After installing Simple Invoice, you will be directed to the “Invoice Settings” page where you can edit your basic company information, upload your logo, and configure your initial settings.
To make further changes and understand the basic invoicing workflow with Simple Invoice, you can follow the step-by-step Quick Setup Guide below. This guide provides all the necessary information for basic setup and usage.
Customize Your Templates
Step 1: Access Simple Invoice from the “Apps” section of your Shopify store.
Step 2: Navigate to the “Templates” section within Simple Invoice.
Step 3: In the “Templates” section, you can edit the templates for all the document types: Invoice, Draft Order, Credit Note, Packing Slip, Return Form, and Quote.
In this section, you can make all necessary changes to your document templates. You can change any text by activating ‘Edit Text Mode’ on the Templates page and editing the text you wish on the preview screen. All text fields are inline editable.
You have the flexibility to switch between document types and make the necessary adjustments for each. Remember to save your changes before selecting another document type.
When you finalize the customization step, now you can print, download, or send (process) invoices from the “Orders” page of your Shopify store or the “Orders” page of your Simple Invoice app.
You can reach our detailed instructions about sending invoices from here: How can I send invoices?
Processing invoices from the “Orders” page of your Shopify store
Step 1: Log in to your Shopify store and click on the “Orders” section from the left menu.
Step 2: Select one or more orders, then click on the ‘More Actions’ button (*** symbol) in the top right corner and choose the process you want to perform.
Important Information about Bulk Printing or Downloading Invoices:
Typically, you can process up to 50 invoices without any issues. However, if you add additional data, it may take longer to process, or the information may not print as expected.
To address this, the most common solution is to hide product images, which can significantly speed up the process. If you still encounter issues with batch document processing after turning off product images, try disabling product variants or additional product details, such as product properties, in the “Templates” section of Simple Invoice.
Please note that the 50-order limit is controlled by Shopify, and unfortunately, apps cannot alter this limit.
Processing invoices from the “Orders” page of your Simple Invoice app:
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Select one or more orders, then choose the process you want to perform, and select the document type you would like to process.
You can also process orders from the Orders / Invoice Quick Edit Page of Simple Invoice. You can access this page simply by clicking on the order number.
The Orders / Invoice Quick Edit Page of Simple Invoice can be handy if you are looking to apply small temporary changes to your orders/documents.
For example;
* You can remove products: Just hover the item with your cursor and click on the round delete icon.
* All text fields are inline editable: You can make any text or number changes you need.
Simple Invoice is not capable of making permanent changes to your orders. Therefore, it is not possible to send the final state of your orders as an invoice email. You can only print or download the invoice after making any necessary changes.