# Invoicing, Tax and Stripe # Introduction of Partial Invoice Partial invoice: There are situations when Frans Team only ship a few quote addresses of a MS order. For example, MS order has 3 Quote Addresses; but only 2 addresses are shipped. The order is now partially shipped. # Steps to process a Partial Shipped / Partial Invoiced Order Steps to make a partial shipping/Partial invoiced order. Step 1: Create a multiship order. MS order can be created via backend other frontend. Make sure to have more than 1 Shipping Addresses. For example: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/BFXimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/BFXimage.png) Step 2: Ship to one of the addresses: Click the QA [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/8klimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/8klimage.png) Then click `Create Shipment`. Confirm that shipment was created successfully: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/1l9image.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/1l9image.png) Go into that shipment: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/llQimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/llQimage.png) Notice the Quote Address status is Then click `View in Shipping Manager` [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/2dpimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/2dpimage.png) When shipment was first created; it's in `New` status; it's not actually shipped yet. Click `Print Shipping Label` to actually ship it [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/dUnimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/dUnimage.png) Go back to the Quote Address, confirm that its status is now Shipped: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/rXuimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/rXuimage.png) Step 3: Execute partial-email-and-invoice: Go to the order. Then click button `Invoice & Capture` [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-01/scaled-1680-/Z6eimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-01/Z6eimage.png) Invoice & Capture will look for shipments that have been shipped but not emailed; and not invoiced yet. Invoice & Capture email those shipments; then create invoice for those shipments. For email, there is no restrictions. All shipments will be emailed. But for invoicing, there is **an additional check** at ShipmentEmailSender.php, line 122, if( !$order->isReadyToInvoice()) continue. This means that if order is not ready to invoice; **order will not be invoiced; even though emails are sent**. In the future we might want to separate email vs invoice to make this more understandable. If everything was successful; success message is shown: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/H0Rimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/H0Rimage.png) To verify, click `Invoices` tab: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/G06image.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/G06image.png) Invoice 1000400015 is the invoice created by `Daily Ship & Capture`. Also, go to Admin -> Reports -> Multi-ship Email Log [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/scaled-1680-/CUqimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-07/CUqimage.png) Search for the email sent to confirm that the shipment email was sent successfully. Notice that Step 3 can also be executed programmatically via the MS partial invoice cron. # Stripe configs 1/ Frans uses Stripe in Pre-auth mode. Make sure your localhost environment also uses Pre-auth mode. In config, change `Payment action` to `Authorize Only`: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-11/scaled-1680-/image.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2024-11/image.png) 2/ To debug local stripe connect (local webhook): Install Stripe CLI In command line, enter `stripe listen --forward-to http://sfran/stripe/webhooks` Stripe cli will inform the webhook secret, such as: ``` > Ready! You are using Stripe API Version \[2016-02-23\]. Your webhook signing secret is whsec\_9980a4bbbf158f30d3288c6ea85d8f085123456c97bea7abe35a8adc62e4b8d4 (^C to quit) ``` Copy that secret into table stripe\_webhooks, column secret. Make sure that table only has 1 row; to avoid confusion. # Future Ship Invoicing There's a cron job that automatically invoices future orders: ``` group id="futureship"> ``` # Bug with Stripe configs `Save customer payment method` 04/04/2025: There is a bug with Stripe config; specifically `Save Customer Payment Method` Look at this setting: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-04/scaled-1680-/image.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-04/image.png) It has `Expired Authorizations` = `Try to re-create the charge using the same card` and `Save customer payment method` = `Enabled via "Expired authorizations" setting` Even though it says `Save customer payment method` = Enabled; behind the scenes it's actually disabled. If you log in as a front-end customer, the link `Saved Payment Methods` is not shown. To fix this bug; we need to make sure `Save customer payment method` flag is Enabled. 1/ First, switch `Expired authorization` to `Warn admin and don't capture` and click Save. This helps enable the drop-down for `Save customer payment method`: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-04/scaled-1680-/Okqimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-04/Okqimage.png) 2/ Notice that `Save customer payment method` flag is `Disabled`; which caused the bug we saw earlier. Switch it to `Enabled` and click Save. [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-04/scaled-1680-/DvNimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-04/DvNimage.png) 3/ Now that the flag `Save customer payment method` flag is Enabled; it's ok to switch back `Expired authorizations` to `Try to re-create the charge using the same card`; and click Save. Behind the scenes, the flag `Save customer payment method` flag was switched to Enabled. Verify by going to front-end customer dashboard, the button `Save Payment Methods` is now shown: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-04/scaled-1680-/oHNimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-04/oHNimage.png) # Use Magento Out-Of-Box tax ## OOB tax setup for testing: Magento 2 has useful Out-of-box (OOB) product tax and shipping tax (ship tax) features. This guide shows how to set them up. Remember to disable third-party tax modules, such as Avatax **Step 1**: Stores > Tax Zones and Rates : setup a tax zone e.g. CA or WA, wildcard / \* for zip, tax rate e.g. 8.25% [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/scaled-1680-/image.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/image.png) Notice naming conventions, product tax is `IL\_625`, ship tax is `ship\_IL\_6265` **Step 2**: Add two tax rules, one for Product Tax and one for Ship Tax: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/scaled-1680-/st1image.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/st1image.png) **Step 2a**: Rule one: Product Taxes: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/scaled-1680-/ZlBimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/ZlBimage.png) **Step 2b**: Rule two: Shipping taxes [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/scaled-1680-/TwEimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/TwEimage.png) Notice, in Shipping\_Taxes rule, in the ProductTaxClass, add a new class and name it `**shipping\_tax**` Step 3: Configure tax classes and rules 3a: Configure Ship Tax class as the `**shipping\_tax**` class we created above [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/scaled-1680-/i7himage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/i7himage.png) 3b: Configure Shipping Tax Price Calculation as `Including Tax`: [![image.png](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/scaled-1680-/Tukimage.png)](https://frdocs.socalappsolutions.com/uploads/images/gallery/2025-07/Tukimage.png) That's it.