Wizard Labs – Page 9 – Knowledge Base

How can I remove the email address of my customers from invoices?

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 “Save” button once you’ve made all the changes.

If you wish, you can also remove the email address from the Billing and Shipping Address details

How can I include my social media addresses on the invoice?

“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 selecting “Display Icon.” For example, click “Display Facebook Icon” and add your related social media URL.
Click on the “Save” button once you’ve made all the changes.

How can I hide the Facebook page on my invoices?

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 made all the changes.

Can I use both invoice numbers and order numbers at the same time?

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” and “Display Invoice No” options.
Click on the “Save” button once you’ve made all the changes.

Also, This topic on invoice numbering may capture your attention.

How can I hide customer details on my invoices?

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 “Save” button once you’ve made all the changes.

How can I generate invoice numbers for my orders?

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.
Activate the “Display Invoice No” option.
After making customization do not forget to click on the “Save” button on the top right corner.

After activating the “Display Invoice No” option, click on “Invoice Numbering” from the right side menu.
Customize the fields and options according to your preferences.

You’ll encounter two fields labeled “Invoice Prefix” and “First Invoice Number.” The suffix field is optional. You can input any number into the “First Invoice Number” field. For instance, if you enter “1” into the “First Invoice Number” field, the initial invoice you print or download will be numbered “1,” and the subsequent one will be “2.”

Ensure to set a start date, such as 01.01.2024 the orders before this date will not be numbered.

If you don’t fill in the Prefix and First Invoice Number fields, the invoices numbers will not be printed on the invoices.

The invoice numbers feature may require careful handling. If you use incorrect number formatting, you can start anew by clicking the “Reset Invoice Numbers” button.

Before generating “Invoice Numbers,” it’s necessary to process the order. Here are the available options for order processing:

Here are various options for processing orders:

- Print the order as an invoice to include the invoice number.
- Download the order as an invoice to add the invoice number.
- Send an order as an invoice to include the invoice number.
- Activate one of the Invoice E-mail Sending Options to add the invoice number.
- Upload an order as an invoice to include the invoice number.”

Here is the preview of the “Invoice Number” on the invoices.

How can I edit my Shopify orders?

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 edit.
Click on the “Quick Edit” button at the top right, and choose the document type.

After editing, select the desired action (Print, Download, or Send).

Important Note: Users on our “Start plan” do not have access to the send document feature

All modifications made using the Quick Edit functionality are temporary. For permanent changes, you must make adjustments in your Shopify Store Admin.

How can I use an image on the invoice email content?

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 options.

Uploading an Image

You can upload a photo from your device by clicking on the “Choose File” option.
After uploading the photo, click on the “OK” button.
You can resize your image by changing the image’s width and height from the Advanced tab on the image window.
Finally, click on the “Save” button located at the top right corner.

Adding the Url of the Image

You can also add a photo to your e-mail content by including the photo URL field.
After pasting the photo URL, click on the “OK” button.
You can resize your image by changing the image’s width and height from the “Advanced” tab on the image window.
Finally, click on the “Save” button located at the top right corner.

To create the URL for your images, you can use imgbb, imgur, Cloudinary, or any other site you prefer.

Additionally, you have the option to utilize Shopify’s file storage for this purpose.

How can I change the language for my invoices?

You can learn how to change the “Invoice Language” with the following simple steps.

For more information about Multi-Language Invoices, please visit the following link.

Why I’m not able to see any tax on my invoices?

“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 some essential points to consider if you find that taxes are not appearing on your invoices:

Product Taxability: Confirm whether your products are marked as “taxable” by checking the “Charge tax on this product” checkbox. This step is crucial for proper taxation.
Country-Specific Tax Rates: Double-check that you have correctly set up tax rates for each country where you conduct sales. Accurate tax rates are essential for reflecting the correct taxation on your invoices.
Customer Tax-Exempt Status: Review customer settings to ensure that none of your customers have been mistakenly marked as “tax-exempt” when they should not be. Pay special attention to customer-specific tax settings.

It’s important to note that any modifications made to tax settings in your Shopify admin panel will only impact newly created orders and invoices. Existing invoices will remain unchanged.

If uncertainty persists regarding your tax settings, it is advisable to seek assistance from Shopify support. They can provide more specialized guidance tailored to your specific needs.

Once your tax settings are configured correctly, the Invoice Wizard will seamlessly generate accurate invoices for your upcoming orders.

For further insights into setting up taxes on the Shopify platform, refer to this link.