You can send invoices in two different ways with Simple Invoice.
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. In this way, your customers can directly download their documents from the emails sent by your Shopify store.
You can get more information about how to add download links to your Shopify Order Notifications by clicking here.
Send Invoices with Simple Invoice (Pro & Premium Plans)
Simple Invoice is also capable of sending invoices automatically or manually.
For maximum deliverability, Simplio is using a professional email service called MailGun. 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 issue.
You can customize the invoice emails and add a condition in which your invoices send automatically to your customers.
Please follow the simple steps below in order to customize the necessary fields for sending Invoices with Simple Invoice.
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on the “Settings” on the Simple Invoice dashboard.
Sending Invoices Automatically
Step 3: Set a condition for sending invoices automatically from the Send Invoices with Simple Invoice section.
If you activate this option, you can send separate invoice emails to your customers according to the condition you choose. You can choose from one of the conditions below.
Off: Automatic invoice sending is disabled. You can only send invoices manually.
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.
Customize the Email
Step 4: You can customize the Email that your customers receive from the Sending Options section.
You can find the six fields you can customize below.
Sender Name is (also known as from name) the name displayed in your customer’s inboxes.
Sender Email Address is also known as from address or from an email which includes an @ and a domain name. Your customers will see this email address as a sender.
It is better to use a TLD email address like [email protected] instead of using a sender address like Gmail, Outlook, or Yahoo.
Email service providers like Gmail, Outlook, and Yahoo sometimes don’t allow you to send emails from third-party apps like Simple Invoice or your invoice emails may land in the spam folder of your customers.
Blind Carbon Copy is (also known as the BCC field) used to send a copy of a message (such as an invoice email) without the knowledge of your customers. You can add your own email address or your accountant’s email address to receive a copy of your invoices.
Mail Subject is the first text recipients see after your sender’s name when an email reaches their inbox. It is important to keep an email subject line informative, catchy, and brief.
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 suggest turning off email attachments for the first couple of months. After sending invoices for a couple of months, you can try to turn it on and test the functionality again. Some email providers can detect attachments as spam from time to time. It is better to start with download links first.
Mail Content is a freeform field where you insert as much text as you want. You can also add supporting links and small images.
When you send an invoice email, you’re not limited in terms of how much text you can use but it is better to use short and informative.
You can use variables with the email content. You can get more information by clicking here, or you can find a list of all the variables you can use by clicking here.
Step 5: Click on the Save button.
Now, You can send invoices for your orders both from the Shopify Store Admin and Simple Invoice’s Order section as a separate email with Simple Invoice.
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.
You can get more information about sending invoices in multiple languages invoices by clicking here.
Also, Simple Invoice supports sending invoices in different currencies. You can get more information by clicking here.
Shopify Store Admin
You can send invoices from both the Orders section and Order’s Details page.
Send from the Orders Section
Click on the Orders on Shopify Admin, select the order by clicking on the box, click on the More Actions and click on the Send with Simplio.
Send from the Order’s Details Page
Click on the Orders on Shopify Admin, click on the order number, click on the More Actions and click on the Send with Simplio.
Simple Invoice
You can send your invoice to your customer from the orders section of the Simple Invoice.
Click the box of the Order you wish to send, click on the Send button and select the Invoice.
Also, you can send your invoice 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 Quick Edit functionality, click on the Actions button, and select Send.
