This guide provides all the essential information about designing your invoice template.
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: On the “Design” screen, a preview of the selected template will be visible. You can change the default template by clicking the “Change Primary Template” button.
There are six template designs to choose from:
- Simplex
- Stripe
- Clipper
- Trigon
- Typewriter
- Drag & Drop (Only for Advanced and Enterprise Plans)
Step 6: After selecting the Template Design, a preview of the chosen template will appear on the right side of the screen. There are five main sections listed on the left side for configuration. The General and Data Fields sections are used to customize the templates.
Template customization is simple, as all text fields are inline-editable. You can click on any text to edit it.
General
Under the “General” section, you have three customization options available.
1. Design
Under the “Design” section, you can change the settings below:
- Logo: You can add or change your logo.
- Logo Size: You can adjust your logo size.
- Font Name: You can change your font, as Easy Invoice+ uses Google Fonts. If you want to add a different font, please submit a support ticket from the Easy Invoice+ dashboard by clicking the “Support” button, or email us at support@softify.co.
- Primary Template Color: You can customize the color of your template by selecting from predefined colors or entering a HEX code to choose a specific color.
- Text Color: You can customize the text color of your template by selecting from predefined colors or entering a HEX code to choose a specific color.
- Text Font Size: You can customize the text font size, which is measured in pixels.
- Caption Font Size: You can customize the caption font size, which is measured in pixels.
- How to Display Variants?: You can change how to display variants. You have three options such as “Single Line”, “Multiple Line”, and “Don’t Display”.
- How to Display Product Images?: You can choose how to display product images with the following options: “Small”, “Medium”, “Large”, and “Don’t Display”.
2. Localization
Under the “Localization” section, you can change the settings below:
- Date Format: You can change the date format by choosing from twelve different date formats.
- Time Format: You can change the time format by selecting “AM/PM”, “24-Hour”, or “Don’t Display”.
- Address Format: You can change the address format by choosing a country or selecting “International”. If you can’t find the country you’re looking for, you can select the “Custom” option to create an address format according to your country.
- Document File Extension: You can change the extension type by choosing “PDF” or “HTML”.
- Display Currency: You can choose to show or hide the currency.
- Currency Format: You can change the currency format by choosing from six different currency formats.
- Currency Conversion Method: You can change the currency conversion method by selecting from five options:
- Passive
- Shopify Native Currency
- Bold Multi-Currency
- Coin Currency Converter
- Currency Converter+
If you are using the native multi-currency functionality of Shopify, there is not further action needed. If you are using a third-party app for currency conversion, please select the app and click here to finish setting up your app for multi-currency invoices.
3. Social Media
You can select show or hide and add URLs of their Social Media sites such as Facebook, Twitter, Instagram, Youtube, Pinterest, and LinkedIn
4. Data Fields
Product Data Fields
Under the “Product Data Fields” section, you can show or hide these data below:
- SKU
- Vendor
- Barcode
- Hs Code
- Country of Origin
- Weight
- Fulfillment Status
- Quantity
- TAX
- Unit Price
- Total Price
- Discounted Price
Order Data Fields
Under the “Order Data Fields” section, you can show or hide these data below:
- Shipping Information
- Billing Information
- Customer Information
- Order Date
- Order Number
- Order Note
- Order Tip
- Shipping Carrier
- Cancellation Message
- Discount Line
- Sub Total Line
- Shipping Line
- Tax Line
- Combined Tax View
- Refunds
- Total Paid Line
- Paid & Amount Due Line
5. Terms and Conditions
Under the “Terms and Conditions” section, you can show or hide the data below:
- Issue Date
- Due Date
- Payment Gateway
- Credit Card Number
- Payment Terms
Step 7: After making the necessary changes, click on the “Save Changes” button in the top right corner.
Step 8: After saving changes, you can click on the print, download, and send buttons to see the final result.
Note: If you want to make changes to other document types, click on the “Change Template” button and select the template in the upper right corner. Please note that the options may vary depending on the document/template type.
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.