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.

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” Toolbar:
        • 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.


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.


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

  • Step 1: Select “Credit Note” Section:
        • In the navigation bar, choose the “Credit Note” section.
        • Click on the “Create Credit Note” button from the window that appears.

  • Step 2: Set Document Details ;
        • In the “Document Settings” section, set the main details of the credit note.

  • Step 3: Customize Address Details.
        • After configuring “Credit Note Document Details,” proceed to the “Address Detail” section.
        • Customize the information according to your preferences.


Set your Customer, Billing, and Shipping details. This step is crucial as the Credit Note will be sent to this customer.

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.


  • Step 4: 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.”

  • Step 5: Pricing & Taxes:
        • After adding products, go to the “Pricing & Taxes” section.
        • Enter the desired amounts and click “Save” to store the Credit Note.
        • Optionally, change the currency of the Credit Note in this section.
        • 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.


Alternative Methods for Creating Credit Notes.

  • 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:
        • Navigate to the “Invoice Wizard” toolbar, access the “Order” section, 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.

  • Start by navigating to the “Settings” section on the navigation bar. Next, click on the “E-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 lacks built-in functionality for credit notes. Consequently, exercising prudence in handling refund-related transactions becomes essential. 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.


 

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 “Store Details” in the navigation toolbar.

  • Click on the “Settings“ section in the navigation bar.
  • Click on the “Store Details” section.

Additionally, you have the option to review your remaining usage in the “Event Logs” section.

    • Step 1: Click the “Event Logs” section
    • Step 2: You can track your usage within this section.

 

How can I send invoices in multiple languages?

Invoice Wizard” offers its users the capability to send invoices in various languages.


If you are using the application in multiple languages, you need to apply changes separately to ensure their validity in all your selected languages.


  • Click on the “Settings“ section in the navigation bar
  • Click on the “Store Details” section.
  • Select this field and input the desired language.
  • Click on the “Save” button at the right top.

Note: Our application supports 32 languages.

You have the option to send a distinct email for each activated language.

Note: To utilize this feature, you should have completed the aforementioned steps.

  • Step 1: Click on the “Settings” section
  • Step 2: Once you click on the “E-mail Settings,” choose “Invoice” from the available options.
  • Step 3: Click on the “Language” field and choose the language you have added.


Note: Furthermore, 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.


Also, you can tailor each language template according to your preferences.

  • For customizing the language template, navigate to the “Template” section. Choose the “Invoice” section from the available options. Click on the Language field and choose the language you have added.

You can handle documents in various languages through the “Orders” section of  “Invoice Wizard.”

  • Step 1: Click on the “Orders” section
  • Step 2: Choose the specific order you intend to process
  • Step 3: Choose the action you want to perform
  • Step 4: Click the “Document Language” button, and select the desired language.

 

 

How can I make tax settings for my invoices?

No configuration adjustments are necessary on the Invoice Wizard platform.

Upon accurately configuring your tax settings within your Shopify store, Invoice Wizard will seamlessly integrate these tax preferences and automatically present 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?

Invoice Wizard” provides a service for you to organize and update information about your company, just as it does in every aspect

Manage your company information on your documents, follow these straightforward steps ;

  • 1) Click on the “Settings” section and select “Store Details”.
  • 2) Navigate to the “Settings” section and choose “Company Details” from the menu.

How to download invoices?

To download invoices 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.
  • Step 3: Click on the “Download” button.
  • Step 4: Click on the “Invoice” section.

Download an Invoice from the “Shopify Orders Page” Interface

Step-by-Step Tutorial: Downloading Your Orders:

  • Step 1: Click on the “Orders” section.
  • Step 2: Click the order you want to Download.
  • Step 3: Click on the “More Actions button.”
  • Step 4: 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 :

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

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

 

 

How to send invoices?

Invoice Wizard provides you with two distinct methods to send invoices.

Automated PDF Download Links

Facilitate automated PDF downloads by generating direct links for invoices, packing slips, return forms, and credit notes. Embed these 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.

Sending invoices with Invoice Wizard is a straightforward process. Here is how you can do it:

Invoice Wizard” offers the flexibility of automatically or manually sending invoices. To ensure optimal deliverability, Invoice Wizard employs a professional email service. Currently trusted by thousands of stores, Invoice Wizard guarantees secure and hassle-free delivery of your invoices.

To send invoices using the “Invoice Wizard“, follow these straightforward steps ;

  • Step 1: Click on the “Orders” section within the “Invoice Wizard” navigation bar.
  • Step 2: Click on the order you want to send
  • Step 3: Select the “Send” button located in the top right corner.
  • Step 4: After clicking the “Send” button, choose the option for “Invoice” from the available selections.

Send an Invoice from the “Shopify Orders Page” Interface;

First Step: Click on the “Orders” section.

Last Step: Select the order you want 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;

  • Step 1: Click on the “Orders” section.
  • Step 2: Click the order number you want to send.

  • Step 3: Click on the “More Actions” Button.
  • Step 4: Click on the “Send Invoice” section.

 

How to integrate download link ?

To include a download link in the Shopify order notification email, follow these straightforward steps:

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

  • Step 1: Click on the “Settings” section at the “Invoice Wizard” navigation bar
  • Step 2: After pressing the “Settings” button, select “Automated PDF Download” under the subheading “Store Integration” from the options that appear.
  • Step 3: Copy the document code written for the Invoice under the “Document Types” section heading.

In Shopify Dashboard:
First Step: Open your “Shopify Admin” panel and click the “Settings” button

 

Other Steps: Please follow the steps below, and perform the same action within this context.

  • 1) Click the “Notification” section.
  • 2) Click the “Order Confirmation” section.

  • Click on the “Edit Code” Button.

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

  • 5) Click on the “Preview” button.

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

If you require assistance with link integration, you can effortlessly generate a support ticket by clicking here.

How to print invoices?

You can print your invoices from your Shopify store admin and Invoice Wizard by following the simple steps below:

In Invoice Wizard:

  • First, click on the orders section in the navigation bar and then click on the “Printer” icon in the upper right corner and select “Invoice”.

 

In the Shopify orders page.

  • Step 1: Click on the “Orders” section.
  • Step 2: Select the order you want to print.
  • Step 3:Click on the “More Actions” button.
  • Step 4:Click on 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.

  • Step 1: Click on the “Orders” section
  • Step 2: Click the order number you want to print

  • Step 3:Click on the “More Actions” Button
  • Step 4:Click on the “Print Invoice” section