Shopify Invoicing for Customer Service Made Easy

Shopify invoicing for Customer Service

are you looking to create and send invoices from right from inside of your shopify store if so you have come to the right video so guys this is a feature that i often use for live selling like sometimes i do comment sold sales and things like that and i have to send out invoices to customers or anything else that you may need it for let's just say a customer needs assistance over the phone with processing their order and you need to do it for them and send them an invoice this comes in handy when you need to do stuff like this so this is just going to be a quick tutorial teaching you just how to do it it's going to be really fast in and out [Music] to help you guys with this so all you have to do is go under your orders tab and i like to start out right inside of my dress tab and um on the back side of my shopify store um so that i can send them quickly on one person to another so over here is where you are going to find or create your customer i'm not going to do too much in here because a lot of my customer information is in here basically you're just going to click here and you're going to search for your customer's name if you already have the customer in here if they've shot before shopify will just populate all their information if this is a brand new customer it will give you the option to add their information um here you can put any notes about the order so that when you're filling it you don't forget anything specific that they want on this side is where you are going to search your product catalog so if i wanted like something in here in my store like let's say a cloth journal let's just say i wanted to add that in i can add that in and i can add anything else in my store by searching for the products i can also add custom items into my store let's just say i have exclusive items available only on live i can say um live exclusive notepads or something like that here or let's just say that it's something free and you don't want to forget to give it to them so you just want to type it in i'm just going to do that you're going to assign like the price and then you're going to say done and you're going to put whether or not the item requires shipping or not and then you're just going to put it in and of course if you have a weight with that particular item you can put that in as well another feature that i love about this is that you can reserve the items we all know that sometimes when people shop live they don't always come and follow through with their purchase so what i do is i typically give people like the day to pay and if they don't pay um i'll reserve the items until the next day so what i do is like today's the 8th of november i'm just going to reserve these items until tomorrow at 11 pm once that time hits if the customer hasn't paid all the items will go back into my inventory and i won't have to do any extra work so down the bottom this is where you can add the discount in this case um you can do amount or percentage i'm going to add 40 off of this particular sale that i'm doing now and you can put the reason for it so that your customers can see so so i'll say vip um shopping event and you know i'm just putting in it they're also going to get the free bundle gift or what have you here is where you can add in the shipping so you can either select you know one of your custom you know you can put a custom rating or any other rates that you have in here you can select those rates for your shoppers from here everything is pretty much done all you have to do is if you want the payment to be due later you can mark it here you can do do on receipt if you want to just say okay as soon as this payment is received um it's going to be due on receipt so you can definitely do that you'll be able to send that voice and collect payment from the order page you can do that i typically don't select that i just send the invoice so that people can pay it and then i save here and what happens is it comes right under my drafts and then as people pay i believe it becomes orders so let me know guys um if there's any questions about this feature or if you ever use it or if you plan to use it down in the comments definitely don't forget to let me know if this video has helped you guys out so be blessed and thank you so much for watching this video [Music]