This guide will provide you with all the necessary information about using the drag&drop invoice designer.
The Drag & Drop Invoice Designer templates are only available for the Advanced and Enterprise plans.
Please follow the steps below.
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+ and select the Invoice.
Step 4: Click on the “Change Primary Template” button.
Step 5: Select the Drag&Drop Template.
Step 6: Click on the Save Changes button in the top right corner.
Step 7: After you select the Drag&Drop Template, you can now customize it from the Design section.
There are 2 sections you can customize your template from, General and Data Fields sections.
In the General section, there are three options you can customize.
- Design: You can change the following options.
Font Name: You can change the font of the template here.
Text Color: You can change the text color here.
Text Font Size: You can change the text size here.
Display Caption: You can show or hide the display captions here.
Caption Font Color: You can change the font color of captions here.
Caption Font Size: You can change the font size of captions here.
Document Title: You can change the title of the document here.
Document Title Font Size: you can change the font size of the document title here.
Line Color: You can change the line color of the line items here.
Variant Options: You can change the display of the Variant Options here. You can select from; Single Line, Multiple Line, or Don’t Display.
Product Images: You can change the size of product images here. You can select from; Small, Medium, Large, or Don’t Display.
Display Product Discounted Price: You can show or hide the product’s discount price here.
Show Refunds: You can show or hide the refunds here.
Line Item Outline Color: When you activate the Show Refunds option, you can select the color for the Line Item Outline here.
- Localization: You can change the following options.
Page Format: You can change the page size of the document here. You can select from; A4 Paper, A5 Paper, A6 Paper, or Custom Paper which allows you to adjust Width and Height (in cm).
Date Format: You can change the format of the date here.
Time Format: You can change the format of the time here.
Address Format: You can change the format of the address here.
Document File Extension: You can change the extension of the document file. By default, it is set to PDF, and if you wish, you can select HTML.
Currency Symbol: You can show or hide the currency symbol here.
Currency Format: You can change the format of the currency shown on the document here.
Currency Conversion Method: You can select the currency converter here. You can get more information about multi-currency invoices by clicking here.
- Social Media: You can show or hide the social media icons here. These icons are placed horizontally.
In the Data Fields section, there are five options you can customize.
- Customer Data Fields: You can add the following options to your invoice.You can add the following information as bundled information or individually. You can only add bundled information horizontally. If you wish to add individual information, you can add these horizontally or vertically.
Bundled Items: When you add this, you can add all the information below.
Full Name: You can add the full name of the Customer.
Address: You can add the address information of the Customer.
Phone: You can add the phone information of the Customer.
Country: You can add the country information of the Customer.
City: You can add the city information of the Customer.
Zip Code: You can add the zip code information of the Customer.
Company: You can add the company information of the Customer.
Email (Customer Details Only): You can add the email information of the Customer.
- Product Data Fields: You can add the following options to your invoice below. You can only add the following information vertically.
Product Title: You can add the title of the product.
Product Sku: You can add the SKU information of the product.
Product Vendor: You can add the vendor information of the product.
Product Barcode: You can add the barcode information of the product.
Product HS Code: You can add the HS code information of the product.
Product Country of Origin: You can add the country of origin information of the product.
Product Weight: You can add the weight information of the product.
Product Quantity: You can add the quantity information of the product.
Product Tax: You can add the tax information of the product.
Product Unit Price: You can add the unit price information of the product.
Product Total Price: You can add the total price information of the product.
Product Comment: You can add comment information on the product.
Product Reason Code: You can add the title of the product.
- Order Data Fields: You can add the following options to your invoice below. You can add these options horizontally or vertically, you can only add the Bundle Price Items, Barcode, and Document Title horizontally.
Order Number: You can add the order number from Shopify to the invoice here.
Order Date: You can add the order date to the invoice here.
Fulfillment Date: You can add the fulfillment date to the invoice here.
Order Note: You can add the order note to the invoice here.
Shipping Carrier: You can add the shipping carrier information to the invoice here.
Order Metafield 1: You can add the order metafield data to the invoice here.
Order Metafield 2: You can add the order metafield data to the invoice here.
Order Metafield 3: You can add the order metafield data to the invoice here.
Total Discount: You can add the total amount of the discount to the invoice here.
Sub Total: You can add the subtotal amount to the invoice here.
Shipping Total: You can add the shipping amount total to the invoice here.
Tax Amount: You can add the tax amount to the invoice here.
Refunded Amount: You can add the refunded amount to the invoice here.
Total Amount: You can add the total amount to the invoice here.
Bundle Price Items: This bundle includes Discount, Sub Total, Shipping, Tax, Refunded, and Total Paid.
Barcode: You can add the order barcode to the invoice here.
Document Title: You can add the title order to the invoice here.
- Terms and Conditions: You can add the following options to your invoice below. You can add these options horizontally or vertically.
Payment Gateway: You can add the payment gateway information here.
Credit Card Number: You can add the credit card number here.
Payment Terms: You can add the payment terms information here.
Issue Date: You can add the issue date here.
Due Date: You can add the due date here.
- Custom Content: You can add the following options to your invoice below. You can only add these options vertically
.Company Address: You can add and change the company address information here.
Custom Text Area: You can add custom text here.
Custom Text Area: You can add custom text here.
Custom Text Area: You can add custom text here.
Custom Images: You can add images here.
Step 8: After making the necessary changes, Click on the Save Changes button in the top right corner.
You can create more than one template with the Drag & Drop Designer. Please follow the steps below.
Step A: Click on the Drag & Drop Templates button.
Step B: Click on the Add Template button
Also, you can duplicate one of the templates from the Actions Menu.
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.