Generate Invoices in Shopify
Generate Invoices in Shopify
Table of Contents:
- Installing the Shopify Order Printer app 2.1. Searching for and installing the app 2.2. Exploring the default templates
- Adding the invoice template to the site 3.1. Creating a new template 3.2. Obtaining the code for the template 3.3. Adding the code to Shopify 3.4. Customizing the template
- Creating a receipt version of the template 4.1. Duplicating the invoice template 4.2. Modifying the template for receipts
- Printing and saving the documents 5.1. Selecting orders to print 5.2. Choosing and printing the templates 5.3. Saving the documents as PDF files
How to Generate Invoices in Shopify: A Step-by-Step Guide
Are you a Shopify user looking to add the ability to generate invoices for your customers? In this article, we will guide you through the process of installing the Shopify Order Printer app and customizing the invoice template to suit your branding. Whether you want to create an invoice or a receipt, we've got you covered. So let's dive in and get started!
As an online business owner, it's essential to provide your customers with professional-looking invoices. By adding the Shopify Order Printer app to your Shopify store, you can easily generate invoices and receipts. Additionally, we'll show you how to customize the template using your company branding, ensuring brand consistency in all customer communications.
2. Installing the Shopify Order Printer app
2.1. Searching for and installing the app
2.2. Exploring the default templates
Once the app is installed, you will be able to see a list of orders within the Shopify admin area. Click on an order to view the document templates provided by the app. By default, you will find an invoice and a packing slip template. While these templates are basic, they serve as a starting point for customizing your own.
3. Adding the invoice template to the site
3.1. Creating a new template
To add your own invoice template, click on "Manage templates" within the Order Printer app. Add a new template by clicking on the "Add template" button. Provide a name for the template, such as "Artisan IT Invoice."
3.2. Obtaining the code for the template
You should have received an email with the code template file when you purchased the invoice template. Open the email and click on the link to download the code template file from the artisan-it.com website. Save the file on your computer.
3.3. Adding the code to Shopify
To add the code to Shopify, open the file you downloaded and copy all the code beneath the dashed line. Go back to Shopify and paste the code onto line one within the template's code section.
3.4. Customizing the template
Now it's time to customize the invoice template to reflect your branding. Update the settings within the code to adjust the margin, add your company logo, set the horizontal line color, and modify the footer text. Preview the template as you make the changes to ensure it meets your requirements.
4. Creating a receipt version of the template
If you also want to generate receipts using the same template, it's a straightforward process. Duplicate the invoice template within the Order Printer app and rename it as "Artisan IT Receipt." Update the title within the code to reflect the change from "Invoice" to "Receipt."
5. Printing and saving the documents
5.1. Selecting orders to print
To print the invoice or receipt for specific orders, navigate to the "Orders" section within the Shopify admin area. Select the desired orders and click on the three dots at the bottom of the screen. Choose the "Print with Order Printer" option.
5.2. Choosing and printing the templates
If you haven't set any templates as defaults, select the appropriate templates for printing within the "Template" section. For example, choose "Artisan IT Invoice" for invoices and "Artisan IT Receipt" for receipts. Click "Print" to generate the printouts for the selected orders.
5.3. Saving the documents as PDF files
If you want to save the documents as PDF files and attach them to customer emails, select the "Save to PDF" option. Choose the destination on your computer to save the PDF files.
Congratulations! You have successfully added the ability to generate invoices and receipts in Shopify. By installing the Shopify Order Printer app and customizing the templates, you can now provide professional-looking documents to your customers. Remember to review and update the templates as needed to maintain brand consistency. If you found this guide helpful, don't forget to subscribe to our channel for more valuable content.
- Install the Shopify Order Printer app to generate invoices and receipts.
- Customize the templates to reflect your company branding.
- Easily print and save documents for selected orders.
- Maintain brand consistency in customer communications.
Q: Can I customize the templates further? A: Yes, you can modify the code to suit your specific needs. However, ensure that you only change values within the speech marks to preserve the template's functionality.
Q: Can I use the same template for both invoices and receipts? A: Absolutely! The instructions within this guide will show you how to create a receipt version of the invoice template.
Q: Can I set default templates for printing? A: Yes, you can choose default templates within the Order Printer app. This ensures that the desired template is automatically selected when printing.
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