This guide will provide you with all the necessary information about sending invoices.
If you wish to know more about sending invoices manually, you can get more information by clicking here.
Please follow the steps,
Step 1: Log in to your Shopify account.
Step 2: Click on the “Apps” section of your Shopify store and click on Easy Invoice+. Easy Invoice+ will automatically redirect you to the app dashboard.
Step 3: Click on the “Design” on the left side panel of the Easy Invoice+ dashboard and click on the Invoice.
Step 4: Click on the “Mail Settings”. There are eight options to customize. Those options are;
- Automatic Delivery Options: You can choose how your invoices send. This option is available for our users who subscribe to Basic or higher plans. There are five options you can choose from. The sending options are;
- Manual: As default, Automatic Delivery is set to Manual.
- Auto On Order: As soon as your customers place an order on your site, they will receive an invoice.
- Auto On Payment: As soon as your customers make a payment, they will receive an invoice.
- Auto On Fulfillment: As soon as you fulfill your order, your customers will receive an invoice.
- Auto Only For BCC: As soon as your customers place an order on your site, E-mails in the BCC field will receive an invoice.
- E-mail Subject: This is the e-mail subject field your customers see when they get their invoice e-mail.
- Sender Name: Your customers will see this e-mail address 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 another e-mail address to this field to collect your invoices in one inbox. Your customers will not see this e-mail address.
- Attachment Options: You can choose to send invoices as an attachment by selecting “Send invoices as attachments”. As a default, This option is set to “Don’t send invoices as attachments”.
- Invoice E-mail Content: This is the invoice e-mail content you sent your customers. You can change or edit content here.
- Quick Edit E-mail Content: This is the e-mail content you sent to your customers when you edit their invoices with the Quick Edit functionality of Easy Invoice+.
Important Note: If you are using more than one language, Easy Invoice+ will send the right language invoice based on the shipping address of your customer.
Step 5: After making the necessary changes, click on the Save Changes button in the top right corner.
A highly detailed tutorial about receiving payments can be reached from here: How to receive payments?
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.