How can I automatically create credit notes?

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” section.
  • Choose the one that suits you among the “Credit Note” formation conditions.
  • Click on the “Save Button” at the right top.

Here is a preview of one of the conditions for “Automatic Credit Note” creation.

  • Select “Settings” from the navigation bar in our app. Then, scroll down to find the “Credit Note Conditions” section.
  • Choose the one that suits you among the “Credit Note” formation conditions.
  • Click on the “Save Button” at the right top.

  • Navigate to Shopify’s Orders page and cancel the order from the product’s detail page

  • Navigate to the Credit Note page from the “Invoice Wizard” application’s navigation bar.


As a friendly reminder, our system facilitates the automatic creation of credit notes for canceled and refunded orders. However, it’s important to note that the automatic sending of these credit notes is not currently supported. Please be aware that Shopify lacks built-in functionality for credit notes. Consequently, exercising prudence in handling refund-related transactions becomes essential.

Caution is advised during the generation and distribution of credit notes, as it is imperative to thoroughly review the accuracy of refunded items and amounts before initiating the sending process.By diligently reviewing and validating the refunded items and amounts, you can ensure the accuracy and integrity of the credit notes issued to your valued customers.


For additional details on creating manual credit note documents, please click here.

How can I issue credit notes?

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 to modify their original order. Essentially, credit notes are applicable in any situation that necessitates adjustments to the invoice and subsequent re-issuance.

Issuing Credit Notes can be accomplished through a few methods. Given Shopify’s lack of built-in Credit Note functionality, it is vital to manually review credit notes for refunded items and their corresponding amounts.


By following the video, you can learn everything about processing “Credit Notes” in the Invoice Wizard.


Credit Note Template Customization

By following the steps below, you can learn everything about using credit notes in “Invoice Wizard.

Before initiating credit notes, ensure that the “Credit Note” Template is customized to align with your specific requirements. Here’s a step-by-step guide:

  • Navigate to the “Invoice Wizard’s” Customization Menu:
        • Click on the “Template” section.
        • Choose the “Credit Note” option from the available menu.
  • Tailor the Template:
        • Customize the template to suit your specific needs.
  • Save the Changes:
        • Click the “Save” button at the top right corner to save your customized Credit Note Template.

Credit notes” can be generated either manually or automatically using the features provided by the “Invoice Wizard.

Create a manual credit note document using the “Invoice Wizard.

  • Select “Credit Note” Section:
        • In our app’s navigation bar, choose the “Credit Note” section.
        • Click on the “Create Credit Note” button from the window that appears.

  •  Set Document Details ;
        • In the ‘Document Settings’ section, configure the primary details of the credit note, such as Credit Note No, Purchase Order Number, Order Date, Payment Method, etc.

  • Customize Address Details.
        • After configuring “Credit Note Document Details,” proceed to the “Address Detail” section.
        • Customize the information according to your preferences.
        • You can automatically populate the information of a customer who has completed a purchase from you by clicking on the ‘Search Customer’ button.”


If you are generating a credit note for existing customers, there is no need to input every detail manually. Utilize the “Search Customer” button, and your customer information will be automatically populated in the document.

Once you have chosen your customer, you also have the option to edit the customer information before including it in the Credit Note.


  • Inventory Details.
        • Move to the “Inventory Details” section.
        • Search for a product or manually input the required information to add a product to the Credit Note.
        • To include an existing product, enter the product name, click “Search,” and select “Add Product.”

  • Pricing & Taxes:
        • After adding products, go to the “Pricing & Taxes” section.
        • Enter the desired amounts and click “Save” to store the Credit Note.
        • Additionally, you have the option to change the currency of the “Credit Note” in this section.

Once the credit note is created, you can print, download, or send it from the Credit Note section of “Invoice Wizard.


Important Note: Users on the “Start” plan do not have access to any document-sending functionality.


  • Automatically Created Method:
        • For credit notes automatically generated by the system, navigate to the “Credit Notes” section. Once there, you’ll be able to find options.
        • Access information regarding the automated creation of “Credit Notes” by clicking on this link.
  •  Converting Method:
        • Click on the “Orders” option in our app’s navigation bar, select the specific order you want to convert to a “Credit Note,” and finally, click on the “Convert” button located at the top right.

Additionally, you have the flexibility to customize the content of the credit note email.


If you are utilizing Multi-Language functionality for Email Content and Templates, it is imperative to select and edit other languages through the “Language” section. Ensure you navigate to the Language section, choose the desired languages, and proceed with the necessary modifications for both Email Content and Templates.


  • Start by navigating to the “Settings” section on our app’s navigation bar. Next, click on the “Mail Settings” button. Once clicked, pick the “Credit Note” option.
  • Customize E-mail content as you want and click on the “Save” button right top.


As a friendly reminder, our system facilitates the automatic creation of credit notes for canceled and refunded orders. However, it’s important to note that the automatic sending of these credit notes is not currently supported. Caution is advised during the generation and distribution of credit notes, as it is imperative to thoroughly review the accuracy of refunded items and amounts before initiating the sending process.

Please be aware that Shopify does not have built-in functionality for credit notes. By thoroughly reviewing and verifying the refunded items and amounts, you can ensure the accuracy of the credit notes issued to your customers.


 

How does the Free plan work?

The Free/Start Plan allows you to access essential tools to initiate your business’s invoicing process.

Invoice Wizard’s” Start Plan subscription includes “50 Invoices per Month, Draft Orders, Legislation Compliance, Bulk Print and download, Quick Edit functionality, Packing Slips, Credit Notes, and Return Forms”.


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 Free Plan subscription until the same date in the following month.

If, and only if, you end up exceeding the limit of 50 invoices for printing or downloading within the designated time frame, “Invoice Wizard” applies a usage fee of $9.00 to your store. Yet, in conjunction with this usage charge, you gain unlimited access to invoices for the remainder of that period.

Your 50-invoice limit is reset every month. If you incur a usage fee for a specific month, your limit is refreshed, and you won’t face a usage fee for the subsequent month, provided you do not exceed 50 invoices in terms of printing, sending, or downloading during that period.

Furthermore, to provide clarity on the billing cycle, let’s consider an example: if you subscribe to the Free plan on December 1, your billing cycles will be December 1 – December 30, December 31 – January 30, and so forth. If, during the December 1 – December 30 cycle, you exceed the 50-invoice limit, the $9.00 usage fee will be added to your Shopify bill. However, in the subsequent December 31 – January 30 cycle, you will once again receive 50 free invoices, and no charges will apply if you stay within the monthly limit.

You can monitor your usage through the “Event Logs” in the our app’s navigation toolbar.

  • Click the “Event Logs” section on our app’s navigation bar.
  • You can track your usage within this section.

 

How can I send invoices in multiple languages?


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 Language” field and select the languages you wish to add.
  • Click on the “Save” button at the right top.


When using the Multi Language feature, you will need to customize your templates and email settings for each language you have activated.


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

Customize Your Email Templates for Each Language

  • Choose the language you wish to customize from the “Language” dropdown menu.
  • Customize the “E-mail” template according to your preferences
  • Click on the “Save” button at the right top


Note: Your customers will now receive their invoices based on the language corresponding to their country. Invoices will be automatically sent according to the shipping address of your customer. In the absence of a language option associated with your customers’ addresses, the default template will be utilized.


Customize Your Invoice Templates or Each Language

  • Navigate to the “Templates” section in our app’s navigation bar.
  • Choose the language you wish to customize from the “Language” dropdown menu.
  • After editing your document, please click the “Save” button located at the top right.


Through the “Orders” section of the “Invoice Wizard,” you can process documents in multiple languages.

  • Click on the “Orders” section.
  • Select the specific order you intend to process from the dropdown menu.
  • Select the action you wish to perform.
  • Choose the language you wish to process in your document from the Language dropdown menu.

 

 

How can I make tax settings for my invoices?

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 to the following link.


Any modifications made to tax settings in your Shopify admin will impact only newly generated orders and invoices. Existing invoices will remain unaffected by these changes.


How to update my company information?

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.

 

How to download invoices?

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.
  • Select on the order you want to download.
  • Click on the “Download” button.
  • Choose the “Invoice” section.

Download an Invoice from the “Shopify Orders Page” :

  • Click on the “Orders” section.
  • Select the order you wish to Download.
  • Click on the “More Actions button(***).”
  • Click on the “Download Invoice” option.


Crucial details regarding the bulk printing or downloading of invoices :

In regular scenarios, handling up to 50 invoices usually proceeds without complications. However, introducing additional data might lead to prolonged processing times or unexpected issues with information printing. A common workaround for this challenge involves concealing product images, which can significantly enhance overall processing speed. If challenges persist after deactivating product images, you might consider disabling product variants or extra product details, such as product properties, within the “Templates” section for batch document processing.

It’s essential to note that the 50-order limit is controlled by Shopify, and unfortunately, applications cannot modify this restriction.


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

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

  • Click on the “More Actions” button.
  • Click on the “Download Invoice” section.

 

 

 

 

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.

 

How to integrate download link ?


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 action within this context.

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

  • Step 2: Copy the document code written for the Invoice under the “Document Types” section heading.

In Shopify: Please follow the steps below, and perform the same action within this context.

  • Click on the “Settings” section on the “Shopify Admin

  • Click the “Notification” section.
  • Click the “Order Confirmation” section.

  • Click on the “Edit Code” Button.

  • Paste copied code between % endif % and % endcapture %.
  • Click on the “Save” button.

  • At the end, you have the option to confirm whether the settings are applied or not using the preview feature.

In some instances, the download link might not be visible. If this occurs, please don’t hesitate to contact our support team.

How to print invoices?

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 the upper right corner and select “Invoice.

 

In the Shopify orders page.

  • Click on the “Orders” section.
  • Select the order you want to print.
  • Click on the “More Actions” button.
  • Choose the “Print Invoice” option.


Crucial details regarding the bulk printing or downloading of invoices :

In regular scenarios, handling up to 50 invoices usually proceeds without complications. However, introducing additional data might lead to prolonged processing times or unexpected issues with information printing. A common workaround for this challenge involves concealing product images, which can significantly enhance overall processing speed. If challenges persist after deactivating product images, you might consider disabling product variants or extra product details, such as product properties, within the “Templates” section for batch document processing.

It’s essential to note that the 50-order limit is controlled by Shopify, and unfortunately, applications cannot modify this restriction.


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

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

  • Click on the “More Actions” Button
  • Choose the “Print Invoice” section