How to Get Shopify Invoice and What Are the Examples?

Every online seller has a lot of daily tasks, such as fulfilling orders, sending invoices, payments or purchase orders. Shopify invoice is a document that has all the necessary transaction details. 

When doing business online, it is common that a customer asks for invoices, especially when they are business customers. If you want to avoid printing the details of each order and saving them as a PDF, there are software solutions which can automatically generate your invoices.

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What Is an Invoice and Why is it Important When Doing Online Business?

Let’s check these explanations below!

What Is an Invoice? 

An invoice is a document, sent by the seller to the customer, that requests payment for products or services. Similar to a bill, it lists what goods or services were provided, how much they cost and which forms of payment the seller accepts. 

Invoices are typically issued to a customer after they have received their goods or services, but before payment has been received. 

For this reason, they’re especially common among companies that sell in large quantities, such as manufacturers or wholesalers, and among freelance workers that provide services rather than goods, such as writers or graphic designers. However, any business, regardless of what they sell, can make use of invoices when they need to bill customers after the sale.

Related: How to Put Item On Sale On Shopify in Very Easy Steps?

Why Is an Invoice Important for Online Business?

How to send invoice to customer Shopify? An invoice is used for creating a sales agreement between a business and a client. For small businesses, invoices are used to get paid on time for the services they provide, by giving clients a document that outlines the amount owed, the payment terms, the invoice due date and an itemized listing of the services rendered.

Businesses need to create invoices to ensure they get paid by their clients. Invoices serve as legally enforceable agreements between a business and its clients, as they provide documentation of services rendered and payment owed.

Invoices also help businesses track their sales and manage their finances. Invoices provide valuable data regarding how your sales change over time and can help you create accurate business forecasts. Invoices can also help you determine the average amount of time it takes you to receive payment from your clients, which can help you manage your cash flow.

Does Shopify Automatically Create Invoices?

Basically, Shopify itself does not have an implemented feature for sending invoices. All they can offer is integration with other invoicing and billing invoice softwares. 

Wondering about Shopify invoice fee? Okay, so, when you create your Shopify store, you will have to find a way to generate invoices. In order to do that you have several options. One of them is free and others come with additional charges but offer you more features.

How Do I Get an Invoice From Shopify?

First of all, there is a tool that can generate Shopify invoices for free. This invoice generator is available for both commercial and personal use. Keep in mind that this tool is only for your invoices, it doesn’t help you with billing.

You could also choose a third-party software, which also offers automated shipments, tracking numbers and multiple sales channels. 

Multiorders allows you to send Shopify invoice app, payments and purchase orders with just a few clicks. It also has integrations with all of the most popular shipping carriers, so you can ship your orders with any of them. Simply, choose your carrier and your order will be automatically updated with status and tracking info. 

If you are selling not only on Shopify, Multiorders allows you to connect different sales channels into a single dashboard.  

How to Edit the Invoice Template?

Here some steps how to edit the Shopify invoice template:

• From your Shopify admin, go to Settings then go to Notifications.
• In the Orders section, click Draft order Shopify invoice API.
• Replace the code in the Email body (HTML) section with your customized template. Learn more about editing email invoice Shopify templates.
• Click Save.

What are the Examples of Shopify Invoices?

The option is to add an app to your store that you can use to Shopify print invoice. You may already be using or be planning to use software that can help you with this process:

Order Printer App (Free)

With this Shopify free invoice app from Shopify, you can easily print out invoices or packing slips for either a single order or a selection of orders. You can customize completely both the design and the language used in the invoices. 

It’s a good basic app however there are limitations. Shopify invoice template code is pretty ugly that you require HTML skills to improve them and customers cannot access these invoices.

Order Printer Templates App

With this app, you can purchase professionally designed templates to use with the Order Printer app. There are templates for invoices, packing slips, returns forms and gift receipts. 

You can easily incorporate your logo; customize colors and fonts, translate text and formats, integrate address labels on your invoice and all this with no HTML involved. You can also install the app, customize your template before committing to purchasing the template. 

All in all an excellent option. The first template you buy costs $29 and then any others you buy will be at half price.

Sufio Automatic Invoices App

With this app, customers are automatically emailed their invoices, and you can also print out invoices for a single order or a selection of orders. With some changes to your theme, the invoices can also be made accessible from the customer account in your store. 

The invoices are available in 20 languages and compliant with laws in more than 50 countries. You can incorporate your logo. Although there is currently only one invoice template that cannot be customized, a choice of beautiful customizable templates are on the way in the next few months. 

How to Preview an Invoice?

Preview your finished invoice before you send it to your client to make sure all the information is correct.

When you preview your invoice, you are previewing the PDF copy that will be sent to your customer as a Shopify billing email attachment. 

The following steps walk you through how to preview an invoice, the steps below are similar for all of your document types:

IOS and Android

Here some steps if with IOS or Android:

• Tap Invoices.
• Select the invoice you would like to preview.
• From the preview and manage screen, tap the image of the invoice to view a full screen preview of your invoice. The full screen mode lets you pinch and zoom to take a closer look at the invoice.
• Tap Close to return to the preview & manage or invoice creation screen.

Web

Here some steps if with web:

• From the navigation menu, click on Invoices.
• Select the invoice you would like to preview.
• Click on the Preview tab at the top to view your invoice. 
• Click to toggle on View as PDF to view your invoice in PDF format.

Conclusion

Invoices and packing slips will always be necessary. Not just that, but they’ll also always go hand in hand and complement each other.

While a packing slip contains the actual product information for customers, the invoice contains the important order details, like the payment information, delivery, details and more that the customers will need to be able to make the order payment to your store. It’s like the printed version of the order confirmation page.

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