Generate invoice and shipment automatically when a new order is placed in Magento 2

Many merchants wants to create invoice / shipment and complete the order all at once when place order. So today I will discuss about how achieve their need. Although it’s custom needs/requirement so we need to create a custom module for that.

In that case, you need to do is to observe the checkout_submit_all_after event. So lets start.

Here Vendor is ‘SR’ and Module name ‘AutoInvoiceShipment’.

So create a module you can follow this post

Create events.xml [SR/AutoInvoiceShipment/etc/events.xml]

<?xml version="1.0"?>
<config xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="urn:magento:framework:Event/etc/events.xsd">
    <event name="checkout_submit_all_after">
        <observer name="sr_auto_invoice_shipment_checkout_submit_all_after" instance="SR\AutoInvoiceShipment\Observer\CheckoutAllSubmitAfterObserver"/>
    </event>
</config>

Create observer class for that [SR/AutoInvoiceShipment/Observer/CheckoutAllSubmitAfterObserver.php]

namespace SR\AutoInvoiceShipment\Observer;

use Magento\Framework\Event\Observer;
use Magento\Framework\Event\ObserverInterface;

class CheckoutAllSubmitAfterObserver implements ObserverInterface
{
    /**
     *
     * @var \SR\AutoInvoiceShipment\Helper\Data
     */
    protected $helper;

    /**
     * @param \SR\AutoInvoiceShipment\Helper\Data $helper
     */
    public function __construct(
        \SR\AutoInvoiceShipment\Helper\Data $helper
    ) {
        $this->helper = $helper;
    }

    /**
     *
     * @param Observer $observer
     * @return $this
     */
    public function execute(Observer $observer)
    {
        if(!$this->helper->isEnabled()) {
            return $this;
        }

        $order = $observer->getEvent()->getOrder();
        if(!$order->getId()) {
            return $this;
        }

        $invoice = $this->helper->createInvoice($order);
        if($invoice) {
            $this->helper->createShipment($order, $invoice);
        }

        return $this;
    }
}

Create a helper[SR/AutoInvoiceShipment/Helper/Data.php]

namespace SR\AutoInvoiceShipment\Helper;

use Magento\Framework\App\Helper\AbstractHelper;

class Data extends AbstractHelper
{
    const MODULE_ENABLED = 'sr_auto_invoice_shipment/settings/enabled';

    /**
     * @var \Magento\Framework\App\Config\ScopeConfigInterface
     */
    protected $scopeConfig;

    /**
     *
     * @var \Magento\Sales\Model\ResourceModel\Order\Invoice\CollectionFactory
     */
    protected $invoiceCollectionFactory;

    /**
     *
     * @var \Magento\Sales\Model\Service\InvoiceService
     */
    protected $invoiceService;

    /**
     *
     * @var \Magento\Sales\Model\Order\ShipmentFactory
     */
    protected $shipmentFactory;

    /**
     *
     * @var \Magento\Framework\DB\TransactionFactory
     */
    protected $transactionFactory;

    /**
     * @param \Magento\Framework\App\Helper\Context $context
     * @param \Magento\Framework\App\Config\ScopeConfigInterface $scopeConfig
     * @param \Magento\Sales\Model\ResourceModel\Order\Invoice\CollectionFactory $invoiceCollectionFactory
     * @param \Magento\Sales\Model\Service\InvoiceService $invoiceService
     * @param \Magento\Sales\Model\Order\ShipmentFactory $shipmentFactory
     * @param \Magento\Framework\DB\TransactionFactory $transactionFactory
     */
    public function __construct(
        \Magento\Framework\App\Helper\Context $context,
        \Magento\Framework\App\Config\ScopeConfigInterface $scopeConfig,
        \Magento\Sales\Model\ResourceModel\Order\Invoice\CollectionFactory $invoiceCollectionFactory,
        \Magento\Sales\Model\Service\InvoiceService $invoiceService,
        \Magento\Sales\Model\Order\ShipmentFactory $shipmentFactory,
        \Magento\Framework\DB\TransactionFactory $transactionFactory
    ) {
        parent::__construct($context);
        $this->scopeConfig = $scopeConfig;
        $this->invoiceCollectionFactory = $invoiceCollectionFactory;
        $this->invoiceService = $invoiceService;
        $this->shipmentFactory = $shipmentFactory;
        $this->transactionFactory = $transactionFactory;
    }

    public function createInvoice($order)
    {
        try {
            $invoices = $this->invoiceCollectionFactory->create()
                ->addAttributeToFilter('order_id', array('eq' => $order->getId()));

            $invoices->getSelect()->limit(1);

            if ((int)$invoices->count() !== 0) {
                return null;
            }

            if(!$order->canInvoice()) {
                return null;
            }

            $invoice = $this->invoiceService->prepareInvoice($order);
            $invoice->setRequestedCaptureCase(\Magento\Sales\Model\Order\Invoice::CAPTURE_OFFLINE);
            $invoice->register();
            $invoice->getOrder()->setCustomerNoteNotify(false);
            $invoice->getOrder()->setIsInProcess(true);
            $order->addStatusHistoryComment('Automatically INVOICED', false);
            $transactionSave = $this->transactionFactory->create()->addObject($invoice)->addObject($invoice->getOrder());
            $transactionSave->save();
        } catch (\Exception $e) {
            $order->addStatusHistoryComment('Exception message: '.$e->getMessage(), false);
            $order->save();
            return null;
        }

        return $invoice;
    }

    public function createShipment($order, $invoice)
    {
        try {
            $shipment = $this->prepareShipment($invoice);
            if ($shipment) {
                $order->setIsInProcess(true);
                $order->addStatusHistoryComment('Automatically SHIPPED', false);
                $this->transactionFactory->create()->addObject($shipment)->addObject($shipment->getOrder())->save();
            }
        } catch (\Exception $e) {
            $order->addStatusHistoryComment('Exception message: '.$e->getMessage(), false);
            $order->save();
        }
    }

    public function prepareShipment($invoice)
    {
        $shipment = $this->shipmentFactory->create(
            $invoice->getOrder(),
            []
        );

        return $shipment->getTotalQty() ? $shipment->register() : false;
    }

    /**
     * Is the module enabled in configuration.
     *
     * @return bool
     */
    public function isEnabled()
    {
        return $this->scopeConfig->getValue(self::MODULE_ENABLED);
    }
}

That’s it.

If you want an option that you can handle this module on/off. So create a configuration
[SR/AutoInvoiceShipment/etc/adminhtml/system.xml]

<?xml version="1.0"?>
<config xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="urn:magento:module:Magento_Config:etc/system_file.xsd">
    <system>
        <section id="sr_auto_invoice_shipment" translate="label" type="text" sortOrder="1300" showInDefault="1" showInWebsite="1" showInStore="1">
            <label>Auto Invoice Shipment</label>
            <tab>sales</tab>
            <resource>SR_AutoInvoiceShipment::sr_auto_invoice_shipment</resource>
            <group id="settings" translate="label" sortOrder="1000" showInDefault="1" showInWebsite="1" showInStore="1">
                <label>Extension Settings</label>
                <field id="enabled" translate="label" type="select" sortOrder="10" showInDefault="1" showInWebsite="1" showInStore="1" canRestore="1">
                    <label>Enabled</label>
                    <source_model>Magento\Config\Model\Config\Source\Yesno</source_model>
                </field>
            </group>
        </section>
    </system>
</config>

Download Full Module From Here

5 thoughts on “Generate invoice and shipment automatically when a new order is placed in Magento 2

    1. Sorry forget my last statement, the payment method was set to authorisation whereas it needed to be set to sale for the payment to be collected before the invoice is created. All working great now 😉

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