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: 

 

 

 Step 2: Ship to one of the addresses: Click the QA 

 

 Then click `Create Shipment`. Confirm that shipment was created successfully: 

 

 Go into that shipment: 

 

 Notice the Quote Address status is  Then click `View in Shipping Manager` 

 

 When shipment was first created; it's in `New` status; it's not actually shipped yet. Click `Print Shipping Label` to actually ship it 

 

 Go back to the Quote Address, confirm that its status is now Shipped: 

 

 

 Step 3: Execute partial-email-and-invoice: Go to the order. Then click button `Invoice & Capture` 

 

 

 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: 

 

 To verify, click `Invoices` tab: 

 

 

 Invoice 1000400015 is the invoice created by `Daily Ship & Capture`. Also, go to Admin -> Reports -> Multi-ship Email Log 

 

 

 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`: 

 

   

 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">

 <job instance="Frans\MultiShip\Cron\InvoiceFutureShips" method="execute" name="future_ship_capture_cron">

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: 

 

 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`: 

 

 2/ Notice that `Save customer payment method` flag is `Disabled`; which caused the bug we saw earlier. Switch it to `Enabled` and click Save. 

   

   

 

 

 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: 

 

 

   

   

   

  

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% 

 

 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: 

 

 Step 2a : Rule one: Product Taxes: 

 

 

 

 Step 2b : Rule two: Shipping taxes 

 

 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 

 

 3b: Configure Shipping Tax Price Calculation as `Including Tax`: 

 

   

 That's it.