You have the option to link your Simple Invoice account with your Dropbox account, enabling you to manually or automatically upload all your document types. Kindly 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 on the ‘Upload’ button, followed by selecting the “Invoice to Dropbox” option.
