This guide provides all the essential information on configuring automatic invoice delivery in Easy Invoice+.
Step 1: Log in to your Shopify account.
Step 2: Navigate to the Apps section of your Shopify store and select Easy Invoice+. You will be automatically redirected to the app dashboard.
Step 3: From the dashboard, click on Template Design.
Step 4: Navigate to the Mail Settings section.
Step 5: Under the Delivery & Sender section, open the Automatic Delivery Options dropdown and choose your preferred method for sending invoices. The available options are:
- Manual: Invoices are sent manually. This is the default setting.
- Auto On Order: Invoices are sent automatically when a customer places an order.
- Auto On Payment: Invoices are sent automatically when a payment is completed.
- Auto On Fulfillment: Invoices are sent automatically once the order is fulfilled.
- Auto Only For Copy Address: Invoices are sent only to the BCC email address when an order is placed.
You can also apply advanced conditions for invoice delivery based on order tags or payment gateways. Click here for more information.
Step 6: Once you’ve made your selection, click the Save button at the top center of the screen to apply your changes.
Need Additional Help?
If you’re still experiencing issues, feel free to reach out to our support team:
- Visit the Help Center section within your Easy Invoice+ dashboard to create a ticket
- Or click here to email us directly.
We’re always happy to help!