You can watch our video tutorial, which will guide you through the process step by step:
Also, You can receive payment by sending a payment link to your customers by following the simple steps below.
As a default, when you send a draft order with Simple Invoice, the payment link is sent with the email content. You can find added code for draft orders below.
{% if order.is_draft %}If you would like to make a payment please click here.{% endif %}
The Draft payment link won’t be visible in your regular invoice emails sent for your Shopify orders placed by your customers. If you send a draft order to your customer, this sentence will be visible in the email sent to your customers alongside the other content. If your customers click on the link, they will be redirected to your Shopify store to make a payment.
If you wish to get payments for the orders in which the financial status of the order is pending, add the code below.
{% if order.financial_status == ‘pending’ %}You can complete payment here : {{ order.checkout_url }}{% endif %}
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on “Settings” on the Simple Invoice dashboard.
Step 3: Scroll down to the Sending Options section, click on the Mail Content field, and add the code below.
{% if order.financial_status == ‘pending’ %}You can complete payment here : {{ order.checkout_url }}{% endif %}
This payment link won’t be visible in your regular invoice emails sent for your Shopify orders placed by your customers. If you send an order with the pending financial status to your customer, this sentence will be visible in the email sent to your customers alongside the other content with the payment link. If your customers click on the link, they will be redirected to your Shopify store to make a payment.
Step 4: Click on the Save button.
After you add the payment link to your invoice emails, you can send draft orders by using Simple Invoice to your customers.
You can get more information on how to send invoices for your draft orders by clicking here.
Also, It’s possible to insert a payment link to your “My Account” page of your Shopify store. In this way, your customers can always pay the remaining balance of their orders with a single click from the “My Account” section of your store whenever they need.
You can get more information on how to send invoices for your draft orders by clicking here.
As an alternative, you can use the Quote functionality of Simple Invoice to increase your revenue and improve productivity.
A quote is an agreement between you and your customer to provide a service or product at an agreed-upon price and within a specific time frame. The quote shows a breakdown of the individual charges that are added together to create the total cost. You can create quotes and get paid by your customers instantly.
You can get more information about the Quote functionality by clicking here.