In this guide, you will find all the key details regarding the initial setup of Easy Invoice+.
Please proceed with the outlined steps to complete the document setup.
Step 1: Sign in to your Shopify account.
Step 2: Within your Shopify store, click on the “Apps” section and select Easy Invoice+.
Step 3: In the left navigation panel of Easy Invoice+, click on “Template Design”.
Step 4: In the Template Design section, you have the option to use the default template, Simplex, or select an alternative template for your documents by clicking the “Change Document Design” button.
We provide six distinct templates for your selection:
- Simplex
- Stripe
- Clipper
- Trigon
- Typewriter
- Drag & Drop (available exclusively for Advanced and Enterprise Plans)
Step 5: Once you’ve selected the desired template for your documents, you’re ready to personalize them. Customization is divided into five main sections, each offering various options:
General consists of three sections:
- Design: This section allows you to add and resize your company logo, select and adjust font, color, and size, customize template colors, choose how to display variants and product images, and determine product sorting options.
- Localization: Here, you can set the date, time, address, and weight formats, choose the document file extension, change the document file name, customize the currency format, and select the currency conversion method.
- Social Media: This section enables you to show/hide and add URLs for your social media sites, including Facebook, X, Instagram, YouTube, Pinterest, and LinkedIn.
Data Fields consists of three sections:
- Product Data Fields: This section allows you to show or hide product-related information in your documents, such as SKU, barcode, HS code, country of origin, weight, fulfillment status, and more.
- Order Data Fields: Here, you can display or hide order-related information, including shipping details, order date, order number, discount line, tax line, and other relevant data.
- Terms and Conditions: This section enables you to show or hide details such as issue and due dates, payment gateway, credit card number, and payment terms.
Delivery Settings consists of four sections:
- Mail Settings: This section allows you to configure the conditions for automated invoice sending and customize the email content for your documents.
- Reminder Settings: Here, you can define the conditions for document reminders, including the content of reminder emails and the timing for sending them.
- SMSBump: This section enables you to set up SMS sending options, such as automatic SMS notifications.
- Optional Delivery Conditions: Here, you can configure additional conditions for sending invoices, such as order tags or payment gateways.
Upload Options consists of two sections:
- Google Drive: This section allows you to link your Easy Invoice+ account with Google Drive.
- FTP File Upload: Here, you can locate the necessary fields to connect your Easy Invoice+ account with your FTP server for file uploads.
Additional Settings consists of two sections:
- Prefix & Number Settings: This section includes fields for setting sequential invoice numbering, such as Invoice Prefix and Invoice Start Number.
- Additional Page Attachment: Here, you can add static HTML-formatted information to your documents, such as banking information, terms and conditions, etc., as an additional page to your documents.
You can click and change any text you see on the template preview since all text fields can be edited inline.
Step 6: Once you have made the necessary changes, click the “Save Changes” button located in the top right corner.
Please note that to modify other document types, you must click the “Change Template” button and select the desired template in the upper right corner.
Please be aware that available customization options may vary depending on the document type.
For an in-depth tutorial on sending invoices, please click here: How to send invoices?
Once you have completed the customization step, you can process invoices from the following locations:
- Orders section of your Shopify Store Admin
- Orders section of Easy Invoice+
Processing Orders from the Shopify Store Admin
Step 1: Navigate to the “Orders” section of your Shopify Store Admin.
Step 2: Select one or more orders, click the “More actions” button near the “Capture payments” button, and then choose the desired process.
You can also process orders directly from the order details page of your Shopify store.
Processing Orders from Easy Invoice+
Step 1: Navigate to the “Orders” section of Easy Invoice+.
Step 2: Click the “Actions” button, then select the desired process from the dropdown menu.
Processing orders is also available from the order details page of Easy Invoice+.
You can process multiple orders using the following steps:
- Select the orders you want to process by checking the corresponding boxes.
- Click the “Batch Actions” button.
- Choose the desired processing option from the dropdown menu.
Bulk Processing is only available on Advanced or Enterprise Plan
Important information about bulk processing invoices
Under normal conditions, you can process up to 50 invoices without any issue. Only Easy Invoice+ can process up to 100 invoices at once. If you add additional data such as metafields or tags, it may take too long to process invoices, or it may not print the information as you expected. The most common solution for that issue is to hide the product images. It may speed up the whole process at once. After turning off product pictures, if you still have inconsistencies with the batch document processing, you may try to turn off product variants or additional product details like product properties from the Design section.
If you have additional questions, please visit the “Support” section on your app dashboard to create a ticket, or click here to email us your question directly.
We are always here to help.