Maximize Efficiency with the Shopify Free Invoice Generator for Planning

Shopify free invoice generator for Planning

hey guys Stuart here welcome along to this brief Shopify tutorial today I'm going to share how you can simply set up and automate invoices sent to your customers inside Shopify for free this is by using a free app that we use on all our Shopify stores called order Print Pro okay so just quickly before you go ahead and launch into Shopify consider subscribing if you haven't done so already or if you're new to this Channel and that way you'll stay updated with actionable videos and tutorials designed to equip you with the skills knowledge and tools to help your small business Thrive online and with that know out the way let's go ahead and automate the process of sending invoices to your Shopify customers okay so to automate the process of creating invoices and sending those to your customers simply navigate over to apps once you've arrived inside your Shopify store once you click here simply navigate up to the search bar and type in order Print Pro then come down and click on search order Print Pro in Shopify app store then navigate down and locate order print Pro invoice app you can see that this app is built for Shopify has high ratings and has a free plan available go ahead and click on this app then click on then all we need to do is click on start free trial now you do get access to a completely free plan for up to 50 orders per month after that it's $10 per month for more than 50 orders if you exceed 50 orders per month you'll have access to a 14-day free trial so again this is a completely free app if you have less than 50 orders per month and it's only $10 a month if you have more than 50 orders per month okay so go ahead and click on approve then what we want to do is navigate over to manage templates here's the invoice template what we can do is navigate over to edit template and you can come down and make custom changes to this invoice so this is what your template looks like however you can make custom changes to the code Unfortunately they do not offer a visual drag and drop Builder you do need to play around with code so I'm actually going to leave my invoice as it is I'm happy with this template then what we're going to do is navigate over to automated PDFs again we're going to use this receipt invoice then click on set up pdf link here you can choose the PDF paper size I'm happy with letter and then down here you can choose where you want to add this PDF link if you click on the drop down you can choose any of these options now it's best to put it on the order confirmation email if we navigate down here you can also choose to change the text for the PDF link I'm going to change this to download PDF go digital now invoice now if we navigate down here you can see an example of the confirmation email and the link that your customers will see okay so once you're happy with that information go ahead and click on Next Step then here what we need to do is go ahead and copy this code and we need to add it to the order confirmation email that way when a customer purchases a product from our store they will receive this order confirmation email with the link to the invoice that they can download so to do that simply navigate over to settings then locate notifications here we want to select customer notifications and then click on order confirmation and this is the email that we want to customize we want to add a link so that customers can click on that link and download the personalized invoice here we want to click on edit code and then navigate down and what we want to do is locate this over here so you want to locate this end if and then end capture and in between these we want to add a space and then paste in that code so remember you want to locate end if and then end capture and you should see this code under here as well and remember you just want to add that code in here between IND if and end capture now once you've made those changes you can simply go ahead and click on preview and make sure that that link appears in here download PDF go digital now invoice you can also come down and send a test email just to confirm okay once you've done that navigate up to save and then close and just like that you've automated invoices being sent to your customers now what you can also do is navigate over to orders and you can click on an order then you can click on these three dots here and we can come down and click on print with auto Print Pro and you can navigate up to export as a PDF or you can print this invoice now let's navigate back over to apps and then click on autoprint Pro and again you can access all the different invoices that are automatically generated for each of these orders however that is everything that I wanted to cover in this brief Shopify tutorial showing you how you can automate invoices being sent to your customers and there we have it guys that is it for this brief Shopify tutorial now if you have any questions about this process of setting up and automating invoices make sure to pop them down below and with that said thank you so much for watching this video all the way through to the end if you got value make sure you leave a like And subscribe and that way I'll see you in the next video take care everyone man