This guide will provide you with all the necessary information about sending invoices and receiving payments from customers.
There are three ways you can accept payments from your customers. These are;
- Sending Drafts
- Custom Invoicing
- Pro forma Invoice
Sending Drafts
If you are using Shopify Payments to accept payments from your customers, Sending Drafts with Easy Invoice+ is one of the options for you to receive payments through Shopify.
You can send your drafts with Easy Invoice+ from Shopify Admin.
Or you can send it from the drafts section of Easy Invoice+
When you send a draft to your customers, they receive your email with a “click here” button to make payments.
You can change the Mail Content from the Design section of Easy Invoice+.
You can get more information about the customization of the templates 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 the 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 customization of the templates 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 go to the “Support” section on your app dashboard and then create a ticket or just click here to send us an email about 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 the Custom Invoicing templates by clicking here.
You can get partial payments with Custom Invoicing.
Step 4: After creating your custom invoice, send your custom Invoice to your customer by clicking on the Send button in the Invoice or using the Actions button to send.
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 customization of the templates 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 the Pro Forma Invoice 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, send your custom Invoice to your customer by clicking on the Send button in the Invoice or using the Actions button to send.
If you have further questions, please go to the “Support” section on your app dashboard and create a ticket or click here to send us an email about your question.
We are always happy to help.