Effortlessly Manage Your Shopify Order Invoice for Operations

Shopify order invoice for Operations

how to set up automated invoices in Shopify hello everyone in this video I will show you how you can simply set up automated invoices sent to your customers inside your Shopify for free and they will cover everything you need from selecting the right application to customize your invoices to configuring your settings for seamless automation so make sure to finish this video Until the End then you will be able to set up automated invoices in Shopify even you are a beginner so please hit like And subscribe for more Shopify videos and tutorials then Guys open Shopify dashboard then scroll to the bottom and hit on settings then go directly to apps and says Channel section then guys you need to download the application then hit on Shopify app store then guys I will show you the easiest application on Shopify to invoice and set up automated invoices in your account then in the search bar top order printer then hit on order printer then guys it's give you a bunch of different application using invoices but I prefer to use the first one order printer Pro uh invoice app then guys this application it's easy to use even you are a beginner and also it give you a free plan available over than 50 order per month then guys hit on then wait a few second to this application on your Shopify store then again hit on as you see guys this is your dashboard application on Shopify then before starting just hit on get start on the top then you need to select the free trial on your application then we will show you how you can easily use the free trial on your application then guys before starting as you see guys you need to uh select the free plane up to 50 order per month then you will be charged based on how how you how you use this application to a maximum of $10 then guys if your dis approve button not appear on your Shopify make sure to go back and you need to buy a plan because if you are not selecting or buying a plan on Shopify then you not be able to uh hit on this approve Button as you see guys this is a free trial uh a free trial Shopify account then if you select and hit on start free trial then automatically you will not be able to hit on approve button then wait a few second as you see guys the approve button will not appear and you are not be able to hit on approve button because this is only the free trial account then go back and you need to go back and uh pick a order or buy a plan only $1 or you can just go to description then you will find the link you can easily buy a plan only $1 for three month then hit on plan section then you can easily buy a plan then after buying a plan go back and you need to then you will be able to hit on approve section or approve button then hit on approve as you see guys now your application was created successfully and see and uh installed on your Shopify then guys go back and hit on manage temp then first you need to select your template and edit your template for example we need to invoice template as you see guys there rece receed and invoice template then hit on edit template then if you want to change make changes on your template then guys hit on preview as you see guys this is your template looks like on your Shopify product then guys if you want to make some changes or if you want to add some code I prefer to let the uh invoices template as she is then guys hit on then if you want to change something just hit on code and you can easily edit your template then guys go back after selecting your template then hit on Save then go back to automated PDF section then hit on automated PDF then guys you need to select the template then you need to for example if you want to uh select uh picking SL and R return then we we want just automated invoices then hit on receit invoices then set up pdf link then guys you need to add the PDF link to your invoices section or invoices uh receip it on on your Shopify then guys first hit on PDF paper size make it later then go scroll to the bottom and hit on where you want to add this PDF order confirmation Emil you can select shipping email or draft order or order invoices email then hit on order confirmation then and the text for the PDF you want if you want to let download PDF receive it or if you can add edit it or add something for example uh download official receip as a PDF then after finishing editing for example like this then if you want to add something for example uh example download the PDF receip it or hit on on next next step then guys hit on next then guys first the step number one select and copy all of uh all of the below code then hit on click to copy then automatically the code was copied then go back and hit on settings then go directly to uh notifications section then scroll to customer notifications then hit on on order confirmation then guys first guys this is your order confirmation then hit on edit code then guys scroll to uh 52 I think line 52 then after end F then hit and select end F then hit on enter then you need to make a space between in F and uh in your capture then hit on and make a space between in F and under capture then hit and paste the code then after p in the code then hit on Save on the bottom sorry on the top or sorry because hit then guys after pasting the code then after then after pasting the code then hit on review on the top to see your uh link as you see guys download PDF reip it like this then if you want to send a test email or just hit on close then after selecting or adding the code then hit on Save on the top now guys your uh PDF automated PDF was added successfully then go back as you see guys this is the easy method to set up automated invoices in Shopify for example just the first one you need to select the template then also in the picking slip return every template then go back and open automated PDF then you need to add or create your automated PDF then hit on go back and hit on settings then you need to add the code to your uh notification section on Shopify as you see guys this is the easy method without using any application or any paid version application thank you so much for watching see you in the next video