README

OroCommerce CE Invoice Bundle — An invoice management extension for OroCommerce Community Edition (CE) 7.0.3 by SoftSolutions4U.

Create invoices from orders, send them to customers as PDF invoices, track payments, and let customers view and pay their invoices in the storefront. The package is a single self-contained bundle. It does not modify or override any OroCommerce core files or templates.


Package	`softsolutions4u/orocommerce-invoice`
Bundle	`SoftSolutions4U\Bundle\InvoiceBundle\SoftSolutions4UInvoiceBundle`
License	OSL-3.0

Features

Backoffice

Invoice list under Sales → Invoices with invoice status and payment status filters.
Create, view and edit invoices with line items, taxes, discounts, shipping and totals. Draft invoices without payments can be deleted.
Create Invoice button and Invoices tab on the order page.
Invoice lifecycle: Draft → Posted → Open → Partially Paid / Overdue → Paid, plus Cancelled.
Post, cancel, send payment reminders and send payment confirmations.
PDF preview and download with your company name, logo and VAT number.
Payments taken on an order are applied to its invoices automatically.
Optional automatic invoice creation for Payment Term orders.
Offline payment confirmation: a storefront payment made with an offline method (Payment Term or Money Order) is stored as awaiting confirmation and does not change the invoice balance. An administrator uses Confirm Payment on the invoice page (permission Confirm Payment) to apply it once the money has arrived.
Posted and open invoices are marked Overdue automatically after the due date. Part-paid invoices keep Partially Paid.
Role-based permissions for every action.

Storefront

My Account → Invoices with filtering and sorting.
Invoice detail page and PDF download.
Online payment of the full or a partial balance.
Bank-transfer details with a unique payment reference per invoice.

Emails (English and German)

New invoice, payment reminder, payment confirmation, invoice cancelled.

Compatibility

Component	Version
OroCommerce Community Edition (CE)	7.0.3
PHP	8.5
Symfony	7.4

Installation

Run these commands from the root of your OroCommerce application:

composer require softsolutions4u/orocommerce-invoice
php bin/console oro:platform:update --force
php bin/console oro:assets:install

The bundle registers itself automatically, so you do not need to edit the kernel. oro:platform:update creates the database tables and loads the email templates and translations. oro:assets:install publishes the bundle's back-office and storefront assets.

Installation verification

After installing the bundle, complete the following steps to check that the installation was successful.

1. Run the database migration

Run oro:platform:update --force before anything else. The bundle's database tables must exist before you load the demo data fixtures. If they do not, the demo data command fails with:

relation "softsolutions4u_invoice" does not exist

php bin/console oro:platform:update --force

2. Check the database tables

Check that the bundle's tables have been created:

psql -d <database> -c '\dt *softsolutions4u_invoice*'

Five tables should be listed: softsolutions4u_invoice, softsolutions4u_invoice_line_item, softsolutions4u_invoice_payment, softsolutions4u_invoice_payment_line_item and softsolutions4u_invoice_sequence.

3. Check the Invoices page

Configuration

Open System → Configuration → Commerce → Orders → Invoice Management. You can override the settings per organization and per website.

Setting	Default	Description
Enable Invoices	Yes	Turns the invoice feature on or off.
Payment Methods	(all)	Payment methods customers can use to pay invoices online.
Company name / VAT number / logo	(empty)	Seller details printed on the invoice PDF.
Show bank details	Yes	Shows bank-transfer details. Nothing is shown until an account is filled in.
US bank account	(empty)	Used for USD invoices.
SEPA bank account	(empty)	Used for EUR invoices.
Auto-create invoices for Payment Term orders	No	Creates an invoice when an order is placed with Payment Term.

Permissions. Grant admin permissions in System → User Management → Roles (category Invoice). Grant storefront access in Customers → Customer User Roles (View Invoices).

Email templates. Edit the templates in System → Emails → Templates; search for softsolutions4u_invoice.

Offline payment methods. Invoice payments made with Payment Term or Money Order wait for an administrator to confirm them. To change the list, override this parameter in your application's config/config.yml (values are payment method identifier prefixes):

parameters:
    softsolutions4u_invoice.offline_payment_method_prefixes: [payment_term, money_order]

Sending emails in the background. Invoice emails are sent while the request runs, so the page can confirm whether an email went out. To send them in the background instead, route Symfony Mailer through Messenger in your application (for example framework.mailer.message_bus with an async transport); no change to this bundle is needed.

Usage

Open an order in Sales → Orders and click Create Invoice. The draft is created and a link to it is shown on the order page.
Review the draft invoice and click Post. The customer receives the invoice email.
The customer opens My Account → Invoices and pays online or by bank transfer.
Payments update the balance and status automatically.

Demo Data Fixtures

For development and testing only. Do not run this in production.

Before you load the demo data: create two customers

The demo invoices are assigned to two customers, which the bundle does not create. Create them first in the back-office under Customers → Customers → Create Customer:

Customer name	Used for
`Invoice Customer A`	three demo invoices (paid, overdue, open)
`Invoice Customer B`	three demo invoices (partially paid, open, draft)

Use exactly these names. If they do not exist, the fixture falls back to the first two customers in the system; if there are fewer than two customers, no demo invoices are created.

To see the demo invoices in the storefront, also add a customer user to each customer (Customers → Customer Users → Create Customer User) with a Buyer or Administrator role, and log in to the storefront as that user.

Load the demo data

Make sure the bundle's tables exist first (see Installation verification).

php bin/console oro:migration:data:load --fixtures-type=demo --bundles=SoftSolutions4UInvoiceBundle

The command loads:

six sample invoices in different statuses (paid, partially paid, overdue, open, draft) for the two customers above;
fictional seller and bank details in Invoice Management settings (company name, VAT number, US and German bank accounts) and the demo company logo, so invoices and PDFs show a complete seller block. Settings that already have a value are not changed.

The demo company and bank details are fake. Replace them with your real company and bank details before using the shop for real customers.

Database migrations

Schema migrations live in Migrations/Schema, one directory per version:

Migrations/Schema/
├── SoftSolutions4UInvoiceBundleInstaller.php  # fresh installs: builds the current schema (v1_2)
├── v1_0/
│   └── CreateInvoiceTables.php                # invoice, line item, payment and payment line item tables
├── v1_1/
│   └── AddInvoicePaymentConfirmation.php      # pending_confirmation flag and payment transaction foreign key
└── v1_2/
    └── AddInvoiceSequence.php                 # invoice-number sequence table

Tables created: softsolutions4u_invoice, softsolutions4u_invoice_line_item, softsolutions4u_invoice_payment, softsolutions4u_invoice_payment_line_item and the softsolutions4u_invoice_sequence invoice-number counter.

After updating an existing installation, apply the pending migrations:

php bin/console oro:platform:update --force

Data fixtures (email templates, translations and the configuration section rename) are in Migrations/Data/ORM, and demo data is in Migrations/Data/Demo/ORM.

Order page integration

The Invoices section on the order view and edit pages is added through Oro's oro_ui.scroll_data.before.order-view and oro_ui.scroll_data.before.order-edit events. The bundle does not replace or copy any OroCommerce template.

Running the tests

From the root of your OroCommerce application:

php -d pcov.enabled=1 -d pcov.directory=$(realpath vendor/softsolutions4u/orocommerce-invoice/src) \
    bin/phpunit -c vendor/softsolutions4u/orocommerce-invoice/phpunit.xml --coverage-text

Coding standard (PSR-12):

phpcs --standard=vendor/softsolutions4u/orocommerce-invoice/phpcs.xml

Screenshots

Backoffice

Invoice list (Sales → Invoices)

Invoice view with post, cancel, PDF and email actions

Invoice Management settings (System → Configuration → Commerce → Orders → Invoice Management)

Invoice email templates (System → Emails → Templates)

Storefront

Invoice history (My Account → Invoices)

Invoice details with PDF download and Pay Now

Generated PDF

Invoice payment

Authors

Developed and maintained by SoftSolutions4U:

Pradeep Elayaraja (Developer)
Ganesh (QA)

License

OroCommerce is a trademark of Oro, Inc. This package is an independent extension and is not affiliated with Oro, Inc.

Support

Bug reports and feature requests: Open an issue on GitHub to report bugs, suggest improvements, or request features.
Commercial support and custom OroCommerce development: Soft Solutions4U provides professional assistance for businesses using OroCommerce, including installation and configuration, invoice workflow customization, B2B eCommerce development, and ERP or third-party integrations.
Contact us: info@softsolutions4u.com

The extension is available free of charge under the license specified in this repository. Commercial support and custom development services are available separately.

softsolutions4u / orocommerce-invoice

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