Magento 2How To GuideJune 27, 2024Simon Walker

How to Configure Invoice Comments in Magento 2?

How to Configure Invoice Comments in Magento 2?

An invoice includes details such as the ordered product name, price, quantity, subtotal and other payment details. Customers can check invoice details from their account to see what product(s) they have ordered and how much they have been charged. Magento 2 allows merchants to attach any order related comments with an invoice.

They can configure invoice comments in Magento 2 to send invoice email copy to multiple email addresses and more. Merchants can choose to display the invoice comments on the frontend by going to Sales > Invoices and clicking on the order with which they wish to attach comments.

They can enter comments and check the checkboxes as shown below.

add invoice comments in magento 2

It displays the invoice comment on the frontend like this.

invoice comments on frontend

Why Configure Invoice Comments in Magento 2

Communicate Important Information

Adding invoice comments in Magneto 2 can be a great way to communicate important information to the customer. For example, order cancellation is a part and parcel of running any business. In the invoice comments, store admins can share information related to product returns and order cancellation.

Enhanced Communication

Store owners can use this feature for enhance communication with the customer. For example, they can use this feature to send a personalised thank you note. Apart from that, they can share instructions related to product usage.

Caring Attitude

The entire purpose of running a business is to try and generate income. Your target audience has no issue with you making money. However, if you adopt a non-caring attitude towards your target audience, this can backfire. Customers will be reluctant to shop at your store. Therefore, use the Magento 2 invoice comments feature to offer personalised thank you notes, discounts, and anything similar. The purpose is to show that you care for the customers.

invoice-email

Invoice Email Extension

The Magento 2 Invoice Email Extension lets customers provide an additional email address for invoices during registration and checkout.

About the Extension

While you read about Magento 2 invoice comments, you should consider checking out our Magento 2 Invoice Email Extension. The purpose of this extension is to get an email address from the customers to send them an invoice. You can ask for the invoice email address at any stage, including customer registration form or the checkout stage. This is shown below.

invoice-email-extension

To know more about this extension, book a live demo.

Configure Invoice Comments in Magento 2

  • Login to Magento 2 admin panel
  • Go to Stores -> Settings -> Configuration
  • Scroll down and Under Sales select Sales Emails
  • Expand the Invoice Comments section
setup invoice comments in magento 2

Now, you can configure the following options.

  • Enabled: By default, it is set to ‘Yes’ which means that the invoice comment email will be sent to customers after they have placed the order.
  • Invoice Comment Email Sender: Select the person from whom you want to send the invoice comment email.
  • Invoice Comment Email Template: Choose the email template based on your requirements.
  • Invoice Comment Email Template for Guests: Select the email template for customers who have not created an account on your store.
  • Send Invoice Comment Email Copy To: Enter comma separated email addresses to whom you want to send a copy of the invoice comment email.
  • Send Invoice Comments Email Copy Method: Select either Bcc (Blind carbon copy) or separate email copy. This will send either a copy of the email or a separate email.
  • Click Save Config.

Final Thoughts on Magento 2 Invoice Comments

That’s all about configuring invoice comments in Magento 2. If you have any questions, don’t hesitate to ask our support team.

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