First-Time Setup Instructions


You can watch the following video to guide you through the step-by-step initial setup process.


After installing “Invoice Wizard,” you’ll encounter the Quick Setup Wizard to customize your basic company details and upload your logo. For additional modifications and understanding the basic invoicing process, refer to this “First-Time Setup Instructions.” It offers comprehensive information on setup and usage.

Template Customization

Select the “Template” option in the Navigation bar of our application. Choose the document type you wish to edit from the displayed options. Once you’ve selected the Document Type, utilize the toolbar to make the desired changes to your Document. Lastly, click on the save button in the top right corner.

After completing the customization step, you can proceed to print, upload, download, or send invoices using the following options:

You can perform these actions from both the “Orders” page of your “Shopify” store and the “Orders” page of the “Invoice Wizard” application.

Invoice Processing from Shopify Store’s “Orders” Page.

  • Click on the “Orders” section.
  • Select the order you wish to process.
  • Click on “More Action Button(***).”
  • Click on the action you wish to perform.

You can also process invoices from the order details page of your “Shopify” store.


Important Information Regarding Bulk Printing or Downloading Invoices:

Typically, you can process up to 50 invoices. However, adding additional data may result in longer processing times or unexpected printing outcomes. To speed up the process, consider hiding product images. If you encounter further issues, consider disabling product variants or additional product details, such as product properties, from the “Templates” section of our app.

Please note that the 50-order limit is set by “Shopify,” and unfortunately, apps cannot modify this limit.


Performing these tasks within the “Invoice Wizard” application is also quite simple.

You also have the option to process orders directly from the “Quick Edit” page of Invoice Wizard. Simply click on the order number to access this feature.

The “Quick Edit” page of “Invoice Wizard” is particularly useful for making minor, temporary adjustments to your orders or documents.

 

How can I collect tax and business numbers from my customers?

You can learn how to use our app’s “Collecting Tax and Business Numbers” feature by watching the video below.


Learn how to activate the “Collect Tax and Business Number” feature by following the steps below.

  • Click on the “Settings” section of our app’s navigation bar.
  • Click on the “Store Integrations” section.

  • Click on the “Activate This Feature for Me” button.

Here’s a glimpse of the “Collect Tax and Business Numbers” feature in “Invoice Wizard” from your store.

 

How can customers access their invoices for download from the My Account section of my store?

By activating the “My Account Section Invoice Download Link” feature, your customers can easily download their order invoices. Watch the video below to learn how to use this feature.


Invoice Wizard” users can provide their customers with a simple option to download their order invoices. Use the “My Account Invoice Download Link” feature for easy access to order invoices.

  • Click on the “Settings” section of our app’s navigation bar.
  • Click on the “Store Integrations” section.

  • Click on the “Activate This Feature for Me” button.

Here is the view of Invoice Wizard’s “My Account Section Invoice Download Link” feature from your store.

When you request the functionality, our Support Team will contact you regarding your request.

How can customers proceed to settle any outstanding payments from the My Account section of my store?

You can learn how to use our app’s “My Account Section Payment Link” feature by following the video below.


Invoice Wizard ” provides diverse payment collection options, allowing businesses to receive payments from customers through various channels. Benefit from the “My Account Payment Link” feature for available collection of outstanding payments..

  • Click on the “Settings” section of our app’s navigation bar.
  • Click on the “Store Integrations” section.

  • Scroll down and click on the “Activate This Feature for Me” button located below the “My Account Section Payment Link” section.

Here’s a preview of the “My Account Section Payment Link” feature on the “My Account” page of your store.

When you request the functionality, our Support Team  will contact you regarding your request.

How can my customers download their invoices from the “Thank You Page”?

You can learn how to use our app’s “Thank You Page Invoices” feature by following the video below.


Activate the “Thank You Page Invoices” feature to enable customers to access their invoices. Please follow the visual instructions provided below.

  • Click on the “Settings” section of our app’s navigation bar.
  • Click on the “Store Integrations” section.

  • Click on the “Active This Feature Now” button.

Before activating the feature, you can modify the button text.

Here’s a preview of the invoice download option on the “Thank You Page“.

 

 

How can I send automatic invoice emails ?

You can learn how to use our app’s automatic invoice e-mail feature by following the video below.

Invoice Wizard” provides its users with both manual and automatic invoice email-sending services. You are offered four different automatic email-sending conditions.

  • Start by navigating to the “Settings” section in our app’s navigation bar. Next, click on the “Mail Settings” button.

  • Scroll down and choose the option that suits you best from the conditions listed under the “Invoice E-mail Sending Options” section. After making your selection, click on the “Save” button located at the top right corner.

You can preview one of the conditions for automatic invoice email sending by following the step-by-step guide.

  • Select the “Settings” section from the navigation bar in our app.
  • Click on the “Mail Settings” button.

  • Select the most suitable option from the conditions listed under the “Invoice E-mail Sending Options” section.
  • Click on “Save” button.

  • Click on the “Orders” section on “Shopify” navigation bar.
  • Select the order you wish to process.

In Shopify Order Details

  • Step 1) Click on “Collect Payment” button.
  • Step 2) Select the method according to your preferences.
  • Step 3) Click on “Mark as paid” button.

 

 

How does the app handle large numbers of images?

Wizard Labs: Bulk Image Upload is designed to handle large volumes of images efficiently. It can seamlessly upload and organize thousands of images, making it ideal for stores with extensive product catalogs.