After the installation of Simple Invoice, you should see the Quick Setup Wizard where you can edit your basic company information and upload your logo but if you would like to make further changes and understand the basic invoicing workflow, you can follow this Quick Setup Guide. This guide is designed to provide you all the necessary information about basic setup and usage.
Step 1: Click to the “Apps” section of your Shopify store and click on Simple Invoice.
Step 2: Simple Invoice will automatically redirect you to the orders page.
Step 3: Click on the “Dashboard” from the upper left corner.
Step 4: Now you should see the dashboard of Simple Invoice. Click on the “Customize Templates” section.
Step 5: You can make all necessary changes here on this page and save it from the upper right corner. All visible text fields are inline editable. You can click and change any text you see.
On the “Customize Templates” page, you can edit the template for the document types below.
- Invoice Template
- Draft Order Template
- Packing Slip Template
- Credit Note Template
- Return Form Template
- Quote Template
You can change the document type from the left menu and make changes. After making changes, you need to save the document type you have selected before changing the document type again.
When you finalize the customization step, now you can print or download invoices from;
“Orders” page of your Shopify store or “Orders” page of your Simple Invoice account.
A highly detailed tutorial about sending invoices can be reached from there: How to send invoices?
Printing or downloading invoices from the “Orders” page of your Shopify store
Step 1: Log in to your Shopify store and click on the “Orders” section from the left menu.
Step 2: Select one or more orders at the same time and click on the “More Actions” button and click on print or download.
Important information about bulk printing or downloading invoices
Under normal conditions, you can process up to 50 invoices without any issue but if you add additional data, it may take too long to process or it may not print the information as you expected at all. The most common solution for that issue is to hide the product images. It may speed up the whole process at once. After turning off product pictures, if you are still having issues in the batch document processing, you may try to turn off product variants or additional product details like product properties from the “Customize Templates” section. The 50 order limit is something that Shopify controls, and apps, unfortunately, cannot change that limit.
Step 3: It is also possible to print or download invoices from the order details page of your Shopify store.
Printing or downloading invoices from “Orders” page of your Simple Invoice account
Step 1: Click to the “Apps” section of your Shopify store and click on Simple Invoice. Simple Invoice will automatically redirect you to the orders page.
Step 2: Select one or more orders at the same time and click on “Print” button and select the document type you would like to process.
Step 3: You can also print or download documents from the order details page of Simple Invoice. Order details page of Simple Invoice can be handy if you are looking to apply some small temporary changes on your orders/documents.
* You can remove products. Just hover the item with your cursor and click on the round delete icon.
* All text fields are inline editable. You can make any text or number change you need.
* You can make visual changes.
Simple Invoice is not capable of making permanent changes to your orders. Because of this reason, it is not possible to send the final state of your orders as an invoice email. You can just print or download it after making changes.