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 Simple Invoice dashboard.
Step 3: Click on the ‘Options’ section and scroll down, then click on both the ‘Show Issue Date’ and ‘Show Due Date’ under the ‘Order Details’.
Step 4: Please click the “Save” button to confirm your changes.
Important Note: You can add the ‘Issue Date’ and ‘Due Date’ to your ‘Draft Orders’. You can find below the instructions on how you can add these dates to your orders:
Step 1: Go to your Shopify Admin, click on the “Orders” section, and click on the ‘Create Order’ button.
Step 2: After adding the necessary information, check the “Payment Due Later” checkbox.
Step 3: Select one of the ‘Payment Terms’ options and choose the ‘Issue Date’. Then click on the “Create Order” button.
Follow the steps below to check whether the issue date and due date appear on your invoice:
Click on the “Orders” section in our app’s navigation bar.
Select the order you wish to process, then choose the action you want to perform (Print, Download) for verification.
Here is how these two features appear on the invoice:
Even after the draft is converted to an order, the ‘Payment Terms’ can be edited later in the order detail. You can find simple steps below:
First, click on the order you wish to edit, and click on the ‘Edit’ link near the payment due line.
You can now change or remove the ‘Payment Terms’ from the Edit payment terms window. After making the necessary changes, click the “Save” button.
Shopify doesn’t offer a field for the date when you first issue your invoices. If the invoice date is important to you, we can add an Invoice Date field to your template. The invoice date will be the date when you print or download the invoice.
For example, when you receive an order today, Shopify will send an order notification email to your customer. Your customers will be able to click and download the invoice for their order, and the date and time they download the invoice will be recorded as the invoice date. However, if you print or download the same order on a different day, the invoice date will be updated to the date when you last printed or downloaded it.
If this is a suitable option for you, please create a Support ticket or simply click here.