This guide provides all the essential information on creating sending conditions for invoices.
You can set two different settings to create sending conditions for your invoices.
These settings are the “Automatic Delivery Options” and the “Optional Delivery Conditions”.
How to set the Automatic Delivery Options
Please follow the steps below:
Step 1: Log in to your Shopify account.
Step 2: Go to your Shopify store’s “Apps” section and select Easy Invoice+. You will be automatically redirected to the app dashboard.
Step 3: Click “Design” on the left side panel of Easy Invoice+ and select “Invoice”.
Step 4: Click on the “Mail Settings”.
Step 5: Click on the “Automatic Delivery Options” and choose how you want your invoices to be sent. There are five options you can choose from:
- Manual: As default, Automatic Delivery is set to Manual.
- Auto On Order: As soon as your customers place an order on your site, they will receive an invoice.
- Auto On Payment: As soon as your customers make a payment, they will receive an invoice.
- Auto On Fulfillment: As soon as you fulfill your order, your customers will receive an invoice.
- Auto Only For Copy Address: As soon as your customers place an order on your site, E-mails in the BCC field will receive an invoice.
Step 6: Click on the “Save Changes” button in the top right corner.
How to set the Optional Delivery Conditions
Step 1: Click “Design” on the left side panel of Easy Invoice+ and select “Invoice”.
Step 2: Click on the “Optional Delivery Conditions”.
Step 3: There are five optional delivery conditions you can use:
- Send invoices automatically to the orders with these tags: When you add an order tag to this field, Easy Invoice+ sends invoices automatically only to the orders with these tags.
- Do not send invoices automatically to the orders with these tags: When you add an order tag to this field, Easy Invoice+ does not send invoices automatically to the orders with these tags.
- Send invoices automatically to the orders with these payment gateways: When you add a payment gateway to this field, Easy Invoice+ sends invoices automatically only to the orders with these payment gateways.
- Do not send invoices automatically to the orders with these payment gateways: When you add a payment gateway to this field, Easy Invoice+ does not send invoices automatically to the orders with these payment gateways.
- Send invoices automatically for Shopify POS orders: When you set this option to “On”, Easy Invoice+ sends invoices automatically for Shopify POS orders.
Step 4: After making the necessary changes, click on the “Save Changes” button in the top right corner.
Important Note: In order to use optional delivery conditions, you need to add the exact payment gateways or order tags into these fields.
Please follow the steps below to get the exact payment gateway:
Log in to your Shopify Store Admin and Navigate to the Orders section.
Click on the order you wish to get the payment gateway name, and, on the Order Details page, add the ‘.json’ at the end of the address line.
To find it easily and quickly, write “gateway” on the search field ( Ctrl+F for Windows or Cmd+F for MacOS), and hit the “Enter” key.
Please copy or write the exact gateway name (without Double Quotation Marks) to the field.
If you have any additional questions, please visit the “Support” section in your app dashboard to create a ticket, or click here to email us with your query.
We are always here to help.