This guide provides all the essential information about creating and sending custom invoices.
Please follow the steps below:
Step 1: Log in to your Shopify account.
Step 2: Go to the “Apps” section of your Shopify store and select Easy Invoice+. You will be automatically redirected to the app dashboard.
Step 3: Click on “Custom Invoicing” under the “Accept Payments” section and then select “Invoices”.
Step 4: Click on the “Create Invoice” button.
If you haven’t customize your template yet, you can get more information about how to customize your template by clicking here.
Step 5: On the “Custom Invoice Settings” page, click on the “Customer Details” button on the left side of the page or click on either the “Shipping Details”, “Billing Details” or “Customer Details”.
Step 6: After adding all the details, click on “Product Details” on the left side of the page or click on the Product Line to add products.
You can make changes to the selected products by clicking on one of them. After making the necessary changes, click on the “Save Product” button.
You can also add a custom product to your invoice. On the “Product Details”, click on the “Add Custom Product” button.
After adding the necessary information, click on the “Add Product” button.
Note: After adding all the necessary products, if you want to apply a discount or add shipping to your custom invoice, please follow step 7. Otherwise, proceed to step 8.
Step 7: After adding all the products, click on “Price Details” to apply a discount or add shipping to your custom invoice.
Step 8: After adding all the necessary information, click on the “Terms and Conditions” to show/hide the options below:
- Issue Date
- Due Date
- Shipping Date
- Payment Date
- Payment Terms
Note: After selecting all the necessary options, if you want to apply a reminder to your custom invoice please follow step 9, otherwise please proceed to step 10.
Step 9: Click on the “Reminders” button on the left side of the page to add a reminder to your custom invoice.
- To create a reminder, please click on the “Reminders” button under “Custom Invoicing” in the Easy Invoice+ dashboard.
- Click on the “Add Reminder” button.
- Customize the fields by adding Title, Email Subject, Sender Name&Email, and selecting when and in how many days a reminder will be sent.
- Click on the “Save Changes” button on the top right side.
Step 10: Type your invoice number by simply clicking on the “Invoice Line”.
Step 11: After making the necessary changes, click on the “Save Changes” button in the top right corner.
Step 12: After creating your custom invoice, you need to add payment gateways to collect payment from your customers.
After adding the necessary information to the “Manual Payment Methods”, click the “Save Changes” button on the top right corner.
If you want to add different payment methods, please visit the “Support” section in your app dashboard to create a ticket, or click here to email us about the payment method you’d like to add.
Step 13: After performing a final check on the invoice, you can view the Invoice Checkout and then print, download, or send the custom invoice.
Template customization is easy, as all text fields are inline-editable. Simply click on any text to change it.
Note: You can also print, download, or send the custom invoice from the “Invoices” section under “Custom Invoicing” by clicking on the “Actions” button and selecting the desired action.
If you have any additional questions, please visit the “Support” section in your app dashboard to then create a ticket, or click here to email us with your query.
We are always here to help.