This guide walks you through the first steps in Simple Invoice: design your document templates, then print, download or send documents for your orders.
Steps
- In your Shopify admin, go to Apps > Simple Invoice. The Home page shows how many documents you printed, downloaded, sent and uploaded this month.
- Click Templates.
- In Document Type at the top left, choose the document you want to design, for example Invoice.
- Use the settings on the left (Language, Styling, Formats, Options and Other Settings) to add your logo, change colors and formats, and turn fields on or off. The preview on the right updates as you go.
- To change a text on the document, turn on Edit Text Mode above the preview and click the text in the preview.
- Click Save in the bar at the top of the page.
- Click Orders. The icons in the State column show whether an order's invoice was already printed, downloaded or sent.
- Select one or more orders and choose Print, Download, Send, Convert or Export in the bar above the list.
Good to know
Save before you switch: Each document type has its own template. Save your changes before you choose another document type.
Document types: Invoice, Draft, Credit Note, Packing Slip, Return Form, Quote and Receipt each have a template you can design.
From your Shopify orders: You can also print, download or send documents from the Orders page of your Shopify admin. See How can I send invoices?
Design: For all design options, see How can I customize the design of my invoices?
