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...
You can print your invoices from your Shopify store admin and “Invoice Wizard” by following the video: You can print your invoices by following the simple steps below : First, navigate to the “Orders” option in the Navigation bar of our application. Then, click on the “Printer” icon located in...
“Invoice Wizard” lets you email invoices to customers after an order. Watch the video below to learn how to use this feature. To include a download link in the “Shopify Order Notification” email, follow these simple steps In Invoice Wizard : Please follow the steps below, and perform the same...
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...
You can download your invoices from your Shopify store admin and “Invoice Wizard” by following the instructions in the video. Using the “Invoice Wizard,” you can easily and quickly access your order Invoices. Downloading invoices in “Invoice Wizard.” Click on the “Orders” option in the Navigation bar of our application....
You can learn how to update your “Company Information” with the following simple steps. Navigate to the “Settings” section of our app’s navigation bar. After customizing the “Company Details” section as desired, click the “Save” button on the top right corner.
No configuration adjustments are necessary on the Invoice Wizard platform. Once you have accurately configured your tax settings within your Shopify store, “Invoice Wizard” will seamlessly integrate these tax preferences and automatically display all essential tax information on your invoices. For additional details on configuring taxes within Shopify, please refer...
You can learn how to send “Invoice E-mails” in multiple languages by watching the video. “Invoice Wizard” offers its users the capability to send invoices in 30+ languages Click on the “Settings” section in our app’s navigation bar, then scroll down to the “Multi Language” headline. Click on the “Additional...
The “Start (free) Plan” allows you to access essential tools to initiate your business’s invoicing process. Important Note: Users on the Start Plan do not have access to the “send document” feature. You are entitled to print and download 50 invoices for free, from the date of your “Start Plan”...
A Credit Note serves as an official legal document, similar to an invoice, and is provided by sellers to notify customers of refunded, partially refunded, or canceled orders. These notes become essential when there are discrepancies in an issued invoice, such as an incorrect amount, or when a customer wishes...
You can start using this feature easily by following the simple steps demonstrated in the instructional video. With “Invoice Wizard,” it’s possible to generate “Credit Notes” automatically in addition to manual creation. Select “Settings” from the navigation bar in our app. Then, scroll down to find the “Credit Note Conditions”...
“Invoice Wizard” is specifically designed to transform your Shopify orders into professional PDF invoices. The app seamlessly converts your order data into an invoice format while effortlessly incorporating your tax and shipping configurations from Shopify. This ensures that all necessary tax details are accurately presented on your invoices. Here are...
You can learn how to change the “Invoice Language” with the following simple steps. Navigate to the “Templates” section in our app’s navigation bar. Then, Click the “Change Your Template” section. Choose your preferred language from the Language dropdown menu, then click on the “Set New Language” button. After clicking...
You can include an image in the invoice email content by either uploading an image or adding the URL of the desired image. Navigate to the “Settings” section of our app’s navigation bar. Next, click on the “Mail Settings” button. Please click on the ‘Image‘ button in the email customization...
The “Quick Edit” page of “Invoice Wizard” is particularly useful for making minor, temporary adjustments to your orders or documents. You can modify your orders by following the steps below. Click on the “Orders” section in the navigation bar of our application, and then select the order you wish to...
You can easily generate “Invoice Numbers” for your orders by watching the video. Generating “Invoice Numbers” for your orders is a simple process with “Invoice Wizard.” To customize the “Invoice Number,” navigate to the “Templates” section on our app’s navigation bar. Then, click “Invoice Details” from the right side menu....
You can learn how to hide “Customer Details” 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 deactivate the “Display Customer Address” option. Click on the...
You can learn how to display both the “Order Number and “Invoice Number” simultaneously 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 Order No”...
You can learn how to hide “Facebook Page” on your invoices by following the simple steps below. Select the ‘Template” section of our app’s navigation bar, then click on the “Social Media” section in the right side menu. Deactivate the “Display Facebook Icon.“ Click on the “Save” button once you’ve...
“Invoice Wizard” enables users to display and customize social media details in their documents of choice. Select the ‘Template” section of our app’s navigation bar, then click on the “Social Media” section in the right side menu. Enable the social media platforms you wish to appear on your invoice by...
You can learn how to disable “Display Customer Email” 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 deactivate the “Display Customer Email” option. Click on the...
You can learn how to send “PDF invoices as attachments” on your mail by following the simple steps below.” Navigate to the “Settings” section of our app’s navigation bar. Next, click on the “Mail Settings” button. Scroll down to the “Invoice E-mail Configuration” section, click on “Send PDF Invoice As...
You can learn how to disable “Display Customer Phone” 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 deactivate the “Display Customer Phone” option. Click on...
You can learn how to uninstall “Invoice Wizard” by the following simple steps. Click on the ‘Settings’ section from the “Shopify Admin.“ From the options in “Shopify’s” settings, select “Apps and Sales Channels Settings.” Click on the ***( More Action Button) button. Select the “Uninstall” section from the dropdown menu If...
You can include additional details for your products by adding them to metafields, product tags, or product attributes. Once these details are added, you can print them automatically on your documents by following these simple steps: Select the ‘Template” section of our app’s navigation bar, then click on the “Invoice...
You can learn how to display “payment method” 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 Payment Method” option. Click on the...
You can learn how to use our app’s “Google Drive” cloud feature for documents by following the video below. You can link your “Invoice Wizard” account to your “Google Drive” to automatically upload your invoices. Other document types can be manually uploaded from the app’s Orders grid. Navigate to the...
You can learn how to use “Do Not Send Invoices Automatically for the Orders Tagged Below” feature by following the simple steps below. Click the “Settings” section of our app’s navigation bar, then select “Mail Settings.” Click on the “Do Not Send Invoices Automatically for the Order Tagged Below” field...
By following the video, you can customize the content of your “Invoice E-mail” as you prefer. You can customize the content of your e-mails according to your preferences by following the steps provided below : Navigate to the “Settings” section of our app’s navigation bar. Next, click on the “Mail...
You can send invoices for Shopify draft orders using both the “Shopify Store Admin” and “ Invoice Wizard.” If you have not customized your Draft Order template and “Draft E-mail Content,” please do so before proceeding. You can only automatically send Draft Order invoices if you add the download link...
You can learn how your customers can pay their outstanding invoices by following the simple steps below By using our app’s “Draft Mail Sending” and “My Account Section Payment Link” features, you can easily collect payments from your customers Draft Mail Sending Since draft orders include a payment link by...
You can learn how to use “Send Invoices Automatically for the Orders Tagged Below” 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 Orders Tagged Below” field under the...
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...
You can learn how to use “Automatic Invoice Sending for Specific Payment Gateways” feature by following the simple steps below. Click the “Settings” section of our app’s navigation bar, then select “Mail Settings.” Click on the “Do Not Send Invoices Automatically for the Payment Gateways Below” field under the “Additional...
You can configure additional sending conditions for both “Invoices” and “Packing Slips” using order tags and payment gateways. Find more information through the links provided for each option Order Tags (Specify Automatic Sending Conditions): https://kb.wizardlabs.cloud/invoice-wizard/can-i-automate-invoices-for-specific-customer-groups/ Order Tags(Prevent Automatic Sending Conditions): https://kb.wizardlabs.cloud/invoice-wizard/how-can-i-prevent-sending-invoices-automatically-for-orders-with-a-specific-tag/ Payment Gateways(Specify Automatic Sending Conditions): https://kb.wizardlabs.cloud/invoice-wizard/how-can-i-automate-invoicing-for-specific-payment-gateways/ Payment Gateways(Prevent Automatic Sending Conditions): https://kb.wizardlabs.cloud/invoice-wizard/how-can-i-disable-automatic-invoice-sending-for-specific-payment-gateways/
Regrettably, “Printing” or “Downloading” all invoices simultaneously is not feasible. Currently, 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. Crucial details regarding the bulk printing or downloading of...
You can learn how to display “Weight Information of Your Products” on your documents 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 Weight” option....
You can learn how to display “Tracking Number” 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 Tracking No” option. Click on the...
You can learn how to display “Total Item Count” 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 Total Item Count” option. Click on...
You can learn how to display “Shipping Cost ” 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 Total Shipping Price” option. Click on...
You can learn how to display the “Shipping Company” 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 Shipping Carrier” option. Click on the...
You can learn how to display “Last Four Digits of a Credit Card” 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 Payment Method”...
You can learn how to Display Total TAX 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 Total TAX” option. Click on the...
You can learn how to display “Country of Origin” for your products on your documents with following simple steps. 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 Country of Origin” option....
You can learn how to display “QR Codes” on your invoices by following the simple steps below. Click on the “Template” section of our app’s navigation bar. Navigate to the “Barcodes & QR Codes” section, and enable the “Display Order QR Code” option. Click on the “Save” button on the...
You can learn how to display “Product Tags” 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 Tags” option. Click on the “Save” button...
You can learn how to display “Product Meta Fields” 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. Navigate to the “Product Details” section, scroll down, and activate the “Display...
You can learn to display “Paid and Due Amounts” 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 Paid and Due Amount” detail. Click...
You can learn how to edit the “Product Image” Size with the following simple steps. Click on the ‘Template’ section in our app’s navigation bar and select the “Overview” section in the right side menu. Scroll down and select your preferred option from the “Product Image” section, then click the “Save”...
Learn how to customize the Time Format on the invoice by following the simple steps below. Click on the “Settings“ section of our app’s navigation bar. Under the “Unit Settings” section, you can change the time format from the “Time” dropdown menu.
You can learn how to display your “Product Prices Without Tax” by following these simple steps. To ensure the proper functioning of this feature, make sure your taxes are accurately configured in your “Shopify Store.” Invoice Wizard will automatically incorporate these tax settings to display all necessary tax details on your...
You can personalize customer details on your invoices by following these straightforward steps. For customizing “Customer Details” navigate to the “Template” section, and then, Click on the “Order Details” section. After clicking on the “Invoice Details” section, scroll down and customize the “Shipping Address,” “Customer Address,” and “Billing Address” according...
You can modify the title of the invoice email content by following the simple steps below. Start by navigating to the “Settings” section of our app. Click on the “Mail Settings” button and select the “Invoice” option. Personalize the E-mail title in the “Email Subject” field. Then, Click on the...
To display your “Order Tags” on your invoice, please submit a ticket to our support team through the “Help Center” section of our app. Kindly specify where you would like the information to appear on your invoices and provide an example order number that includes an order tag in your...
Follow the steps below to learn how to display “Barcodes” on your invoices. Generate “Barcodes” for your orders. Click on the “Template” section in our app’s navigation bar. Then, select the “Invoice” section. Navigate to the “Barcodes & QR Codes” section, scroll down, and enable the “Display Order Barcode” option....
You can learn how to create the “Return Forms” with the following simple steps. Our application supports downloading, printing, and uploading “Return Forms.” However, the feature to send “Return Forms” is not yet available. Select the “Orders” option in the Navigation bar of our application. Choose the order you wish...
You can learn how to connect your account to the cloud feature for document management by watching the video below. You can link your “Invoice Wizard” account to your “Google Drive” to automatically upload your invoices. Other document types can be manually uploaded from the app’s Orders grid. Navigate to...
You can learn how to create the “Packing Slip” with the following simple steps. Invoice Wizard Click on the orders section in our app’s navigation bar. Select the order for which you wish to generate a “Packing Slip.” Choose the action you wish to perform. Click on the “Packing Slip”...
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....
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...
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...
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”...
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.”...
You can learn how to display “Fulfillment Date” 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 Fulfillment Date” option. Click on the “Save”...
Unfortunately, it is not possible to print or download all invoices simultaneously. At present, you can only download or print up to 50 invoices at a time. This 50-order limit is set by Shopify, and it cannot be modified by any application. Crucial details regarding the bulk printing or downloading...
You can learn how to update your “App’s Language” by following the simple steps below. Click on the “Settings” section from our app’s navigation bar, then click on the “Flag Icon” button at the top right. From the dropdown menu, select the language you prefer to use.
When you install “Invoice Wizard,” a default invoice template is automatically created for your store. During the “Initial Setup Process“, you can select the document language from the dropdown menu next to Template. You can later change the document language from the Language section under the templates. For more information...
You can learn how to integrate the “Return Form” notification code into your “Shopify” store by following the simple steps below. Start by navigating to the “Settings” section in our app’s navigation bar. Next, click on the “Store Integration” section. Scroll down and copy the document code written for the...
You can learn how to integrate the “Credit Note” notification code into your “Shopify” store by following the simple steps below. Start by navigating to the “Settings” section in our app’s navigation bar. Next, click on the “Store Integration” section. Scroll down and copy the document code written for the...
You can learn how to add “Secondary Language” your invoice by following the simple steps below. Click on the “Settings” section in our app’s navigation bar, then scroll down to the “Multi Language” headline. Click on the “Additional Languages” field and select the languages you wish to add. Click on...
“Invoice Wizard” supports Shopify’s multi-currency conversion functionality. Follow the simple steps below to enable this feature. If you are using Shopify Payments, you are eligible to use Shopify’s Native Currency. For more information on setting up multi-currency for your store, refer to the official Shopify guide by clicking here. Start...
You can learn how to insert a “Secondary Page” to your invoices with the following simple steps. You have the option to include an additional “HTML” file in your invoices, such as terms and conditions or policies. Only basic HTML files are supported by Invoice Wizard for this feature. You...
You can learn how to display “Purchase Order Number” 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 Purchase Order Number” option. Click on...
You can learn how to display “Product Compare at Price” 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 Compare at Price”...
You can learn how to display “Product Vendor” 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 Vendor” option. Click on the...
You can learn how to display “Tax Excluded Total Price” 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 Tax Excluded Total Price” option....
You can learn how to display “Discount Code” 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 Discount Code” option. Click on the “Save”...
You can learn how to add “Additional Terms” to your invoices by following the simple steps below. You have the option to include an additional “HTML” file in your invoices, such as terms and conditions or policies. Only basic HTML files are supported by Invoice Wizard for this feature. You...
You can learn how to insert an email address to the “BCC” field of your invoices by following the simple steps below. Click on the “Settings” section in our app’s navigation bar, then select “Mail Settings.” Navigate to the “BCC” field to enter the email address you’d like, then press...
You can learn how to add your “Company Information” to your documents by following the simple steps below. Navigate to the “Settings” section of our app’s navigation bar. After customizing the “Company Details” section, please click the “Save” button on the top right corner. When you update your “Company Information”...
You can use the “Display Footer Message” feature to include your bank details on your invoice. 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 Footer Message” option. You can add your...
You can learn how to add your “Business Registration Number” to your documents by following the simple steps below. Navigate to the “Settings” section of our app’s navigation bar. Enter your business registration number in the “Address” field under the “Company Details” section. Click the “Save” button on the top...
You can include your “Company Tax Number” on your invoices by using the “Quick Edit” tool. Click on the “Orders” section in the navigation bar of our application, and then select the order you wish to customize. Click on the “Quick Edit” button at the top right, and choose the...
You can add your “Logo” to your documents by following the simple steps. Click on the “Templates” section in our app’s navigation bar and select the “Overview” section in the right side menu. Under the “Logo” section, click the “Browse” button and upload your logo from your device. Click on...
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...
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...
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...
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...
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...
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...
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.
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...
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”...
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...