You can watch our video tutorial, which will guide you through the process step by step:
You can link your Simple Invoice account with your Dropbox account, allowing you to upload all your document types either manually or automatically. Please follow the steps outlined below:
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: Scroll down to the ‘Connect to Cloud’ section, then click on Dropbox followed by selecting the Dropbox icon.
Step 4: Please grant Simple Invoice permission to access your Dropbox account through the Dropbox login screen.
Step 5: Please choose one of the upload automation options for uploading your invoices.
Step 6: Please click on the “Save” button to confirm your changes.
Once you’ve completed the setup process, you can now manually upload invoices from the “Orders” section.
To do so, kindly select the orders you wish to upload, then click the ‘Upload’ button, followed by selecting the “Invoice to Dropbox” option.
