You can watch the video tutorial, which provides a step-by-step guide through the process.
Please be aware that utilizing the custom invoice numbers feature may require attention to detail. If you inadvertently use incorrect number formatting, you have the option to reset the numbers entirely by selecting the “Reset Numbers” button.
For detailed guidance, please refer to our step-by-step video tutorial below:
Also, you can generate invoice numbers for your orders by following the simple steps below:
The custom invoice number is a unique, sequential number that is systematically assigned to your invoices.
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on “Templates” in the Simple Invoice dashboard.
Step 3: Click the ‘Other Settings’ section, scroll down to the ‘Custom Invoice Numbering’, and customize the fields and options according to your needs. The customizable fields and options are;
Show Custom Invoice Number Option: If you want to show the Invoice Number on your invoice, you need to activate this option.
Invoice Prefix: The prefix field is optional. You can type anything.
Invoice Suffix: The suffix field is optional. You can type anything.
Invoice Start Number: You can type any number into this field. For example, if you type “1” into the Invoice Start Number” field, the first invoice you print or download will be numbered “1” and the second one will be “2”.
Start Date: You can set a specific date and time for numbering your invoices. If you set a start date like 01.01.2024 and print one of your orders from 2023, that order won’t be numbered sequentially.
Numbering Shopify POS Orders Option: If you don’t wish to number your POS orders, you need to change “Do not apply sequential invoice numbers to Shopify POS orders.” to “On”.
If you leave these fields blank, your Shopify order ID will be used on your invoices.
Since invoice numbers are generated on the fly, you need to “process” the order first. These are the options regarding processing orders:
You can print the order as an invoice to get the custom invoice number.
You can download the order as an invoice to get the custom invoice number.
You can send an order as an invoice to get the custom invoice number.
You can activate automatic invoice delivery to receive automatic custom invoice numbers.
You can also activate one cloud uploading option like Google Drive, Dropbox, or FTP. Since Simple Invoice will automatically upload your invoices, it will also assign the custom invoice numbers.
Step 4: Please click the “Save” button to confirm your changes.
