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 Google Drive 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 Google Drive followed by selecting the Google Drive icon.
Step 4: Please grant Simple Invoice permission to access your Google Drive account through the Google login screen.
Step 5: Please choose one of the upload automation options for uploading your invoices. Then, click the “Save” button to confirm your changes.
Once you’ve completed the setup process, you can manually upload invoices from the “Orders” section.
To do so, select the orders you wish to upload, click the ‘Upload’ button, then select the “Invoice to Google Drive” option.