Email Setup
How to Auto-Email Drafts when a draft is created?
Head over to " Email Automation" 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 something like this : ![](https://storage.crisp.chat/users/helpdesk/website/-/b/6/0/9/b609bbf141d4c800Some readersHow can I add CC/BCC to the automated invoice?
Step 1: Navigate to the "Email Automation" Screen Open our F: PDF Invoice ‑ Order Printer app and go to the "Email Automation" section. (Refer to the screenshot below to locate the Email Automation section in the app.) Step 2: Open the "Customize Email" Section Click on the "Customize Email" button, as shown in the screenshot. This will allow you to modifyFew readersHow to stop email automation
Open the F: PDF Invoice ‑ Order Printer app. Go to the Email Automation Page. click on "Send Via App" Uncheck the 'Send email from Final Invoice' checkbox. . Select the document type you want to send, such as Invoice, Packing Slip, Customize Email. **** Choose how you want to send the email: Send via Shopify: Use ShoFew readersHow do I send invoices from my own domain?
Open the** F: PDF Invoice** app Head over to "Email Automation" section of app **Click **on Send via App check the Send email from Final Invoice checkbox check the Use custom SMTP server checkbox Provide the SMTP details: SMTP Server: Port: Username: Password: click on verify save ![](https://stFew readersHow do I add an invoice link to an order confirmation email?
Open the app and go to the Email Automation page Choose the Invoice Click on the "Copy this snippet" button Click on the "Edit template code" button Few readersHow to add/remove Paid or Unpaid watermark
Navigate to the Template section of the app and click on Customize. Locate the section for Paid or Unpaid. Tick the checkbox for Water mark and save template. Paid.! ![](https://storage.crisp.chat/users/helpdesk/website/-/b/6/0/9/b609bbf141Few readersHow 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 show Total/Subtotal Tax options in the Invoice?
Navigate to the Template section of the app and click on Customize. Locate the section for Total. Tick the box for Subtotal/Subtotal before tax/ Total exclude tax accordingly and save template. ![](https://storage.crisp.chat/users/helpdesk/website/Few readersHow to show Discount for products?
Navigate to the Template section of the app and click on Customize. Locate the section for Line items. Tick the checkbox for Discount and save template. ![](https://storage.crisp.chat/users/helpdesk/website/-/b/6/0/9/b609bbf141d4c800/untitled-design-Few readersHow to show the customer VAT or CIN number on the invoice
In the F: PDF Invoice app, go to the Template section and click Customize Click on Customers There you will see a CIN number checkbox, check it and save the template You can see the preview of the invoice liveFew readers
Reports
How to download invoices in bulk?
Navigate to the "Invoice & Reports" section from the main menu. In the "Invoice & Reports" section, locate and click on the "Bulk Download-Zip" option. Here, you will see a list of previously generated zip files or download history 3. Click on the **"New RSome readersHow do I see history of Reports?
Navigate to the Invoice ** Report section **> Note: report functionality is only available for premium plan usersFew readersHow do I download Reports?
Go to ** Invoice Reports** section in menu You have three ways to get invoice reports Invoice Reports - CSV Bulk Download - ZIP Invoice Button The report would be delivered to email(check spam folder as well) Note: Report isFew readers
FAQs
Change from "Zip" code to Postcode or PIN code in Invoice
Navigate to the "Template" Screen Open the F: PDF Invoice - Order Printer app and go to the "Template" section. (Refer to the screenshot below to locate the "Template" section in the app.) Open the **"Language"**Section Click on the "Language" button, as shown in the screenshot. This will open the Modify Language screen.  Edit the orders in the preview if necessary and click on Print 
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.Some 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 SaveSome 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 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 readers
POS (Point of Sale)
Print through the Shopify POS and Shopify Mobile apps
if you have PDF Invoice - Order Printer installed on your store, you can click "More Actions" and find our app listed there. For ease of use, add as tile. Happy invoice printing with your POS on offline storesFew readersHow to add Customer POS in the Invoice
Open the app and navigate to the Template section. Click on Customize, a new window will appear. In the new window, locate the Customer section. Check the box labelled SHOW CUSTOMER. Once selected, the POS option will be addeFew readers
Translate Invoice
Spanish 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! quickSome 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! qSome 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! quiSome readersHow 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 readersHow to attach Invoice
Go to the Email automation option >> **Customize Email **>> Invoice >> Scroll below and tick the box showing Attach PDF to the email>>saveFew readersHow do I change the invoice to another language?
Navigate to the "Template" Screen Open the F: PDF Invoice - Order Printer app and go to the "Template" section. (Refer to the screenshot below to locate the "Template" section in the app.) 2. Open the **"Language"**Section Click on the "Language" button, as shown in the screenshot. This will open the Modify Language screen. 
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, thSome 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 invSome 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. Navigate to **Themes **under the ** Online Store ** Open Customize Select the theme Theme Settings option.  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
Store preferences
Tax 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 . 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 SavePopularAustralia 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 SavePopularVAT 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 VATPopularAdd 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  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 CuSome 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.  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-Few 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 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 readers