In the fast-paced world of e-commerce, it is essential that companies take care of their invoicing processes in an efficient and professional manner. However, many online retailers still use manual and time-consuming methods for invoicing.
This is where Sufio comes in - a Shopify app designed to simplify and automate invoice creation and management. Sufio not only promises a solution to the challenges associated with invoicing processes, but also offers a variety of other features that can improve e-commerce business.
In this blog post, we'll take a closer look at how Sufio for Shopify can help you optimize your invoicing processes and what the benefits are.
Table of contents
Do you need support with the implementation in your Shopify store? As Shopify Plus experts, we will be happy to assist you and help you customize your store to meet these requirements. Get in touch with us.
What is Sufio?
Sufio is an innovative invoicing solution. The platform enables automated invoicing with Shopify as well as the creation of credit notes and other documents. The generated Sufio invoices are checked by accountants to ensure that they comply with regulations for B2C and B2B sales worldwide. Sufio also offers customized workflows for Shopify to streamline the invoicing process
With Sufio, retailers can:
Automatically create and send invoices, credit notes and reminders.
Operate according to regulations in over 50 countries and translate documents into 35 languages.
Customize their invoice templates by adding logos, brand colors and fonts.
Download multiple Sufio invoices simultaneously as PDFs for easy sharing.
For B2B sales, check the VAT number in the EU and classify customers as tax-exempt.
With Sufio, you can create a Shopify invoice in no time at all. At the same time, you can send Shopify invoices automatically and choose from a wide range of brand-specific invoice templates with just one click. What's more, you can be sure that all documents created comply with strict global regulations for both B2C and B2B sales.
Reading tip: We highlight the 5 biggest challenges in B2B e-commerce for you.
The advantages of Sufio at a glance:
Wide range of templates: Sufio provides a comprehensive selection of professionally designed invoice templates. These templates can be customized to match your brand's look and feel to ensure a consistently professional image.
Customized workflows: With Sufio for Shopify, you have the ability to customize the invoicing process to precisely fit your business needs. Automate various steps of this process to save valuable time that you can invest in growing your business.
Efficiency and compliance: In the increasingly digitalized business world, efficiency and compliance are crucial. Sufio provides the flexibility and control over invoicing and your billing processes that are essential to building a successful business. The platform creates your Shopify invoices to customers efficiently and in compliance with applicable regulations, so you can focus on what matters.
Sufio is an innovative solution that allows you to create and send automated invoices with Shopify. With customized workflows, a wide selection of professional templates and a focus on efficiency and compliance, Sufio offers a comprehensive solution to the challenges of invoicing in e-commerce. By automating and optimizing the invoicing process, Sufio allows merchants to focus on growing their business while maintaining the highest standards of professionalism and compliance.
Reading tip: How to succeed with Shopify accounting.
What are the benefits of automated invoicing?
Automated invoicing offers online merchants a number of key benefits that can help optimize your business processes and increase your profitability.
Time savings: As an online retailer, you are often faced with a large volume of invoices. Automating the invoice process with solutions like Sufio for Shopify allows you to save valuable time that would otherwise be spent on manual processing. This time saved can be used to focus on other business-critical tasks and drive your business forward.
Cost savings: Manual invoice processes can be expensive, both in terms of time and resources. Automation can not only save you time, but also significantly reduce the processing costs per invoice. These savings help to reduce your operating costs and increase your profitability by freeing up additional capital for important investments.
Reading tip: Discover how the Shop Pay payment method works for Shopify.
Improved cash flow: Efficient invoicing also means improved cash flow for your business. Automation allows you to speed up payment processes and potentially benefit from cash discounts, resulting in better liquidity and increased working capital. Improved cash flow management is crucial for the long-term growth and stability of your business.
Improved efficiency: Automated invoice processes minimize human error and increase the accuracy of invoice processing. Your accounting teams can focus on other tasks as they spend less time on manual data entry. This not only leads to an increase in efficiency, but also to increased productivity for your business as a whole.
Easy compliance: As an online retailer, you are often faced with complex tax requirements. Utilizing an automated invoicing solution like Sufio makes complying with these regulations much easier by providing electronic Sufio invoices that facilitate tax filing.
As you can see, automated invoicing offers online retailers a number of significant advantages.
Reading tip: How to use Pathway Solutions for your Shopify accounting.
How to connect Sufio to your Shopify store
You can install Sufio in your store via the Shopify App Store or directly on sufio.com. The installation process only takes a few seconds. Once the app is installed, it will automatically synchronize with the order and customer data in your store.
Step 1: Install the Sufio app
Click on "Apps" in your Shopify admin area.
Search for the Sufio app in the App Store and install it.
Step 2: Select the correct settings in Sufio
Go back to your Shopify dashboard and click on "Apps" and then on "Sufio".
Now click on "Settings" and "Company profile". Here you can enter all the information about your company, which will then be visible on the invoices.
Click on "Invoice settings" to change payment methods and other settings.
If you click on "Design", you can upload your logo and select the desired layout for your invoices.
In the "Taxes" section, you can add tax rates.
Click on "Emails" and activate the "Send invoices automatically" checkbox.
Why should you use Sufio as your invoicing solution?
Optimizing and automating work processes is crucial to the success of your business. The Shopify App Store offers numerous solutions to automate recurring tasks and save you valuable time.
One essential area is invoicing, which can be time-consuming even with a moderate invoice volume. Therefore, automated invoicing apps are of great use to any Shopify merchant.
Shopify offers a variety of such apps to suit every budget and business volume. In a brief comparison of some solutions for automatic invoicing in Shopify, we would like to show you once again why we, as a Shopify Plus agency, particularly recommend Sufio for online merchants.
Billbee
Billbee is not just an invoicing app, but a comprehensive multi-channel solution. In addition to invoice creation, it also enables the management of accounting tasks, including a freely configurable DATEV export, as well as the simplification of shipping through the creation of shipping labels and the automatic sending of tracking numbers. The app offers a wide range of functions, including clear item management, integration with various store systems and marketplaces as well as the automated creation and dispatch of order documents such as invoices.
Billbee's pricing is transaction-based and starts from 9 euros (net) per month.
Although Billbee is a solid option for multichannel order management, Sufio offers an even more comprehensive solution specifically for automated invoicing.
Order Printer
Order Printer is one of the basics of automatic invoice creation, as the app developed by Shopify is completely free and therefore does not incur any ongoing costs.
However, there are often trade-offs with free apps: While invoices can be created, there is no automatic dispatch, making them more suitable as packing slips that are printed out and enclosed with the package. While this means savings in invoice creation, it takes time to print and insert the invoices into the parcels. There are also costs for printers and paper.
Another disadvantage for users without programming knowledge is that the only available template is in English by default and therefore needs to be adapted to generate the invoices in your preferred language. In addition, the design of the invoices is kept quite simple. Although the templates are partially customizable, this requires advanced knowledge of HTML or Liquid or the use of the paid Order Printer Templates service for $29.
To summarize, Order Printer is more suitable for beginners or smaller online stores with a limited order volume.
While Order Printer only offers basic invoice printing features and requires customization to translate them into the desired language and improve the design, Sufio is an all-in-one solution with advanced features such as automatic invoice sending, multilingual templates and a professional look and feel.
Sufio
Unlike other apps, Sufio offers a wide range of professional features and flexible pricing options tailored to the needs of businesses of all sizes.
With a 4.9 rating and over 500 reviews, Sufio is one of the preferred solutions for more than 5,000 merchants worldwide. This app makes it possible to create and send professional invoices, credit notes and other documents automatically.
A special feature of Sufio is the ability to create complex workflows and build strong brand identities by using professionally designed and easily customizable invoice templates. With a world-class support team, users can rest assured that their invoices and taxes are configured correctly.
Sufio's flexible pricing allows businesses of all sizes to choose the option that's right for them. Starting at $7 per month for the Starter plan all the way up to the Premium plan, which offers unlimited invoices and powerful automation workflows, Sufio offers a comprehensive invoicing solution.
Overall, Sufio is the optimal solution when it comes to automated invoicing. With its outstanding performance, extensive features and flexible pricing, it is the ideal choice for companies that want to optimize their invoicing processes while maintaining a professional appearance.
These retailers are already successfully using Sufio for their business processes
A growing number of online merchants rely on Sufio to optimize their invoicing processes and simplify their business operations. Among the successful users of Sufio from the Latori customer base are:
Wunschgutschein Germany: a leading provider of vouchers in Germany. With Wunschgutschein, customers can easily fulfill their wishes by purchasing gift cards that can be redeemed in over 500 online stores. Wunschgutschein Austria and Wunschgutschein Punchout also use Sufio for invoicing.
CartePlaisir France: A renowned provider of gift vouchers in France.
GeschenkGutscheine.de: Another popular platform for gift vouchers in Germany.
Wishcard Switzerland: A leading provider of gift cards in Switzerland.
Everywish UK: A provider of gift cards in the UK.
Another successful user of Sufio from the Latori customer base is ooia, a provider of period underwear.
Ooia, formerly known as ooshi, is one of the market leaders in period underwear. The company also offers nursing bras, accessories and underwear for everyday use. As a D2C retailer, ooia sells its products to its large customer base via a Shopify Plus Shop. Together with Latori, the online store is constantly evolving to offer customers the best possible experience.
These companies have recognized that Sufio not only helps them to create more efficient invoicing processes, but also to ensure tax compliance and improve their financial performance.
Reading tip: Find out more about our customer ooia and the collaboration with Latori in this blog post.
Conclusion
In conclusion, Sufio is an innovative solution to the challenges of invoicing in e-commerce. By automating and optimizing invoicing processes, Sufio enables online retailers to work more efficiently and reduce costs while ensuring compliance with tax regulations.
Companies such as Wunschgutschein Germany, CartePlaisir France and others show that Sufio has already helped many merchants to optimize their invoicing processes and simplify their business operations.
As Shopify Plus experts, we at Latori are here to help you implement Sufio in your Shopify store and ensure that your business reaps the benefits of efficient invoicing. Get in touch with us.
