You can watch the video tutorial, which provides a step-by-step guide through the process.
You can receive payments by sending a payment link to your customers by following the simple steps below:
By default, when you send a draft order with Simple Invoice, the payment link is sent with the email content. You can find added code for draft orders below:
{% if order.is_draft %}If you would like to make a payment please click here.{% endif %}
The Draft payment link won’t be visible in your regular invoice emails sent for your Shopify orders placed by your customers. If you send a draft order to your customer, this sentence will be visible in the email alongside the other content. If your customers click on the link, they will be redirected to your Shopify store to make a payment.
To receive payments for orders with a pending financial status, add the code below:
{% if order.financial_status == ‘pending’ %}You can complete payment here : {{ order.checkout_url }}{% endif %}
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on “Settings” in the Simple Invoice dashboard.
Step 3: Scroll down to the ‘Sending Options’ section, click on the ‘Mail Content Field’, and add the code below:
{% if order.financial_status == ‘pending’ %}You can complete payment here : {{ order.checkout_url }}{% endif %}
This payment link won’t be visible in your regular invoice emails sent for your Shopify orders placed by your customers. If you send your customer an order with the pending financial status, this sentence will be visible in the email alongside the other content with the payment link. If your customers click on the link, they will be redirected to your Shopify store to make a payment.
Step 4: Please click the “Save” button to confirm your changes.
After you add the payment link to your invoice emails, you can send draft orders to your customers by using Simple Invoice.
You can get more information on how to send invoices for your draft orders by clicking here.
It’s also possible to add a payment link to the ‘My Account’ page of your Shopify store. This allows customers to conveniently pay any remaining balance on their orders with a single click from the ‘My Account’ section whenever needed.
You can get more information on how to send invoices for your draft orders by clicking here.
As an alternative, you can use the ‘Quote’ functionality of Simple Invoice to increase your revenue and improve productivity.
A quote is an agreement between you and your customer to provide a service or product at an agreed-upon price and within a specific time frame. The quote shows a breakdown of the individual charges added together to create the total cost. You can create quotes and get paid by your customers instantly.
You can get more information about the ‘Quote’ functionality by clicking here.