PrestaShop integration with Wfirma API v2

Integration of PrestaShop with wFirma via API v2

How to automatically issue invoices from PrestaShop in the wFirma system?

The wFirma module for PrestaShop integrates the online store with the wFirma system using API v2. Thanks to the integration, you can automatically transfer order data, issue accounting documents and send them to customers without having to manually rewrite data.

The module also allows you to manually issue documents directly from the PrestaShop administration panel, so you can adjust the way you handle documents to the sales process in your store.

Automatic invoicing with PrestaShop

The document can be automatically issued after changing the order status to the selected by the administrator. This allows you to reduce manual document handling and automate the invoicing process in the online store.

Documents can also be issued manually from the order level in the PrestaShop administration panel.

Supported documents

• regular and margin VAT invoices,
• KSeF working invoices,
• proforma invoices,
• fiscal and non-fiscal receipts,
• commercial offers,
• invoices without VAT,
• income documents,
• advency invoices,
• final invoices.

PrestaShop and KSeF

Integration with wFirma allows you to use the functions of the wFirma system related to the National e-Invoice System (KSeF). The module supports, among other things, a new document type "working invoice" and additional information needed to handle documents.

A check of the correctness of the NIP number and automatic selection of the identifier type for the document were also introduced. For selected documents, such as fiscal receipts, it is possible to disable automatic sending of the document by e-mail.

Detailed information on the configuration of authorization in KSeF can be found in the system documentation wFirma.

Automatic creation of contractors in wFirma

The module can automatically create a contractor's file in the wFirma system based on customer data from the PrestaShop order.

If the contractor is already in the system, the module recognizes existing data and allows you to maintain the consistency of information between the online store and the accounting system.

Service of discounts and promotional codes

The module takes into account product discounts and discount codes used in the PrestaShop order. The values of the documents are calculated on the basis of the order data, taking into account net, gross prices and applied promotions.

Automatic sending of invoices to the customer

Published PDF documents can be automatically sent to customers by email. The customer can also download his documents from the store account, if this function has been enabled in the module configuration.

Automation of document shipment allows you to reduce the number of requests sent to customer service regarding the resubmit of the invoice.

Configuring documents

The module offers extensive settings that allow you to adjust the way of generating documents to the needs of the store.

Document personalization

• a choice of 8 document templates,
• adding comments and notes to documents,
• include EAN13 codes and product references,
• possibility of attaching a transfer form,
• generation of duplicate documents.

Payment and delivery service

• support for various forms of payment, including bank transfer, cash, card and compensation,
• automatic marking of documents as paid,
• taking into account delivery costs,
• possibility to choose net or gross prices.

PrestaShop Administration Panel

The most important integration features are available directly from the PrestaShop admin panel. The administrator can issue a document, select its type, modify the contractor's data, send the document to the customer and check information about previously issued documents.

Depending on the PrestaShop version, the module also allows you to display the document number on the order list and the customer number in the Company at the order, which facilitates quick identification of documents and contractors.

Optional inventory synchronization

On request, the module can be extended by two-way synchronization of stock levels between PrestaShop and wFirma.

Synchronization allows you to maintain consistent information about product availability in both systems and reduce the risk of selling a product whose actual stock is lower than the state presented in the store.

Why is it worth integrating PrestaShop with wFirma?

• Automation of invoicing – reduction of manual issuance of documents.
• Time saving – order data can be automatically transferred to the Company.
• Support for many types of documents - invoices, proformas, receipts, offers and other documents.
• Integration with KSeF – the ability to use KSeF functions available in the wFirma system.
• Automatic sending of documents - the ability to send documents to customers by e-mail.
• Flexible configuration – the ability to match documents, payments and automation method to the sales process.

How to start integrating PrestaShop with wFirma?

For the module to work, an account in the wFirma system and the PrestaShop store in the version supported by the module are required.

After installing the module, you must configure the connection to the API in the Company and set the method of issuing documents. You can specify, among other things, after which change in the order status the document should be issued and what information should be transferred to the wFirma system.

Compatibility

The module is designed for PrestaShop stores using the wFirma system. Before purchasing, check the requirements for the PrestaShop version, PHP and the current version of the Company API given in the module specification.

Frequently Asked Questions

Does the module automatically issue invoices after the order status changes?

Yes. The module can automatically issue a document after changing the order to a specific status. It is also possible to manually issue a document directly from the PrestaShop administration panel.

Does the module support proforma invoices?

Yes. The module supports, among other things, VAT invoices, proforma invoices, margin invoices, advance and final invoices, as well as other documents available in the integration configuration.

Does the module support KSeF?

The module works with the wFirma system, which provides functions related to the National e-Invoice System. The module includes the "working invoice" document type related to KSeF support.

Can the invoice be automatically sent to the customer?

Yes. The PDF document can be automatically sent to the customer's email address according to the module configuration.

Is it possible to issue an invoice manually?

Yes. Documents can also be issued manually from the PrestaShop administration panel.

Does the module support discounts and promotional codes?

Yes. The module takes into account product discounts and discount codes used in the PrestaShop order.