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.

Once you’ve completed the customization step, you can now proceed to print, download, or send invoices from 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.

  • Step 1) Click on the “Orders” section.
  • Step 2) Select the order you wish to process.
  • Step 3) Click on “More Action Button(***).
  • Step 4) 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?

The “Invoice Wizard” provides simple and effective services to facilitate the “Collection of Tax and Business Numbers” from your customers. You can easily learn how to utilize this feature by watching the video below.


By following the steps below, you can learn how to activate the “Collect Tax and Business Number” feature and easily gather data from your customers.

Step 1: Click on the “Settings” section on the navigation bar.

Step 2: Click on the “Store Integrations” section.

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

Here’s a preview of the invoice payment option on the “Collect Tax and Business numbers” pages.

 

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 utilize this feature.


Invoice Wizard users can provide their customers, who shop at your stores, with an easy option to download their order invoices. With the “My Account Section Invoice Download Link” feature, your customers can conveniently access their order invoices.

Step 1: Click on the “Settings” section on the navigation bar.

Step 2: Click on the “Store Integrations” section.

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

Here’s a preview of the invoice payment option on the “My Account” page.

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

Customers can download their invoices post-purchase by activating the “Thank You Page” Invoices feature.

Follow the straightforward steps outlined in the video below.


The Invoice Wizard simplifies your customers’ access to their invoices by providing the ability to download invoices directly from the “Thank You Page“.

By following the steps below, you can learn how to activate this feature:

Step 1: Click on the “Settings” section on the navigation bar.

Step 2: Click on the “Store Integrations” section.

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

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

 

 

How can I create packing slips?

To process the “Packing Slip” using the “Invoice Wizard“, follow these straightforward steps:

  • Step 1: Click on the orders section “Invoice Wizard” navigation bar.
  • Step 2: Click on the order you want to download as “Packing Slip
  • Step 3: Click on the “Download” button.
  • Step 4: Click on the “Packing Slip” section.

Download a Packing Slip from the “Shopify Orders Page” Interface

Step-by-Step Tutorial: Downloading Your Orders as “Packing Slip:”

  • Step 1: Click on the “Orders” section.
  • Step 2: Click the order you want to Download as “Packing Slip.”
  • Step 3: Click on the “ ***(More Actions) button.”
  • Step 4: Click on the “Download Packing Slip” option.

Additionally, you have the option to download directly from the Shopify Order Details page :

  • Step 1: Click on the “Orders” section.
  • Step 2: Click the order number you want to download as a “Packing Slip.”

  • Step 3: Click on the “More Actions” button.
  • Step 4: Click on the “Download Invoice” section.

Utilize “Invoice Wizard” to print the “Packing Slip.”

  • Step 1: Click on the orders section “Invoice Wizard” navigation bar.
  • Step 2: Click on the order you want to print as “Packing Slip
  • Step 3: Click on the “Print” button.
  • Step 4: Click on the “Packing Slip” section.

Guided Process: Printing Your Orders as “Packing Slip.”

  • Step 1: Click on the “Orders” section.
  • Step 2: Click the order you want to print as “Packing Slip.”
  • Step 3: Click on the “ ***(More Actions) button.”
  • Step 4: Click on the “Print Packing Slip” option.

Additionally, you have the option to print directly from the Shopify Order Details page :

  • Step 1: Click on the “Orders” section.
  • Step 2: Click the order number you want to print as a “Packing Slip.”

  • Step 3: Click on the “More Actions” button.
  • Step 4: Click on the “Print Packing Slip” section.

Utilize “Invoice Wizard” to send the “Packing Slip.”

  • Step 1: Click on the orders section “Invoice Wizard” navigation bar.
  • Step 2: Click on the order you want to send as “Packing Slip
  • Step 3: Click on the “Send” button.
  • Step 4: Click on the “Packing Slip” section.

Additionally, you have the option to send directly from the Shopify Order Details page :

  • Step 1: Click on the “Orders” section.
  • Step 2: Click the order number you want to print as a “Packing Slip.”

  • Step 3: Click on the “More Actions” button.
  • Step 4: Click on the “Print Packing Slip” section.

Utilize “Invoice Wizard” to Upload the “Packing Slip.”

  • Step 1: Click on the orders section “Invoice Wizard” navigation bar.
  • Step 2: Click on the order you want to upload as “Packing Slip
  • Step 3: Click on the “Upload” button.
  • Step 4: Click on the “Packing Slip” section.

 

How can I connect my account to cloud?

Link your “Invoice Wizard” account to your “Google Drive” accounts to manually or automatically upload all your document types.

For additional details on connecting your account, click on the “Google Drive” link.

 

How can I create return forms?

Generate return forms from the Orders section by following these straightforward steps


Important Note: Printing, downloading, or uploading documents is supported. However, direct sending of Return Forms is not available. You can manually download and send it to your customer


Download the “Return Form” using the “Invoice Wizard.”

  • Begin by navigating to the orders section in the navigation bar. Next, choose the order you want to download, and then click on the “Download” icon in the upper right corner. From the options, select “Return Form“.

Print the “Return Form” using the “Invoice Wizard.”

  • Begin by navigating to the orders section in the navigation bar. Next, choose the order you want to print, and then click on the “Printer” icon in the upper right corner. From the options, select “Return Form“.

Upload the “Return Form” using the “Invoice Wizard.”

  • Begin by navigating to the orders section in the navigation bar. Next, choose the order you want to upload, and then click on the “Upload” icon in the upper right corner. From the options, select “Return Form“.

How can I display barcodes on my invoices?

To showcase barcodes on your invoices, follow these simple steps.

You can effortlessly print barcodes for each product and also on top of your documents.

  • Click on the “Template” section in the navigation bar and select the “Invoice” section.
  • Navigate to the “Barcodes & QR Codes” section, scroll down, and enable the “Display Order Barcode” option.
  • Click on the “Save” button on the right top.

Generate “Barcodes” for each product.

  • Click on the “Template” section in the navigation bar and select the “Invoice” section.
  • Navigate to the “Barcodes & QR Codes” section, scroll down, and enable the “Display Product Barcode” option.
  • Click on the “Save” button on the right top.

You can choose to display Barcodes as text only, image only, or both text and image.


How can I display order tags on my invoices?

You can showcase order tags on your invoices by following these straightforward steps.

Given that your store can accommodate up to 250 tags (unlimited for those on the “Shopify Plus” plan), please create a support ticket. Include an example order number with the specific tags you’d like us to include on your invoices.

  • Navigate to the “Help Center” section in the Navigation Bar.
  • Fill in the fields ( “Name, Surname, E-mail, and Message Textbox“).
  • Click on the “Send” button at the right top.


If you want to showcase your product tags, click here to access more information.


To receive support on this issue, you can also reach out to us by clicking on this link.

How can I change the title of the invoice email content?

You can modify the title of the invoice email content by following the simple steps below.

  • Start by navigating to the “Settings” section on the navigation bar. Next, click on the “E-mail Settings” button. Once clicked, pick the “Invoice” option.
  • Personalize the ‘Email‘ title for the invoice as you prefer in the “E-mail Subject” field.
  • Click on the “Save” button at the right top.

For more detailed information on editing email content, click on this link.