How to upload my invoices to an FTP server?

This guide provides all the essential information for uploading your invoices to an FTP server using Easy Invoice+.

Manual uploads to an FTP server are also supported for Drafts, Packing Slips, Return Labels, and Shipping Labels.

Step 1: Log in to your Shopify account.

Step 2: Navigate to the Apps section of your Shopify store and select Easy Invoice+. You will be automatically redirected to the app dashboard.

Step 3: From the dashboard, click on Template Design.

Step 4: Select FTP File Upload.

Step 5: Enter the required FTP connection information:

Connection Settings

• Automatic Upload Options
  Choose when invoices should be uploaded:

  • Disabled (default)

  • Auto On Order: Upload when the order is placed

  • Auto On Payment: Upload when payment is completed

  • Auto On Fulfillment: Upload when the order is fulfilled

• Hostname: FTP server’s IP address or domain

• Port: FTP server port number

• Path: Directory path where invoices should be stored

Authentication

• Username: FTP login username

• Password: FTP login password

File Naming

• Filename: Filename for the uploaded invoices.
  Default: invoice_{{order.name}}
  To use a custom invoice number: invoice_{{order.custom_invoice_name}}

• Override File Name (Optional): Use this to upload edited versions of invoices without overwriting the original.
  Example: invoice_{{order.name}}_edited

  If left blank, this feature is disabled.

Automation Rules

Control which invoices are uploaded based on specific conditions:

• Upload invoices automatically to orders from customers with these tags
  Invoices will be uploaded only if the customer includes any of the tags specified in this field.

• Do not upload invoices automatically to orders from customers with these tags
  Invoices will not be uploaded if the customer includes any of the tags specified in this field.

• Upload invoices automatically to the orders with these tags
  Invoices will be uploaded only if the order includes any of the tags specified in this field.

• Do not upload invoices automatically to the orders with these tags
  Invoices will not be uploaded if the order includes any of the tags specified in this field.

• Upload invoices automatically to the orders with these payment gateways
  Invoices will be uploaded only for orders paid through the specified gateways.

• Do not upload invoices automatically to the orders with these payment gateways
  Invoices will not be uploaded for orders paid through the specified gateways.

• Upload invoices automatically for Shopify POS orders
  You can activate or deactivate the upload process for the invoices of POS orders.

Step 6: Once you’ve made your selection, click the Save button at the top center of the screen to apply your changes.

Need Additional Help?

If you’re still experiencing issues, feel free to reach out to our support team:

• Visit the Help Center section within your Easy Invoice+ dashboard to create a ticket
• Or click here to email us directly.

We’re always happy to help!