This guide provides all the essential information on 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: 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 the “Change Primary Template” button.
Step 5: Select the “Drag&Drop” template.
Step 6: Click the “Save Changes” button in the top right corner.
Step 7: After you select the “Drag&Drop” template, you can customize it from the “Template 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 template’s font settings 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 document title 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 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 “Line Item Outline” color here.
- Localization: You can change the following options:
Page Format: You can adjust the document’s page size 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 date format here.
Time Format: You can change the time format here.
Address Format: You can change the address format here.
Document File Extension: You can change the extension of the document file. By default, it is set to PDF, if you prefer, you can select HTML.
Currency Symbol: You can show or hide the currency symbol here.
Currency Format: You can change the currency format displayed 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 invoices as bundled information or individually. You can only add bundled information horizontally. If you want to add individual information, you can add them horizontally or vertically.
Bundled Items: When you add this, you can add all the information below.
Full Name: You can add the customer’s full name.
Address: You can add the customer’s address information.
Phone: You can add the customer’s phone information.
Country: You can add the customer’s country information.
City: You can add the customer’s city information.
Zip Code: You can add the customer’s zip code information.
Company: You can add the customer’s company information.
Email (Customer Details Only): You can add the customer’s e-mail information.
- Product Data Fields: You can add the following options to your invoices. You can only add this information vertically.
Product Title: You can add the product title.
Product SKU: You can add the product SKU.
Product Vendor: You can add the product vendor information.
Product Barcode: You can add the product barcode detail.
Product HS Code: You can add the product HS code.
Product Country of Origin: You can add the product’s country of origin.
Product Weight: You can add the product weight information.
Product Quantity: You can add the product quantity.
Product Tax: You can add the tax information.
Product Unit Price: You can add the product unit price.
Product Total Price: You can add the product total price.
Product Comment: You can add product comment information.
Product Reason Code: You can add the product title.
- Order Data Fields: You can add the following options to your invoices. 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 here.
Fulfillment Date: You can add the fulfillment date here.
Order Note: You can add the order note here.
Shipping Carrier: You can add the shipping carrier information here.
Order Metafield 1: You can add the order metafield data here.
Order Metafield 2: You can add the order metafield data here.
Order Metafield 3: You can add the order metafield data here.
Total Discount: You can add the total discount amount here.
Sub Total: You can add the subtotal amount here.
Shipping Total: You can add the total shipping amount here.
Tax Amount: You can add the tax amount here.
Refunded Amount: You can add the refunded amount here.
Total Amount: You can add the total amount here.
Bundle Price Items: This bundle includes Discount, Sub Total, Shipping, Tax, Refunded, and Total Paid.
Barcode: You can add the order barcode here.
Document Title: You can add the order title here.
- Terms and Conditions: You can add the following options to your invoices. 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 invoices. 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 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.
Additionally, you can duplicate one of the templates from the “Actions” menu.
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.