Email Setup
How to Auto-Email Drafts when a draft is created?
Head over to "Send to Customer" section of app. Note: you must have pro or higher plans to use this feature. Click Invoice Under the "drafts" section, you'll find code to copy and paste. This will be visible to you once you upgrade to paid plans. This will look someFew readersHow to Auto-Email Invoice when an order is created?
Head over to "Send to Customer" section of app. Note: you must have pro or higher plans to use this feature. Click Invoice Click copy Next step, Head over to Shopify setting and under Notifications section. Click on "Customer notifications" Next step, Click oFew readersIntegration with Omnisend & Shopify Email
If you are using Shopify Emails(copy pasting our snippet code on order confirmation settings) for Final Invoice, but are using Omnisend(possibly sometimes you wish to send only to certain tags, not all orders). You could copy paste HTML shared from Omnisend to shopify, which's what Omnisend also recommends Read more here: https://support.omnisend.com/en/articles/3980254-thank-you-note-for-shopify-storesFew readersHow do I Setup Email automation?
Head over to "Send to Customer" section of app. Note: you must have pro or higher plans to use this feature. Click Invoice Click copy Next step, Head over to Shopify setting and under Notifications section. Click on "Customer notifications" (https://storage.crisp.chFew readersHow to setup SMTP to change From Address to store owner email?
Follow steps below: Go to App Dashboard Then Send to customer Then Send via Final Invoice Choose SMTP Setup, Refer screenshot aboveFew readers
Templates
How do I select/change a template for an Invoice/Packaging Slip/Refund?
Go to Templates, select the document type. Your selected template will be shown. Then click Change template. Scroll down and select your template from the list. Click on Use. Make sure you have configured the Email Setup (https://appsfinal.freshdesk.com/sFew readersHow do I customise my Invoice/Packaging slip/Refund?
Go to Templates. Select your document type. and click on Change template Pick the template you want to customize and click on Use Now your current template would be changed. Click on Customize to customize it. (https://storage.crisp.chFew readersHow to correct pincode before or after the address?
Please go to Template option>>Customize >>Billing>>Use Norwegian Format ( tick that option then save)Few readers
Reports
How do I see history of Reports?
Head over to history section of app. Note: report functionality is only available for premium plan usersFew readersHow do I download Reports?
Go to Invoice Reports section in menu Click on New Report Select required details and date range for the report Click on create. The report would be delivered to email(check spam folder as well) Note: Report is only available for Premium plan users. ContactFew readersWhy is my report not created?
Reports is a premium-plan only feature. Subscribe here if you haven't to premium monthly or annual plan. If you face any problem, please reach out to us at email protectedFew readers
Frontend Download button
Add Download Invoice button to Customer's Account page
Step 1: In our app, select Send to Customer Download option on the sidebar: Then Theme Frontend Then: Edit Text button as you wish Preview can be visible there on how linked text would look. Click Copy to copy the code Step 2: In yFew readersInsert Download Invoice link to SMS
If you want to insert a link so customers can download the invoice directly from their SMS, here is the instructions to do so: Step 1: Go to Frontend Download page on our app, and copy the link (not the full code) Step 2: Go back to Shopify, under Setting -Order Confirmation -SMS, add this link, and text before that if you like: Note: SMS Confirmation text cannot be editFew readersAdd Download Invoice button to Shopify's confirmation email
Step 1: In our app, select Frontend Download option : Then: Edit Text button as you wish Preview can be visible there on how linked text would look. Click Copy to copy the code Step 2: In your Shopify admin page, go to Settings ->Few readersAdd Download Invoice button to Shopify's Order Success page
Step 1: In our app, select Frontend Download option : Then: Edit Text button as you wish Preview can be visible there on how linked text would look. Click Copy to copy the code Step 2: In Shopify Admin page, go to Settings -CheckoutsFew readers
FAQs
can i use your app to create a packing slip that show the SKU
Go to Templates. Select your document type. and click on Customise 3. Click on Line items Check the SKU checkbox 5. Here in theFew readersChange from "Zip" code to Postcode or PIN code
Go to Language setup Change Zip field to "Postcode" or text depending upon your country. SaveFew readersHow to add a different currency for your invoice?
In the Preferences tab, edit your currency from default to the format/currency you need. eg: $ amount or amount Dollars Make sure you use space in the above format Save the changesFew readersHow do I print orders directly from Shopify Orders page?
Select the orders you want to print. Click on More Actions From the drop down list, click on Print With Final Invoice Select the type of document(s) Edit the orders in the preview if necessary and click on Print (https://storage.crisp.chat/users/helpdFew readersHow do I add VAT/ GST/ ABN/ TRN numbers to invoice?
You can add them by updating on "preferences"/General Refer screenshot for referenceFew readersHow to add customer note?
Add your notes in the Footer section of Templates. Make sure you select Add Customer Notes option.Few readersWhy am I getting a blank PDF after following our Email automation instructions?
You might be using Shopify's email preview in the usual case, in which case, the PDF link in the email doesn't link to any PDF, since the email doesn't correspond to any actual order in your store. If this is not your case, please contact our support: email protectedFew readersHow to add custom font?
To add custom fonts, go to Templates, select the Fonts tab, click the Upload button. In the modal, add your custom file, write the font name, and click the Upload Font button. 1. 2.Few readers
Company Details (VAT, GST, ABN, etc)
Include your TRN or TIN
If your company is VAT registered in one of the GCC countries where VAT applies (UAE and KSA), you should include your TRN (Tax Registration Number) or TIN (Tax Identification Number) on every invoice you create. To include the TRN/TIN of your company on your invoices: In your PDF Invoice - Order Printer account, go to the Preferences → Store Details. Type in your TRN number in the Registration Number field. Click Save.Few readersInclude your VAT registration number
If your business is VAT registered, you should include the VAT registration number on every invoice you issue. VAT registration numbers are used in all European Union countries but also in South Africa and several countries in Latin America. These are locally known under different names, such as VAT registration number in the UK and South Africa, USt-IdNr. in Germany, n° TVA in France, P.IVA in Italy, NIF in Spain, CVR in Denmark, and RFC or RUC in Latin America. Add your VAT reFew readersInclude your ABN
If your company is GST registered in Australia, you should include your ABN (Australian Business Number) on every invoice you create. To set the ABN of your company: In your PDF Invoice - Order Printer account, go to the Preferences → Store Details. Type in your ABN number in the Registration Number field. Click SaveFew readersInclude your GST number
If your company is GST registered, you should include your GST number on every invoice you create. GST numbers are used in Canada, New Zealand, Malaysia, and Singapore. In Canada, these numbers are usually called GST/HST numbers. Add your GST number To add the GST number of your company: In your PDF Invoice - Order Printer account, go to the Preferences → Store Details. Type in your GST number in the Registration Number field. Click SaveFew readersInclude your GST (Indian Stores)
If your company is based in India and is registered for GSTIN, all invoices that you create should include your GSTIN (Goods and Services Tax Identification Number). To set the GSTIN of your company: In your PDF Invoice - Order Printer account, go to the Preferences → Store Details page. Type in your GSTIN number in the Registration Number field. Click SaveFew readers
Translate Invoice
How do I change language on templates?
Go to Templates. Select the Languages tab. Click Default. There is an option to Add New Language. Click on that. 2.Select None or any of the pre-filled presets, Give the language some internal name, and click Create. Set as default or you could select langFew readersFrench Invoice
To translate your invoices to French, go to Templates, select the Languages tab, and click New Language in the upper right corner. select preset as French and opt for Default option. Then click create button. All the fields would be converted to French! qFew readersSpanish Invoice
To translate your invoices to Spanish, go to Templates, select the Languages tab, and click New Language in the upper right select preset as Spanish and opt for Default option. Then click create button. All the fields would be converted to Spanish! quickFew readersGerman Invoice
To translate your invoices to German, go to Templates, select the Languages tab, and click New Language in the upper right corner. select preset as German and opt for Default option. Then click create button. All the fields would be converted to German! quiFew readersItalian Invoice
To translate your invoices to Italian,go to Templates, select the Languages tab, and click New Language in the upper right corner. select preset as Italian and opt for Default option. Then click create button. All the fields would be converted to Italian!Few readersHow to Print Invoice
Go to Orders>>Draft Orders>Right side below you can see an option to print. to printFew readersHow to attach Invoice
Go to Send to Customer option>>Customize Email>>Invoice>Scroll below and tick the box showing Attach PDF to the email>>saveFew readers
Customers Details (Useful for B2B invoices)
Add your customer's VAT registration number
If your online store sells to business customers in the European Union or South Africa, including your customer's VAT registration number on all invoices you create is essential. PDF Invoice - Order Printer helps you capture VAT registration numbers from your customers and automatically include them on the invoices they receive. Please note that VAT registration numbers go by different names across various countries. While in the UK and South Africa they are called VAT registration numbers, thFew readersStyle the CIN Collecting Form
Our app now allows Shopify merchants to customize the appearance of their CIN (Company/Customer Identification Number) collection form by adding custom CSS. Here's a step-by-step guide to use this feature. Select the theme Theme Settings option. Scroll down to the Custom CSS section and click on it. (https://storage.crisp.chat/users/helpdesk/website/76ad220ee0925c00/b8Few readersAdd your customer's GST number
If your online store sells to business customers in Canada, New Zealand, Malaysia, or Singapore, you will be required to include your customer’s GST (Goods and Services Tax) number on all the invoices that you create. PDF Invoice - Order Printer helps you capture GST numbers from your customers and automatically include them on the invoices they receive. In this article, we will cover how to include the GST registration number using: B2B Customers section(link) Customer notes B2B CuFew readersAdd your customer's TRN
If your online store is based in the Gulf Cooperation Council (GCC) and sells products and/or services to business customers from one of the GCC countries where VAT applies (the United Arab Emirates and Saudi Arabia), it is essential that you include each customer’s TRN (Tax Registration Number) or TIN (Tax Identification Number)on all of their invoices. PDF Invoice - Order Printer allows you to capture TRN from your UAE and KSA customers and automatically include them on your invFew readersHow to Auto Collect Customer CIN
This feature will allow Shopify merchants to collect their customer's CIN (Company/Custmer Identification Number) from their cart page automatically. This feature will make it easier for merchants to gather important customer information and streamline their invoicing process. Here's a step-by-step guide to enable this feature. Log in to your Shopify admin account and navigate to the Online Store. Choose the theme that you want to customize, and then click the Customize button. LoFew readers
Store preferences
How do I add my store logo to my Invoices/Packaging Slips/Refunds?
Go to Preferencesin the left hand side of our app. Here you can upload your logo and remove it when required. All the changes you add to preferences will be reflected in your Invoices/Packaging Slips/Refunds created from then on.Few readersTax overide setting while selling in EU or different countries
If you are store owner that's selling in any country in Europe (example: German invoice has tax named Mswt), the invoice generated default by Shopify might not show Mswt split, which's mandatory to be shown alongside Total. This is possible with Tax override option on F : PDF Invoice - Order Printer App In this tutorial, we will show you how to configure it correctly Preferences -General -Tax Override (https://storage.crisp.chat/users/helpdesk/website/39d44b02f657e200/a1b3f85d-8f43Few readersHow do I set add/edit my store details?
Go to Preferences, where you can add or edit your store details. This includes your company logo, social network profiles, contact info and so on. All the changes you save will automatically be reflected for the documents printed then on.Few readers
VAT GST Shopify - How to add VAT number on Shopify
If your business is VAT registered, you should include the VAT registration number on every invoice you issue. VAT registration numbers are used in all European Union countries but also in South Africa and several countries in Latin America. These are locally known under different names, such as VAT registration number in the UK and South Africa, USt-IdNr. in Germany, n° TVA in France, P.IVA in Italy, NIF in Spain, CVR in Denmark, and RFC or RUC in Latin America. Add your VATFew readersMeta-fields
In your Shopify admin page, Go to Settings → Custom data → Select an option (Products, Orders, etc) to configure the Meta-fields. Here is an example of product meta-field: List of meta-field definitions in product. Details of a product meta-field defiFew readersAdd your customer's GSTIN (Indian Stores)
If your company sells to business customers in India, you will need to include each customer’s GSTIN (Goods and Services Tax Identification Number) on their invoices. PDF Invoice - Order Printer allows you to capture your customers' GSTINs and automatically include them on your invoices. In this article, we will cover how to include the GSTIN registration number using: B2B Customers section(link) Customer notes B2B Customers section (https://storage.crisp.chat/users/helpdeFew readersUAE Tax Shopify - How to add TRN/TIN on Shopify UAE or KSA
If your company is VAT registered in one of the GCC countries where VAT applies (UAE and KSA), you should include your TRN (Tax Registration Number) or TIN (Tax Identification Number) on every invoice you create. To include the TRN/TIN of your company on your invoices: In your PDF Invoice - Order Printer account, go to the Preferences → Store Details. Type in your TRN number in the Registration Number field. Click Save.Few readersAustralia ABN Shopify - How to add ABN on Shopify Australia
If your company is GST registered in Australia, you should include your ABN (Australian Business Number) on every invoice you create. To set the ABN of your company: In your PDF Invoice - Order Printer account, go to the Preferences → Store Details. Type in your ABN number in the Registration Number field. Click SaveFew readersHow to send emails to customers ?
1. Go to the "Send to Customers" Page: Navigate to the "Send to Customers" page in our app. 2. Copy the Snippet: 3. Go to Your Online Store: In the Shopify Admin Dashboard, navigate to "Online Store." 4. Select Themes: Click on Three dots. 5. Edit Code: Click the three dots next to your active theme and select "Edit Code." (https://storage.criFew readersAdd logo to invoice - Final Invoice
Go to Preferencesin the left hand side of our app. Here you can upload your logo and remove it when required. All the changes you add to preferences will be reflected in your Invoices/Packaging Slips/Refunds created from then on.Few readersAdd your customer's ABN
If your online store sells to business customers in Australia, it is essential that you include the ABN (Australian Business Number) of your customers on their invoices. With PDF Invoice - Order Printer, you can capture ABNs from your customers and automatically include them on your invoices. In this article, we will cover how to include the ABN registration number using: B2B Customers section(link) Customer notes B2B Customers section (https://storage.crisp.chat/users/helFew readersPrint Orders - Final Invoice
Select Orders from left menu Pick the orders you want to print and click on Print. Select the type of documents and click on Print.Few readersCustomise Invoice - Final Invoice
Go to Templates. Select your document type. and click on Change template Pick the template you want to customize and click on Use. Now your current template would be changed. Click on Customize to customize it. (https://storage.crisFew readersEdit store details - Final Invoice
Go to Preferences, where you can add or edit your store details. This includes your company logo, social network profiles, contact info and so on. All the changes you save will automatically be reflected for the documents printed then on.Few readersIndia GST Shopify - How to add GST on Shopify India
If your company is based in India and is registered for GSTIN, all invoices that you create should include your GSTIN (Goods and Services Tax Identification Number). To set the GSTIN of your company: In your PDF Invoice - Order Printer account, go to the Preferences → Store Details page. Type in your GSTIN number in the Registration Number field. Click SaveFew readersCanada GST Shopify - How to add GST on Shopify Canada
If your online store sells to business customers in Canada, New Zealand, Malaysia, or Singapore, you will be required to include your customer’s GST (Goods and Services Tax) number on all the invoices that you create. PDF Invoice - Order Printer helps you capture GST numbers from your customers and automatically include them on the invoices they receive. In this article, we will cover how to include the GST registration number using: B2B Customers section(link) Customer notes B2B CuFew readers