Introduction
This guide explains how store owners can effortlessly download invoices for purchases made on their Shopify store.
Note: The invoice feature is available exclusively for Growth and Established Plans.
Steps to Set Up the Invoice Feature
1. Navigate to Invoice Settings
- Go to Flits Admin > Customer Account Page > Invoice Settings > Click Setup.
2. Customize Invoice Settings
In the Invoice Settings section, personalize your invoices with the following options:
- Choose a Brand Color: Select colors that align with your store’s branding.
- Upload Logo: Add your store’s logo to give invoices a professional look.
- Add Signature: Upload a digital signature for authenticity.
- Edit Address:
- By default, the invoice fetches the address from Shopify admin.
- To make changes, uncheck the box labeled ‘Auto-update the following fields as per the details given in Shopify admin’ and edit the address as needed.
3. Supported Order States for Invoice Downloads
Invoices can be downloaded in any of the following order states:
- Placed
- Paid
- Fulfilled
4. Preview and Finalize Settings
- After adding all details, click "Click here to view a sample invoice".
- Review the sample and make adjustments if needed to ensure the invoice looks perfect.
5. Save and Activate the Invoice Feature
- Once finalized, save your changes and activate the feature.
Steps to Generate and Download Invoices
Access Orders in Shopify Admin:
- Go to Shopify Admin > Orders.
Select an Order:
- Choose the order for which you wish to generate an invoice.
Download Invoice:
- Click More Actions > Download Invoice.
- Ensure that pop-ups are enabled in your browser to display and download invoices.
Need Help?
For further assistance, reach out to our support team at support@getflits.com.