This guide provides all the essential information on sending invoices.
If you want to learn more about sending invoices manually, click here for additional information.
Please follow the steps,
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 “Template Design” on the left side panel of Easy Invoice+ and select “Invoice” from the “Change Template” dropdown menu.
Step 4: Click on the “Mail Settings”. There are eight options to customize:
- Automatic Delivery Options: You can select how invoices are sent to your customers, an option available for users subscribed to the Basic or higher plans. There are five delivery options to choose from:
- Manual: By default, Automatic Delivery is set to Manual.
- Auto On Order: Customers receive an invoice as soon as they place an order on your site.
- Auto On Payment: Customers receive an invoice as soon as they make a payment.
- Auto On Fulfillment: Customers receive an invoice as soon as you fulfill their order.
- Auto Only For BCC: E-mails in the BCC field receive an invoice as soon as an order is placed on your site.
- E-mail Subject: This is the subject line that your customers will see when they receive their invoice e-mail.
- Sender Name: Your customers will see this name as a sender.
- Sender E-mail Address: Your customers will see this e-mail address as a sender.
- BCC (Blind Carbon Copy): You can add an additional email address to this field to collect invoices in one inbox. This email address will not be visible to your customers.
- Attachment Options: You can choose to send invoices as an attachment by selecting “Send invoices as attachments”. By default, this option is set to “Don’t send invoices as attachments”.
- Invoice E-mail Content: This is the invoice e-mail content sent to your customers. You can change or edit the content.
- Quick Edit E-mail Content: This is the e-mail content sent to your customers when you edit their invoices with the “Quick Edit” functionality of Easy Invoice+.
Important Note: When using multiple languages, Easy Invoice+ will automatically send the invoice in the appropriate language based on your customer’s shipping address.
Step 5: After making the necessary changes, click the “Save Changes” button in the top right corner.
A comprehensive tutorial on receiving payments is available here: How to receive payments?
If you have any additional questions, please visit the “Support” section in your app dashboard to create a ticket, or click here to e-mail us with your query.
We are always here to help.