Sending an invoice for your goods is an essential part of managing your online store and keeping sales records. When you create a draft order for your client, you can send them an invoice via email. This invoice contains all the payment details your customer needs to have to pay for the products and complete the purchase.
However, sometimes you need to print invoices, mainly if you ship your products to large retailers. This article will guide you through printing invoices for your Shopify customers.
There are multiple ways to print invoices from Shopify. You can print from Shopify POS or use the Shopify admin page. In both cases, you’ll be using the Order Printer app. Below are the steps you need to follow in both examples.
If you opt for printing from Shopify POS, here’s what to do:
If you want to skip manual settings each time you need to print an invoice, you can create a template to use as your default invoice. Here’s how:
Remember that you can also save the invoice as a PDF file to keep on your computer or mobile device.
Here’s how to print an invoice from your admin panel:
Using the Order Printer within Shopify is free. However, there are several other apps compatible with Shopify that let you print invoices. They usually contain more bookkeeping features and are typically not free. However, if you have one of these apps, you can use them to customize and print your Shopify invoices. Some of them have a free trial, so you can make sure they suit you before you pay the subscription.
Some of these apps are:
Some of the apps we mentioned in the previous section also let you to create and customize invoices. There are ways to do this within the Shopify app, too.
Shopify offers you a simple, free tool to create invoices in no time at all. Open this link on your device, enter your company’s details, and that’s it. You’ll get a professional-looking invoice with your company’s logo on it, with all the necessary info to complete the order and charge for your products.
To complete the invoice, you need to follow these steps:
You can also add a memo if necessary, and see the subtotal below, including the taxes. You can download the invoice, print it, or send it as an email. Note that these invoices, despite their professional look, need to be checked by a tax advisor before you use them as official documentation.
When you send your customer an email invoice, they’ll be able to proceed to the checkout page by following the link included in the email. This link allows them to make a payment and complete the purchase. Here’s how to send it:
This process is almost the same when you’re using a mobile device. After you open Orders within the Shopify app, select Draft orders, and choose the desired option. Under Invoice, find Email invoice and follow the previously described steps to send it.
Invoices and packing slips are necessary for shipping your products to your customers. While a packing slip contains product info, the invoice you create has all the payment info, as well as delivery details. Your customers will use the invoice to make payments to your store. This article showed you how to print these documents, as well as send them via email if necessary.
How do you create invoices? And how will you print them? Let us know in the comments section below.