How can I automate invoicing for specific payment gateways?

You can learn how to enable “Automatic Invoice Sending for Specific Payment Gateways” on your invoices by following the simple steps below.

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

  • Click on the “Send Invoices Automatically for the Payment Gateways Below” field under the “Additional Conditions for Sending Invoice Emails” section and customize it with your designated order tag.
  • Click on the “Save” button on the top right corner.

Ensure you input the precise payment gateway name in this field. Follow the steps below to retrieve the exact payment gateway name from your orders.

  • Navigate to the Orders section in your “Shopify Store Admin,” open the desired order with the “Payment Gateway,” and append “.json” at the end of the address line.

  • Step 2: Press “CTRL + F” or “CMD + F” and enter “gateway” in the search field.

To simplify the review of “.json” extensions, we recommend using browser extensions such as “JSON Beautifier”.


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