This guide provides all the essential information for configuring and customizing your invoice email settings 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: Customize the Invoice Email Settings
Under the Delivery & Sender section:
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Automatic Delivery Options: By default, this is set to Manual. If you’re on the Basic plan or higher, you can choose from the following options:
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Auto on Order
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Auto on Payment
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Auto on Fulfillment
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Auto Only for Copy Address
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Email Subject: Customize the subject line of your invoice emails.
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Sender Name: Define the name your customers will see as the email sender.
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Sender Email Address: This is the email address displayed to your customers as the sender.
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BCC (Blind Carbon Copy): Add additional email addresses to receive invoice copies—these addresses remain hidden from your customers.
Under the Attachments & Content section:
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Attachment Options: Choose whether or not to send the invoice as a PDF attachment.
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Invoice Email Content: Customize the body content of the invoice email.
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Quick Edit Email Content: Adjust the invoice email content used when sending invoices via the Quick Edit feature.
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!