This guide provides all the essential information for uploading your invoices to your Google Drive account using Easy Invoice+.
Manual uploads to Google Drive 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: Click on Google Drive.
Step 5: Click the Google Drive logo and complete the authentication process with your Google account.
Step 6: After authentication, return to the Google Drive settings and configure your upload preferences:
Upload Options
Automatic Upload Options: Choose when invoices should be uploaded:
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Disabled (default): No automatic upload.
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Auto On Order: Upload immediately after an order is placed.
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Auto On Payment: Upload when a payment is received.
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Auto On Fulfillment: Upload when the order is fulfilled.
Upload Directory: Select your preferred directory in Google Drive. If left blank, a folder named Easy Invoice will be created automatically.
Directory Hierarchy: Choose how your upload folders are organized:
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Main Folder (default): All files in one folder.
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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.
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Year – Month – Day: Your directories will be created as the year – month – day. For example; the invoice is uploaded to 2024-11-09.
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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.
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.
To disconnect Easy Invoice+ from your Google Drive account, simply click the Disconnect Google Drive button.
Step 7: 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!