This guide provides all the essential information on receiving payments.
There are three methods for accepting payments from your customers. These are:
- Sending Drafts
- Custom Invoicing
- Pro forma Invoices
Sending Drafts
If you’re using Shopify Payments to accept customer payments, sending drafts with Easy Invoice+ is one of the available options for receiving payments directly through Shopify.
You can send your drafts with Easy Invoice+ from your Shopify Admin.
Or you can send them from the “Drafts” section of Easy Invoice+
When you send a draft to your customers, they will receive an email with a “Click Here” button to make their payments.
You can change the e-mail content from the “Template Design” section of Easy Invoice+.
You can get more information about the template customization by clicking here.
Important Note: Please make sure that you complete your payment set up on the Shopify Admin before sending drafts to your customers. You can get more information on how to set up Shopify Payments here: https://help.shopify.com/en/manual/payments/shopify-payments
Custom Invoicing
With Custom Invoicing, you can create invoices and receive payments by sending them to your customers.
Please follow the steps below:
Step 1: Customize your “Custom Invoice Template”.
You can get more information about the template customization by clicking here.
Step 2: After customizing your template, add your payment gateways by clicking “Payment Gateways” under “Custom Invoicing”.
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 the payment method you wish to add.
Step 3: After adding payment gateways, create a “Custom Invoice” from the Easy Invoice+ dashboard.
You can get more information about creating Custom Invoice Templates by clicking here.
You can get partial payments with Custom Invoicing.
Step 4: After creating your custom invoice, you can send it to your customer by clicking the “Send” button on the invoice detail page, or by using the “Actions” button to send it.
After sending the invoice, you can follow transactions from the “Transactions” section under “Custom Invoicing”.
You can also add reminders to your invoices.
Simply click on the “Reminders” button from the “Custom Invoicing” dropdown menu, and click on the “Create” button. After filling in the necessary fields, click on the “Save Changes” button in the top right corner.
Now you can add a reminder to your custom invoice by clicking and selecting from the “Reminders” section inside the “Custom Invoice”.
Pro Forma Invoices
With Pro Forma Invoices, you can create invoices and receive payments by sending them to your customers.
Pro Forma Invoices use Shopify Payments. Please make sure that you complete your payment setup on the Shopify Admin before sending drafts to your customers.
You can get more information on how to set up the Shopify Payments here: https://help.shopify.com/en/manual/payments/shopify-payments
Please follow the steps below:
Step 1: Customize your Pro Forma Template.
You can get more information about the template customization by clicking here.
Step 2: After customizing your template, create a Pro Forma Invoice from the Easy Invoice+ dashboard.
You can get more information about creating Pro Forma Invoices by clicking here.
After adding the necessary information, click on the “Save Changes” button in the top right corner.
Step 4: After creating your custom invoice, you can send it to your customer by clicking the “Send” button on the Invoice detail page, or using the “Actions” button to send it.
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.