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 the moment and you can always be sure that your invoices will be delivered without any issues.
You can send invoices for your orders both from the Shopify Store Admin and Simple Invoice’s Order section.
Shopify Store Admin
You can send invoices from both the Orders section and the Order Details page.
Sending from the Orders Section
Click on “Orders” on Shopify Admin, select the order by clicking on the box, click on ‘More Actions’ and click ‘Send with Simplio’.
Sending from the Order’s Details Page
Click on “Orders” on Shopify Admin, click on the order number, click on ‘More Actions’ and click ‘Send with Simplio’.
Simple Invoice
You can send your invoice to your customer from the orders section of Simple Invoice.
Click the box of the order you wish to send, click the ‘Send’ button, and select the ‘Invoice’.
Also, you can send your invoices after editing them with the Quick Edit functionality of Simple Invoice from the Quick Edit window.
Click on the order number you wish to send, make the necessary changes with the ‘Quick Edit’ functionality, click the ‘Actions’ button, and select ‘Send’.
You can automatically send invoices upon the condition you choose. The conditions are;
Auto on Order: Your customers will receive an invoice as soon as they place an order on your site.
Auto on Payment: Your customers will receive an invoice as soon as they make a payment or you approve the payment.
Auto on Fulfillment: Your customers will receive an invoice as soon as you fulfill your order.
It is possible to send invoice emails in different languages without using a third-party app. If you activated additional languages, your invoices will be sent according to your customer’s shipping address.
Please follow the simple steps below to set the automatic sending condition.
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on “Settings” in the Simple Invoice dashboard.
Step 3: Scroll down to the ‘Sending Invoices with Simple Invoice’ section and click on the condition under which your invoices will be sent.
Step 4: Please click the “Save” button to confirm your changes.
