How can I hide product pictures?

You can learn how to hide “Product Image” with the following simple steps.

  • Select the ‘Template” section of our app’s navigation bar, then click on the “Overview” section in the right side menu.

  • Scroll down to the “Product Image” section and select the “Do not display” option from the dropdown menu.
  • Click on the “Save” button at the top right.

How can I display the product fulfillment on my invoices?

You can learn how to display “Product Fulfillment ” on your invoices by following the simple steps below.

  • Select the ‘Template” section of our app’s navigation bar, then click on the “Invoice Details” section in the right-side menu.

  • Scroll down, and activate the “Display Product Fulfillment” option.
  • Click on the “Save” button on the top right corner.

How can I change the filename for my invoices?

You can learn how to change the “Document Filename” of your invoice by following the steps below.

  • Click on the “Templates” section in our app’s navigation bar and select the “Invoice Details” section in the right side menu.
  • Change the filename from the “Document Filename” field.
  • Click on the “Save” button on the top right corner.

By default, your document filename is invoice-{{ order.name }} which is shown as invoice -#1001 when it is sent.

If you want to use your custom invoice number as a filename, you need to change the {{ order.name }} variable to {{ order.custom_invoice_name }}.

 

How can I receive payments

You can receive payments from your customers in two different ways:

  • You can receive payments by sending drafts via Invoice Wizard. To learn more, please click here.

  • You can include a payment link on the “My Account” page. To learn more, please click here.

How can I change my Invoice Wizard plan?

You can change your “Invoice Wizard Plan” by following the simple steps below.

  • Click on the “Select a Plan” section of our app’s navigation bar.
  • Select a plan that best serves your business needs by clicking the “Select” button under your chosen plan.

Please note that you have the option to subscribe to a plan with either a monthly or yearly subscription, with the yearly subscription offering significant savings.

 

How can I batch process invoices?

To “Batch” process invoices, follow the simple steps below.

You can only “Download/Print” up to 50 invoices at once. The 50-order limit is imposed by “Shopify,” and unfortunately, it is beyond the control of apps to alter this constraint.

  • Click on the “Orders” section of our app’s navigation bar.
  • Select the orders you wish to batch process.
  • Choose the action you wish to perform.

Crucial details regarding the bulk printing or downloading of invoices

In regular scenarios, handling up to 50 invoices usually proceeds without complications. However, introducing additional data might lead to prolonged processing times or unexpected issues with information printing. A common workaround for this challenge involves concealing product images, which can significantly enhance overall processing speed. If challenges persist after deactivating product images, you might consider disabling product variants or extra product details, such as product properties, within the “Templates” section for batch document processing. 

We recommend utilizing our “Google Drive” feature to automatically upload your invoices throughout the month. This approach allows you to access all your invoices collectively without any complications.

By clicking this link, you can find more detailed information about the Google Drive feature of our application.

How can I change the sender name of my invoice emails?

You can learn how to change the “Sender Name” of your invoice emails by following the simple steps below.

  • Click on the “Settings” section in our app’s navigation bar, then select “Mail Settings.”

  • Change the sender name from the “Sender Name/ Store Name” field.
  • Click the “Save Button” on the top right corner.

How can I change the weight type for my products?

You can learn how to change the “Weight type of Your Products” to your documents by following the simple steps below.

  • Click on the “Templates” section of our app’s navigation bar, then click on the “Overview” section in the right side menu.

  • Select the weight unit you wish to display on your documents from the “Product Weight” dropdown menu.
  • Click the “Save” button on the top right corner.

How can I change the font of my documents?

You can learn how to change your document’s “Font” with the following simple steps.

  • Click on the “Templates” section in our app’s navigation bar and select the “Overview” section in the right side menu.
  • Choose your preferred font type from the dropdown menu under the “Title Font Type” and “Label Font Type” sections.
  • Click the “Save” button in the top right corner.

 

How can I add the due date and issue date to my invoices?

You can learn how to display “Issue and Due Date ” on your invoices by following the simple steps below.

  • Select the ‘Templates” section of our app’s navigation bar, then click on the “Invoice Details” section in the right side menu.

  • Scroll down and activate the “Display Issue Date” and “Display Due Date” options.
  • Click on the “Save” button on the top right corner.

You can add the Issue Date and Due Date to your Draft Orders. Follow the instructions below to learn how to include these dates in your orders.

  • Click on “Drafts” section in the “Shopify” navigation bar.
  • Click on the “Create Order” button.

  • After entering the necessary information, click on the “Payment Due Later” box.
  • Select one of the “Payment Terms” options.

When you select a Payment Term, the Issue Date is automatically assigned. If you prefer, you can easily select a different Issue Date by choosing your desired date from the Issue Date field.