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 Shopify order email notifications. This allows your customers to download their documents directly from the emails sent by your Shopify store.
For more information on how to add download links to your Shopify order notifications, click here.
Send Invoices with Simple Invoice
Simple Invoice can send invoices automatically or manually, providing flexibility to suit your business needs.
At Simplio, we utilize a professional email service to ensure maximum deliverability for your emails. Trusted by over 12,000 stores, Simple Invoice guarantees that your invoices will always be delivered reliably and without any issues.
You can customize the invoice emails and set conditions for automatic sending to your customers. Please follow the simple steps below to configure your invoice-sending settings.
Step 1: Access Simple Invoice from the “Apps” section of your Shopify store.
Step 2: Navigate to the “Settings” section within Simple Invoice.
Step 3: Customize your Emails:
You can customize the email content that your customers receive in the “Sending Options” section.
Below you’ll find the six fields you can customize:
Sender Name: Also known as the “from name”, the sender name is displayed in your customer’s inboxes.
Sender Email Address: Also known as the “from address”, the sender email address includes an @ and a domain name. Your customers will see this email address as a sender.
It’s advisable to use a TLD (Top-Level Domain) email address such as example@your-company-domain.com instead of using email addresses from providers like Gmail, Outlook, or Yahoo.
Providers like Gmail, Outlook, and Yahoo may sometimes restrict sending emails from third-party apps like Simple Invoice, potentially causing your invoice emails to be flagged as spam by your customers’ email filters.
Blind Carbon Copy: Also known as the “BCC field”, enables you to send a copy of a message, such as an invoice email, without the recipients’ knowledge. You can add your email address or your accountant’s email address to the BCC field to receive a copy of your invoices.
Mail Subject is the first text recipients see after the sender’s name when an email arrives in their inbox. It is important to keep an email subject line informative, engaging, and concise.
Send as Attachment option can be activated if you wish to send your invoices as PDF attachments to your customers.
If your domain name reputation is low, we may recommend disabling email attachments for the initial couple of months. Once you have been consistently sending invoices for a while, you can consider enabling them and testing the functionality again. Occasionally, some email providers may flag attachments as spam. It’s advisable to begin with download links initially.
Mail Content allows you to input text freely, along with the option to include supporting links and small images.
When sending an invoice email, you have the freedom to include as much text as necessary, but concise and informative content is often more effective.
Additionally, you can utilize variables within the email content for customization. For further information, click here.
Step 4: Please click on the “Save” button to confirm your changes.
Now, you can send invoices for your orders separately via email from both the Shopify Store Admin and Simple Invoice’s Orders Section.
Sending Invoices from Your Shopify Store Admin
You can send invoices both from the Orders section and the Order Details page.
Sending from the Shopify Orders Section
Click on the Orders section on your Shopify admin, select the order by clicking on the box, click on ‘More Actions’, and click on ‘Send Invoice’.
Sending from the Shopify Order’s Details Page
Click on the Orders section on your Shopify admin, click on the order number, click on ‘More Actions’, and click on ‘Send Invoice’.
Simple Invoice
You can send your invoices and packing slips to your customers from the Orders section of the Simple Invoice.
Check the box of the Order you wish to send, click on the ‘Send’ button, and select the Invoice or Packing Slip.
Also, you can send your invoices after editing them with the Quick Edit functionality of Simple Invoice.
To send an invoice, click on the order number you wish to send. Use the Quick Edit functionality to make any necessary changes, then click on the Actions button and select ‘Send’.
Sending Invoices Automatically
In the “Send Documents with Simple Invoice” section, you can set conditions for automatically sending invoices.
Based on the condition you select, you can send separate emails for invoices and packing slips to your customers. You can choose from one of the conditions below:
Off: Automatic invoice sending is disabled. Invoices can only be sent manually.
Auto on Order: Your customers will receive an invoice immediately after placing an order on your site.
Auto on Payment: Your customers will receive an invoice as soon as they make a payment or once you approve the payment.
Auto on Fulfillment: Your customers will receive an invoice as soon as their order is fulfilled.
Send only to “Blind Carbon Copy” email field: Only the email address set on the Blind Carbon Copy field will receive an invoice email as soon as you receive an order. Your customers won’t receive an invoice email with this option.
Set Additional Sending Conditions
In the “Set Additional Sending Conditions” section, you can configure extra sending conditions using order tags and payment gateways.
You can specify whether invoices are sent automatically or not based on the order tags and payment gateways.
You can send invoice emails in various languages without the need for a third-party app. If you have enabled additional languages, your invoices will be sent based on your customers’ shipping addresses.
You can get more information about sending invoices in multiple languages by clicking here.
Simple Invoice also supports sending invoices in different currencies. You can get more information by clicking here.