Why don’t my customers receive their invoices in the right language?

You can watch the video tutorial, which provides a step-by-step guide through the process. Did you read our setup guide about how to create invoices in different languages? If you haven’t read it yet, please click here to read it before reading this guide. When you install Simple Invoice, it...

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

Simple Invoice – Order Printer simply prints your order data as an invoice. Once you have your taxes set up correctly in your Shopify store, Simple Invoice will use these tax settings and automatically display all the required tax details on your invoices. There isn’t any configuration that needs to...

Where can I change the page margin for my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the page margin for your invoices from the browser’s print preview screen.

What should I do if I get stuck during the setup?

A few factors can occasionally interfere with setting up Simple Invoice. In this guide, we’ll walk you through some common issues and how to resolve them. Case 01: The Browser Version Since Simple Invoice is a cloud-based app also known as a Software as a Service (SaaS) app, it relies...

What should I do if I can’t upgrade my plan?

A few factors can interfere with upgrading your plan. In this guide, we’ll walk you through some common issues and how to resolve them. Case 01: The Browser Version Since Simple Invoice is a cloud-based app also known as a Software as a Service (SaaS) app, it relies on your...

What are the variables I can use for the invoice email content?

You can use predefined variables in the invoice email content. In your email content field, you can utilize four “variables” and two “if conditions.” These variables and conditions are already included in your default email content, and you have the flexibility to remove any that you do not wish to...

Quick Setup Guide

You can watch the following video to walk you through the initial configuration process of Simple Invoice.  After installing Simple Invoice, you will be directed to the “Invoice Settings” page where you can edit your basic company information, upload your logo, and configure your initial settings. To make further...

How does the Free plan work?

With the Free Plan of Simple Invoice – Order Printer, you have all the essential tools to start invoicing for your business. Simple Invoice’s Free Plan subscription offers: 50 Invoices / Month Draft Orders, Packing Slips, Credit Notes, and Return Forms Legislation Compliant Documents Multi-Currency Support Bulk Print & Download Process...

How can my customers pay the remaining balance of their orders from the My Account section of my store? (Online Store 2.0 Themes)

Your customers can easily pay the remaining balance of their orders directly from the ‘My Account’ page by following the steps in the video below:  Here is an example screenshot of the added feature.

How can my customers pay the remaining balance of their orders from the My Account section of my store? (Online Store 1.0 Themes)

By activating the ‘My Account Page Payment Link’ feature, your customers can conveniently pay the remaining balance of their orders directly from the My Account section of your store. Please follow the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on...

How can my customers pay the remaining balance of their orders from the My Account section of my store?

Your customers can directly pay the remaining balance of their orders from the “My Account” page. Please click the link according to your Online Store version: If you are using the Online Store 2.0 theme, please click here. If you are using the Online Store 1.0 theme, please click here....

How can my customers make a payment for unpaid or partially paid orders? (Online Store 1.0 Themes)

Your customers can make a payment for unpaid or partially paid orders in two different ways. You can send an email via Simple Invoice with a payment link or/and you can activate the My Account Page Payment Link feature. Sending Payment Link via Simple Invoice As a default, when you...

How can my customers download their invoices from the My Account section of my store? (Online Store 2.0 Themes)

Your customers can directly download their invoices from the “My Account” page simply by following the steps in the video below: Here is an example screenshot of the added feature:

How can my customers download their invoices from the My Account section of my store? (Online Store 1.0 Themes)

Your customers can download their invoices from the “My Account” section of your store by activating the ‘My Account Page Invoices’ feature. Please follow the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Settings” in the Simple Invoice dashboard. Step...

How can my customers download their invoices from the My Account section of my store?

Your customers can directly download their invoices from the “My Account” page. Please click the link corresponding to your Online Store version to proceed with the detailed step-by-step guide. If you are using the Online Store 2.0 theme, please click here. If you are using the Online Store 1.0 theme,...

How can my customers download their invoices after a successful purchase?

Your customers can download their invoices after a successful purchase by activating the ‘Order Success Page Invoices’ feature. Please follow the simple steps in the video below: After activating this feature, your customers can download their invoices by clicking the download link.

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

You can watch the video tutorial, which provides a step-by-step guide through the process. You can use an image on the invoice email content by uploading an image or adding the URL of that image. Please follow the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s...

How can I upload my invoices to Google Drive?

You can watch our video tutorial, which will guide you through the process step by step: You can link your Simple Invoice account with your Google Drive account, allowing you to upload all your document types either manually or automatically. Please follow the steps outlined below: Step 1: Access Simple...

How can I upload my invoices to Dropbox?

You can watch our video tutorial, which will guide you through the process step by step: You can link your Simple Invoice account with your Dropbox account, allowing you to upload all your document types either manually or automatically. Please follow the steps outlined below: Step 1: Access Simple Invoice...

How can I upload my invoices to an FTP server?

You can watch our video tutorial, which will guide you through the process step by step: You can connect your Simple Invoice account to an FTP server and upload all your document types manually or automatically by following the simple steps below. Both FTP and SFTP protocols are supported. Step...

How can I upgrade my plan?

You can upgrade your plan by following these simple steps: Step 1: Go to the “Apps” section of your Shopify store and access Simple Invoice. Step 2: Navigate to the “Pricing & Plans” section. Step 3: Choose your preferred Simple Invoice plan. Tip: If you’d like to opt for an...

How can I uninstall Simple Invoice from my store?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can uninstall Simple Invoice from your store by following the simple steps below: Your subscription will be canceled when you remove/uninstall Simple Invoice from your Shopify store. Step 1: Click on the “Apps”, and select...

How can I sort my orders from oldest to newest?

You can watch the video tutorial, which provides a step-by-step guide through the process. Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: In the Simple Invoice dashboard, click on “Orders”. Then click on “More Filters”, select the “Order Date” field, choose the date range for...

How can I show the payment method on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can show the payment method on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I set additional sending conditions?

With Simple Invoice, you can: Configure additional sending conditions using order tags and payment gateways. Set additional conditions for both Invoices and Packing Slips. For more information, please refer to the links for each option below: Order Tags (Include): https://support.simplio.app/knowledgebase/can-i-send-invoices-automatically-just-for-specific-customer-groups/ Order Tags (Exclude): https://support.simplio.app/knowledgebase/how-can-i-prevent-sending-invoices-automatically-for-orders-with-a-specific-tag/ Payment Gateways (Include): https://support.simplio.app/knowledgebase/can-i-send-invoices-automatically-just-for-specific-payment-gateways/ Payment Gateways...

How can I send reminders for unpaid invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can send reminders for unpaid invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Settings” in the Simple Invoice dashboard. Step 3:...

How can I send invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. With Simple Invoice, you can send invoices in two different ways: Automated PDF Download Links You can create direct download links for your invoices, packing slips, return forms, and credit notes and insert them into your...

How can I send invoices or quotes and accept payments from my customers?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can increase your revenue and improve productivity with the Simple Invoice Quote functionality. What is a Simple Invoice Quote? A quote is an agreement between you and your customer to provide a service or product...

How can I send invoices in multiple languages?

You can watch the video tutorial, which provides a step-by-step guide through the process.  You can send invoices in multiple languages with Simple Invoice by following the simple steps below: Step 1: Access Simple Invoice from the “Apps” section of your Shopify store. Step 2: Navigate to the “Settings”...

How can I send invoices for Shopify POS orders?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can send invoices for Shopify POS orders both from your Shopify store admin, Simple Invoice, and POS by following the simple steps below: Shopify Store Admin Click on the “Orders” section, select the POS Order...

How can I send invoices for Shopify draft orders?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can send invoices for Shopify draft orders from both Shopify Store Admin and Simple Invoice by following the simple steps below. If you have not customized your draft order template and invoice email content, please...

How can I send invoices automatically as soon as I fulfill an order?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can send invoices automatically as soon as you fulfill an order by following the simple steps below: Your customers will receive an invoice as soon as you fulfill your order. If you activate this option,...

How can I send invoices automatically as soon as I accept payment?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can automatically send invoices as soon as payment is accepted by following the simple steps below: Your customers will receive an invoice as soon as they make a payment or you approve the payment. If...

How can I send invoices as attachments?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can send invoices as attachments by following the simple steps below. Step 1: Open Simple Invoice from the “Apps” section of your Shopify store. Step 2: Click on “Settings” in the Simple Invoice dashboard. Step...

How can I send invoices as a separate email?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can send invoices as a separate email with Simple Invoice by following the simple steps below: For maximum deliverability, Simplio is using a professional email service. Simple Invoice is trusted by over 12.000+ stores at...

How can I send a payment link to my customers?

You can watch the video tutorial, which provides a step-by-step guide through the process.   By default, when you send a draft order with Simple Invoice, a payment link is included in the email content. You can find the draft order code below: {% if order.is_draft %}If you would like...

How can I remove the phone numbers of my customers from invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can remove the phone numbers of your customers from invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click the “Templates” in the Simple...

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

You can watch the video tutorial, which provides a step-by-step guide through the process. You can remove the email addresses of your customers from invoices by following the simple steps below: Step 1: Open Simple Invoice from the “Apps” section of your Shopify store. Step 2: Click on “Templates” in...

How can I receive payments?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can receive payments by sending a payment link to your customers by following the simple steps below: By default, when you send a draft order with Simple Invoice, the payment link is sent with the...

How can I print invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can print your invoices from both your Shopify store admin and Simple Invoice by following the simple steps below. Shopify Store Admin Step 1: Click on “Orders” in your Shopify store admin. Step 2: Click...

How can I print additional product details on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can print additional product details on your invoices by following the simple steps below: You can print additional product details by adding these details to the product metafields or tags and activating the ‘Show Product...

How can I prevent sending invoices automatically for orders with a specific tag?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can prevent sending invoices automatically for orders with a specific tag by following the simple steps below: Step 1: Access Simple Invoice from the “Apps” section of your Shopify store. Step 2: Navigate to the...

How can I make tax settings for my invoices?

No configuration is needed on the Simple Invoice side. Once your taxes are correctly set up in your Shopify store, Simple Invoice will automatically apply these tax settings and display all required tax details on your invoices. For more information on setting up taxes in Shopify, click here. Please note...

How can I issue credit notes?

You can issue credit notes if your invoices need to be changed and re-issued. What is a Credit Note?  A credit note is an official legal document, similar to an invoice, that sellers provide to customers to notify them of refunded, partially refunded, or canceled orders. Credit notes are typically...

How can I insert a secondary page to my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can insert a secondary page to your invoices by following the simple steps below: You can add HTML files to your invoices like ‘Terms and Conditions’ or ‘Policies’. Only the basic HTML files are supported...

How can I insert a download link to the Shopify order notification email?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can insert a download link to the “Shopify Order Notification Email” by following the simple steps below: Step 1: Access Simple Invoice from the “Apps” section of your Shopify store. Step 2: Navigate to the...

How can I hide refunded products on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can hide refunded products on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard. Step...

How can I hide product pictures?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can hide product pictures from your documents such as invoices, drafts, credit notes, packing slips, return forms, and quotes by following the simple steps below: Hiding product images in your templates will reduce the file...

How can I hide customer details on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can hide customer details on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard. Step...

How can I generate invoice numbers for my orders?

You can watch the video tutorial, which provides a step-by-step guide through the process.  Please be aware that utilizing the custom invoice numbers feature may require attention to detail. If you inadvertently use incorrect number formatting, you have the option to reset the numbers entirely by selecting the “Reset...

How can I filter orders from a specific date range?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can filter orders by a specific date range by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on ‘Orders’ in the Simple Invoice dashboard....

How can I edit my Shopify orders?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can edit your Shopify orders by using the Quick Edit functionality of Simple Invoice. All text fields are inline editable and you can apply changes according to your needs. You can send, download or print...

How can I download or upload all my invoices at once?

You can learn how the ‘Bulk Process’ and the ‘Batch Process’ work in Simple Invoice by following the steps in the video. You can efficiently manage your invoices using Simple Invoice’s features like “Bulk Document Processing” and “Batch Document Processing,” which serve as great alternatives to downloading all your invoices...

How can I download invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can download your invoices from both your Shopify store admin and Simple Invoice by following the simple steps below: Shopify Store Admin Step 1: Click on “Orders” in the Shopify dashboard. Step 2: Click on...

How can I display the weight information of my products?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the weight information of your products on your documents such as invoices, drafts, credit notes, packing slips, return forms, and quotes by following the simple steps below: Step 1: Open Simple Invoice from...

How can I display the tracking numbers on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the tracking numbers on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display the total weight amount on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the total weight amount on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice...

How can I display the total item count on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the total item count on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice...

How can I display the tip amount on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the tip amount on your invoices by following the simple steps below: When you activate this option, the ‘Tips’ will be printed as a line item. Step 1: Open Simple Invoice from your...

How can I display the shipping tax as a separate line?

This feature as a selectable option will be available for future releases of Simple Invoice. After you set up your taxes correctly, please create a support ticket. You can get more information about location-based taxes from the official Shopify guide by clicking here. Step 1: Open Simple Invoice from your...

How can I display the shipping cost on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the shipping cost on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display the shipping company of an order on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the shipping company of an order on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the...

How can I display the shipping amount?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the shipping amount on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display the refunded amount on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the refunded amount on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display the last four digits of a credit card on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the last four digits of a credit card on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates”...

How can I display the invoice total without tax?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the invoice total without tax by following the simple steps below: For this feature to work properly, please ensure your taxes are set up correctly in your Shopify store. Simple Invoice will use...

How can I display the fulfillment method of an order on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the fulfillment method of an order on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the...

How can I display the fulfillment date on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the fulfillment date on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display the country of origin information for my products?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the country of origin information for your products on documents such as invoices, drafts, credit notes, packing slips, return forms, and quotes by following the simple steps below: Step 1: Open Simple Invoice...

How can I display QR Codes on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can use QR codes to direct your customers to specific links, helping to drive traffic, collect payments, or convey marketing messages. Our QR code generator enables you to create QR codes from your store URL,...

How can I display product tags on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display product tags on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard. Step...

How can I display product meta fields on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display product meta fields on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display paid and due amounts on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display paid and due amounts on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice...

How can I display order tags on my invoices?

You can display order tags on your invoices by following the simple steps below: Since your store can have up to 250 tags (unlimited if you are on Shopify Plus), please create a support ticket and include an example order number with the specific tags you would like us to...

How can I display non-discounted prices for my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display the non-discounted prices for your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display my social media icons on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display your social media icons on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice...

How can I display my product prices without tax?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display your product prices without tax by following the simple steps below: For this feature to work properly, ensure that your taxes are set up correctly in your Shopify store. Simple Invoice will use...

How can I display multiple tax rates on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. Simple Invoice generates invoices directly from your order data. Once your taxes are set up correctly in your Shopify store, Simple Invoice will use these tax settings to automatically display all required tax details on your...

How can I display gift card payments on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display gift card payments on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display discounted product prices for my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can display discounted product prices on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I display barcodes on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. With Simple Invoice, you can display barcodes for each product in your orders, as well as barcodes for your documents. To display barcodes on your invoices, follow the simple steps below: Step 1: Access Simple Invoice...

How can I customize the text displayed in the shipping information section?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can customize the text displayed in the shipping information section by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple...

How can I customize the text displayed in the billing information section?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can customize the text displayed in the billing information section by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple...

How can I customize the design of my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can customize the design of your invoices from the “Templates” section by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click “Templates” on the Simple...

How can I customize customer details on my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can customize customer details on your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click “Templates” on the Simple Invoice dashboard. Step 3:...

How can I create return forms?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can create return forms from the “Orders” section of your Simple Invoice by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Select the order you...

How can I create packing slips?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can create packing slips from the “Orders” section by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Select the order you wish to create a...

How can I create invoices in different currencies?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can create invoices in different currencies by following the simple steps below: When you activate the Multi-Currency feature, your customers will receive their invoices in the currency they select at checkout. Step 1: Access Simple...

How can I convert an order into a quote?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can convert an order into a quote by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: In the ‘Order’ section, Select the order you wish...

How can I convert a draft order into a quote?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can convert a draft order into a quote by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on the ‘Drafts’ on the Simple Invoice...

How can I connect my account to cloud?

You can seamlessly connect your Simple Invoice account to Dropbox, Google Drive, and FTP, enabling you to upload all document types either manually or automatically. For more information about connecting your account to cloud, please click on the link next to the upload option you wish to use: Dropbox: https://support.simplio.app/knowledgebase/how-can-i-upload-my-invoices-to-dropbox/...

How can I collect tax numbers from my customers? (Online Store 2.0 Themes)

You can collect tax numbers from your customers simply by following the steps from the video below: After you make the necessary changes to your Store’s theme, you can now change the title and select the location of the tax number from the ‘Other Settings’ under the “Templates”. Please click...

How can I collect tax numbers from my customers? (Online Store 1.0 Themes)

You can collect tax numbers from your customers by following the simple steps below. Important Information: Inputs won’t be mandatory and can be left blank. These inputs are only designed to collect information and they won’t change anything related to your tax settings. Step 1: Open Simple Invoice from your...

How can I collect tax numbers from my customers?

It is possible to collect VAT numbers from your customers with Simple Invoice. It’s possible to insert inputs into your cart page and user registration page. Collected information will be printed under the ‘Customer Details’, ‘Billing Details’, or ‘Shipping Details’ section of your documents. Please click the link according to...

How can I collect a business number from my customers?(Online Store 2.0 Themes)

You can watch the video tutorial, which provides a step-by-step guide through the process. You can collect a business number from your customers by using the ‘Collect Tax Numbers’ feature of Simple Invoice. Important Information: Inputs won’t be mandatory and can be left blank. These inputs are only designed to...

How can I collect a business number from my customers?(Online Store 1.0 Themes)

You can collect a business number from your customers by using the ‘Collect Tax Numbers’ feature of Simple Invoice. Important Information: Inputs won’t be mandatory and can be left blank. These inputs are only designed to collect information and they won’t change anything related to your tax settings. Please follow...

How can I change the weight type for my products?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the weight type for your products by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I change the title of the invoice email content?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the title of the invoice email content by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Settings” in the Simple Invoice...

How can I change the time format of my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the time format of your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I change the size of product pictures?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the size of product pictures on your documents such as invoices, drafts, credit notes, packing slips, return forms, and quotes by following the simple steps below: Changing the size of product pictures will...

How can I change the sender address of my invoice emails?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the sender address of your invoice emails by following the simple steps below: Step 1: Open Simple Invoice from the “Apps” section of your Shopify store. Step 2: Click on “Settings” in the...

How can I change the language of my documents?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the language of your documents such as invoices, drafts, credit notes, packing slips, return forms, and quotes also by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s...

How can I change the font of my documents?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the font of your documents such as invoices, drafts, credit notes, packing slips, return forms, and quotes by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps”...

How can I change the filename of my invoices?

You can  watch our video tutorial, which will guide you through the process step by step:   You can change the filename of your invoices from the “Templates” menu by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on...

How can I change the date format of my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change the date format of your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click the “Templates” in the Simple Invoice dashboard....

How can I change the content of invoice emails?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can also change the content of invoice emails by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Settings” in the Simple Invoice dashboard....

How can I change my Simple Invoice plan?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can change your “Simple Invoice” account plan by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Pricing & Plans” in the Simple Invoice...

How can I bulk process invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can bulk-process invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Select the orders you wish to process and select one of the process...

How can I automatically create credit notes?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can automatically create credit notes with the ‘Advanced Credit Notes’ feature by following the simple steps below: Creating a ‘Credit Note’ involves many details, which increases the chances of making mistakes. For this reason, the...

How can I add the due date and issue date to my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can add the due date and issue date to your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the...

How can I add my logo to my documents?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can also add your logo to documents such as invoices, drafts, credit notes, packing slips, return forms, and quotes by following the simple steps below: The uploaded logo is used for all document types. If...

How can I add my company tax number to my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can add your company tax number to your invoices by following the simple steps below: If you entered your company tax number during the Simple Invoice setup, it will appear as the last line in...

How can I add my company information to my documents?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can also add your company information to your invoices by following the simple steps below: If you added your company information during the Simple Invoice setup, it will appear in the company information field. Step...

How can I add my business registration number to my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can also add your business registration number to your invoices by following the simple steps below: Important Note: If you entered your business registration number during the Simple Invoice setup, it will appear as the...

How can I add my bank details to my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can also add your bank details to your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice...

How can I add an email address to the BCC field of my invoice emails?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can also add an email address to the BCC field of your invoice emails by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on...

How can I add additional terms to my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can also add additional terms to your invoices by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in the Simple Invoice dashboard....

How can I add a secondary language for my invoices?

You can watch the video tutorial, which provides a step-by-step guide through the process.  You can add a secondary language for your invoices by following the simple steps below: If you are selling globally, adding additional languages through Simple Invoice and sending your invoices from the “Orders” section of Simple Invoice is better....

How can I accept payments?

You can accept payments from your customers in three different ways: You can receive payments by sending ‘Drafts’ with Simple Invoice, adding a payment link to the ‘My Account’ page, or sending ‘Quotes’ to your customers. You can get more information for each option from the guides below: Sending Drafts:...

Does Simple Invoice support Shopify’s multi-currency conversion functionality?

You can watch the video tutorial, which provides a step-by-step guide through the process. Simple Invoice supports Shopify’s multi-currency conversion functionality which you can configure by following the simple steps below: If you use Shopify Payments, you can use Shopify’s Native Currency. You can find more information about setting up...

Can I use both invoice numbers and order numbers simultaneously?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can use both invoice numbers and order numbers at the same time by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Templates” in...

Can I send invoices automatically just for specific payment gateways?

You can watch the video tutorial, which provides a step-by-step guide through the process.  You can send invoices automatically just for specific payment gateways by following the simple steps below: Step 1: Open Simple Invoice from your Shopify store’s “Apps” section. Step 2: Click on “Settings” in the Simple...

Can I send invoices automatically just for specific customer groups?

You can watch the video tutorial, which provides a step-by-step guide through the process. You can also send automatic invoices to specific customer groups by following the simple steps below: In order to send automatic invoices for specific customer groups, you can add a tag to your orders and the...

Can I disable automatic invoice sending for specific payment gateways?

You can watch the video tutorial, which provides a step-by-step guide through the process.  You can disable automatic invoice sending for specific payment gateways by following the simple steps below: Step 1: Access Simple Invoice from the “Apps” section of your Shopify store. Step 2: Navigate to the “Settings”...

Can I disable automatic invoice sending for specific customer groups?

You can watch the video tutorial, which provides a step-by-step guide through the process.  You can disable automatic invoice sending for specific customer groups with a workaround by following the simple steps below. In order to disable automatic invoice sending, you can add a tag to your orders and...