How to reset invoice numbers after testing

Hi Alex,

you can reset the number via settings (Germanized > Invoices & Packing Slips > Last number).

Cheers

Hi again,

so, if I am start my testing with invoice no 1 and make in example 30 test purchases, then I have only a single last digit number to change.

This would mean, I need to reset this number each time after I made a test or at least before making 10 tests – right?

AND

How and where do I delete the PDF invoice documents?
Is there an access available e.g. for an accountance to be able to export those documents or store them within e.g. dropbox?

Best regards, Alex

• This reply was modified 3 years, 4 months ago by 2buy.

Hi Alex,

I guess it would be good to reset the number at least once before going live. For testing purposes while already being live you should use a complete separate staging environment or work with invoice drafts instead of finalizing invoices which actually assigns the invoice number.

How and where do I delete the PDF invoice documents?

There is no built-in-option for that purpose (as of GoB). You would have to delete them in the database (tables: wp_storeabill_*) and the corresponding files under wp-content/uploads/storeabill-{suffix}.

Is there an access available e.g. for an accountance to be able to export those documents or store them within e.g. dropbox?

You can either use our built-in sync options for lexoffice or sevDesk or use our ZIP/CSV export feature.

Cheers

• This reply was modified 3 years, 4 months ago by vendidero.

Hi again,

Can you agree with that?

The best solution for testing would be:
1. Deactivate the Option “Invoices & Packing Slips” (Germanized settings)
2. Test the shop purchases as many as needed.
3. Re-Activate the Option “Invoices & Packing Slips”
4. Test only one time to see the invoices beeing created
5. Reset the last invoice number via settings (Germanized > Invoices & Packing Slips > Last number)

If that is correct, then the next question is – How to test the cancellation process to see the created cancellation invoice?

Best regards, Alex

Hi Alex,

sorry, don’t really get what you are trying to achieve? If you are testing, it does not matter how many invoices are being created or when the plugin is activated/deactivated. Just setup a separate staging/testing environment and you are just fine. It is not advised to test within your live environment.

Cheers

Hi again,

OK here is my intention to do:

At least I need to test this one time after setup the templates for the invoice & cancellation setup within your germanized “invoices & Packing Slips” been activated.

Then after I see if its working proper, I would then go live and therefore in need to reset the last test purchase made as well to cancel the last purchase.

If I need further tests I would then deactivate the option above stated to prevent not to issue further invoices of those testings.

Then after that, the site will go live.

Do you have any suggestions how to create or use a testing environment as a clone site?

Best regards, Alex

Hi,

At least I need to test this one time after setup the templates for the invoice & cancellation setup within your germanized “invoices & Packing Slips” been activated.

You could just use the preview option (of the corresponding templates) or create an invoice draft instead of finalizing the invoice. If you want to test within a live environment (which I think is not necessary), create an invoice and cancel it. You may hand over those documents to your tax consultant too.

If I need further tests I would then deactivate the option above stated to prevent not to issue further invoices of those testings.

At least you should deactivate the invoice automation options, yes.

Do you have any suggestions how to create or use a testing environment as a clone site?

Check our blog post on that issue and/or use a plugin (e.g. WP Staging).

Cheers

Many thanks for these valuable infos!

Best regards, Alex