Streamline Your Shopify Order Invoice for Customer Support

Shopify order invoice for Customer Support

Hey guys, today I'd like to run you through our Shopify draft order invoice app to give you a better idea how you can use it to close more sales. So basically it makes sense that if you're running your business making the majority of your sales online through Shopify, that if a customer needs a manual invoice, that you'd like to be able to do that through Shopify. You know, you have your main website, they should be able to go in and pay on your main website. That said, the capabilities of Shopify are kind of weak in this area, especially if you're not on Plus. The customer can't pay login and view their open invoices on their account page. They only get a single email that they probably miss. And you can't see if they view the invoice, you can't send reminders, all that. And so these are pretty essential things to make sure that you get deals closed and paid. I know I run an agency and the majority of the time our clients don't pay us the moment they get sent an invoice. You know, it almost always occurs a day or two later, they'll either go to our site and be like, oh yeah, I have that invoice, I'll log in and pay it. Or you know, if they're kind of lagging on things, they're backed up. Sometimes it takes a reminder email or two to kick them into gear and be like, I need to pay this. Whoops. But it's rarely ever the first time. And so that's kind of the issue that we're trying to fill with the Shopify app, so you can get paid, sooner, more frequently, close those deals. this is the app, it's in the Shopify app store here, it's pretty straight to the point, it's very focused on what it does. So once you add the app, you'll get taken to, a page that looks like this. It'll show how many draft orders you have when you initially it, and it may take a bit to sync all of your historical draft orders, but anything that you that gets created, updated, deleted, that gets updated immediately and automatically. One of my favorite features that I definitely recommend turning on is email reminders. These really kick people into gear to paying it. It's rarely the first time that someone gets an invoice that they're they pay you that exact moment, that exact day. So it's good to have these and one of our, you know, feature releases going out here very soon is just more flexibility here. How many emails get sent out, the frequency between the emails, that sort of thing. In terms of installation here, it's pretty simple. You just go into your app embeds, you turn this on, and then you go to your customer account page, and you know, you'll have to log in here, and then you just add the app block here. So, you know, you could hide this or delete it, add the app block, you do app block, account page, draft table, save that, boom. you can customize all the appearance things here, you know, colors, that sort of thing, and, you know, when someone says log in, logs into the site, see this, you know, hopefully it blends in a bit more, but they just click pay, they'll be able to pay right here. So it's pretty simple, uh, that's the gist of the app, if you have any suggestions, would love to hear it, if you're a Shopify partner, we do have an lifetime affiliate program, if you feel like it would help one of your clients out. let me know what you think, hopefully this is helpful for you.