All about
Sufio is an invoicing app that can be used for Shopify stores or used as a standalone invoicing solution. Anytime you need to break down your items sold, taxes, and other line items, like for larger orders which require documentation. This is typical for B2B eCommerce or wholesale orders.
Sufio is focused on 3 pillars of invoicing:
- Automation
- Compliance
- Branding
Sufio comes with automatic invoicing that can be setup based on orders created, paid, fulfilled, or really any custom field you want to bring into the tool. It can automatically create links to invoices which can be embedded in order confirmation emails, order confirmation pages on your site, Klaviyo workflow sequences, or really any place you want them. Sufio integrates with your Stripe account so that you can take payments directly from your invoice (they don't charge any fees for this, but Stripe fees do apply).
There are 6 templates to get started with and then customize around your brand, brand colors, logos, and how you want the invoice line items and totals to appear.
Sufio’s invoicing is compliant with (tax and other compliance) regulations in over 50 countries and has enough flexibility to basically be compliant with anything you need including custom compliance by language, region, country, etc.
This tool can take in your customers language or currency preference, store it as a custom field, and then using one of their language/translation partners, can push invoices in your customers native language and/or currency. You can even show the customer the invoice in multiple currencies in order to be compliant for both their purchase and your own transaction records.
If you’re using a tool like Zonos or Avalara to properly add duties and taxes at checkout, that will of course carry over to Sufio to ensure that you are charging your customers all applicable taxes, duties, and fees associated with their order.
Sufio allows you to collect VAT registration at checkout, on the customer account page, or on the invoice, and they validate the number is real and can verify using the EU VAT tool to set the customers status (such as tax-exempt, or otherwise).
You can easily include HS (Harmony Systems) and COO (Country of Origin) codes to any invoice.
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
-
- List
-
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
There are plenty of invoicing tools, but not many understand the eCommerce merchant. Sufio is designed to help merchants not just on sending, but on the automated creation of invoices using their granular triggering system and integration with Shopify.
Sufio is going to save your team time by automating the invoicing process. This will also save many hours in back and forth and customer service. By having payment right within the invoice, you are likely to see faster payments, which means better cash flow.
Sufio is primarily for the sales manager or wholesale manager of a B2B eCommerce brand. They will come into the tool regularly to check outstanding invoices, make sure invoices are being sent out and paid timely, and to know which accounts need communication or follow up to close payments. Your operations team may even peek into the tool or connect with it to check on payment status before sending out product.
Sufio isn’t for all merchants, so first of all: Are you currently sending invoices? Typically this is for large orders from your store, where someone may, instead of checking out, simply email you saying “I want 400 widgets.” And then you send the invoice and the money comes in.
Sufio works great with international merchants, and selling internationally, and is especially helpful for European merchants looking for ensuring compliance with VAT and EU tax regulations.