This guide provides all the essential information on uploading your invoices to Google Drive.
The “Upload to Cloud” feature is only available for the “Advanced” and “Enterprise” subscriptions.
Uploading to Google Drive is also available for Drafts, Packing Slips, Return Labels, and Shipping Labels.
Please follow the steps below:
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 “Google Drive”.
Step 5: Click on the Google Drive logo and complete the authentication process with Google.
Step 6: After completing the authentication process with Google, click on Google Drive again and set up the upload options:
- Automatic Upload Options: You can choose how your invoices are uploaded. There are four options you can choose from. The automatic upload options are:
- Disabled: By default, Automatic Upload is set to Disabled.
- Auto On Order: The invoice will be uploaded as soon as your customers place an order on your site.
- Auto On Payment: The invoice will be uploaded as soon as your customers make a payment.
- Auto On Fulfillment: The invoice will be uploaded as soon as you fulfill your order.
- Upload Directory: You can choose the directory from your Google Drive. If you leave it as default, the Easy Invoice folder will be created when you upload your invoices.
- Directory Hierarchy: You can choose how your directories are created. There are four options you can choose from. The automatic upload options are:
- Main Folder: By default, Directory Hierarchy is set to Main Folder.
- Year > Month > Day: Your directories will be created as year first, month second, and day third. For example; the day you upload your invoice is 2024-11-09, and the invoice will be uploaded to the 09 folder under the 11 folder under the 2024 folder.
- Year – Month – Day: Your directories will be created as the year – month – day. For example; the invoice is uploaded to 2024-11-09.
- Year > Month – Day: Your directories will be created as year first, month – day second. For example; the day you upload your invoice is 2024-11-09, and the invoice will be uploaded to the 11-09 folder under the 2024 folder.
If you want to disconnect Easy Invoice+ from Google Drive, please click the “Disconnect Google Drive” button.
Step 7: After making the necessary changes, click the “Save Changes” button in the top right corner.
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.