

Setting up an event procedure
  1. Go to Setup » Orders » Events.

  2. Click on Add event procedure ().
    → The Create new event procedure window opens.

  3. Enter a distinct name for the event procedure.

  4. Select the event according to Table 3.

  5. Save () the settings.

  6. Carry out the settings according to Table 3.

  7. Place a check mark next to the option Active ().

  8. Save () the settings.

Status and filters for the event procedure

The statuses and filters in Table 3 only serve as an example for creating an event procedure. Select filters and statuses for the event procedure which best suit your work flow.

Table 3. Event procedure for automatically uploading invoices to real.de
Setting Option Selection

Event

Select an event, for example Order change: Status change, Order: Invoice generated

Filter

Order > Referrer

real.de

Procedure

Order > Upload invoice to real.de

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