How to send invoices?

You can send your invoices via email from your Shopify store admin and “Invoice Wizard” by following the instructions in the video.


Invoice Wizard” offers the flexibility of automatically or manually sending invoices.

  • Select the “Template” option in the Navigation bar of our application.
  • Select the order you wish to send.
  • Click on the “Send” button located on the top right corner.
  • After clicking the “Send” button, choose the option for “Invoice” from the available selections.


Automated PDF Download Links

Facilitate automated PDF downloads by generating direct links for invoices, packing slips, return forms, and credit notes. Embed given links seamlessly into your Shopify order email notifications, allowing your customers to conveniently access and download their documents directly from the emails sent by your Shopify store.

For detailed instructions on adding download links to your Shopify Order Notifications, refer to this resource for more information.

Automatic Invoice E-mail Sending

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

“To access more detailed information on this topic, click here.


Sending Invoice from the “Shopify Orders Page” :

  • Select the order you wish to print, then click on the “More Actions” button, and choose Send with the “Invoice Wizard” option.

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

  • Click on the “Orders” section.
  • Click the order number you wish to send.

  • Click on the “More Actions” Button.
  • Click on the “Send Invoice” section.

 

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