Usage
Every day
Section titled “Every day”Nothing to do: when an order reaches the invoice status the invoice is created in sevDesk, finalized and (for paid orders) booked. The sevDesk tab of the order shows the invoice number, status in sevDesk, total, open amount, payment bookings and credit notes, with:
- Download PDF,
- Refresh (reads the state from sevDesk),
- Book payment now (when the invoice is open and a payment account is mapped),
- Credit note now (credits what is left on the invoice),
- Issue now (before an invoice exists, or after an unclear attempt you checked in sevDesk).
Orders > sevDesk documents lists all invoices and credit notes with filters; Jobs shows queued and failed work (Retry, Remove, Run now, Queue past orders); Log shows every call (secrets masked) and exports CSV.
Refunds and returns
Section titled “Refunds and returns”Set the order to the refund status: the add-on creates the credit note from the invoice in sevDesk and finalizes it. A completed RMA return with refund credits only the returned items. Credit notes never exceed what is left on the invoice.
When something stops
Section titled “When something stops”A job that fails is retried (5 min, 15 min, 1 h, 3 h, 12 h). If the connection broke while an invoice was being created, the add-on looks for it in sevDesk first. When it cannot tell whether sevDesk created it, it stops with “Not sure whether the invoice … was created”: check sevDesk, and press Issue now only if the invoice is not there.
Customers
Section titled “Customers”Signed-in customers see Download invoice on their order page once the invoice is finalized.