How to Send an Invoice on Shopify

How to Send an Invoice on Shopify

What’s an order if there’s no invoice to take customers to their checkout page, right? It sounds easy, but it’s far from it. When I first started out with my online store on Shopify, the Shopify “send invoice” part was always where I got stuck. It seriously took me a long time to get used to it, and even then, I always wished there was a straightforward way to get it done. To my surprise, I later found out that there are actually tools to get the invoicing part done in a blink of an eye. And I found one that I have been relying on for all my businesses’ invoices – LessAccounting’s Shopify invoice app. If you relate to what I’m saying, your hassle ends here. Because I’ve been in your shoes before and I know that the struggle is real, I decided to share with you a how-to on sending an invoice on Shopify so that you could start reaping the benefits of your sales hassle-free and with minimal Shopify admin work! From sending email reminders to customers to integrating Stripe links in the email invoice, you’ll be impressed with this comprehensive solution. Let’s get right into it.

What You Will Need to Follow This Tutorial

• LessAccounting’s Shopify invoice application
• Shopify account
• iPhone or Android mobile device
• LessAccounting paid plan

Step by Step Instructions

Below, I’ll share with you a couple of ways that you can use to send your invoice for an order. Feel free to use the most convenient one for you – whichever it is, you’ll end up with the same results regardless of the path.

1. Using Quick Actions From Your Invoices/Quotes List

This method is very straightforward. All you’ll need to do after installing the app and signing in is to click on the Invoices tab, which you can find on the menu bar on the left. When you do so, you’ll be presented with a list of your Shopify store orders. Go ahead and search for the order you want, either by date or financial status. If you’re not sure about those details, you could alternatively keep scrolling through the pages and using the “back” and “front” keys towards the bottom of the page. Once you’ve found your order, you’ll find a button with a mail icon on it (next to the row with the order name on the right.) Simply click on it, and it’ll automatically generate the invoice and send it to your customer on the spot!

2. Through the Invoice Preview Page

Another method is again through the “Invoices” tab. However, this time, when you’re presented with the list of your Shopify store’s orders and choose the order, you’ll click on the blue highlighted order name instead of the mail icon. Once you do, the invoice with the order information will be generated, and you’ll be redirected to the “Invoice Preview” page in case you want to review the email invoice and the order details before sending it. Once the information is ready, click on “send” and choose how you’d like to send the invoice to the customer. By choosing “send now,” the invoice will be sent by email to the email address specified in the customer profile. In contrast, if you choose “review & send,” you’ll be able to add additional email addresses to share the invoice with, send a copy of the invoice to yourself, and even change the email subject & body before sending the invoices of the orders. Also, if you want to send a Stripe payment link embedded in the email, that’s possible with a Stripe account along with an Ultimate subscription. Last but not least, you’ll find an option relating to turning payment reminders on and off. If you turn it on, LessAccounting will automatically check the order’s payment status and send reminder emails to your clients until they make the payment. Tip: You’ll need to set up Payment Reminders by clicking on the “Payment Reminders” tab before turning on the feature for a given invoice.

3. Through Your Shopify Dashboard

The last method is through the actual Shopify platform. On your dashboard, you simply click on “Orders” and then click on the one you’d like to send an invoice for. You’ll then be redirected to the Order details page on the dashboard, where you’ll click “Actions.” Following that, click on “Send or Print Invoices,” a blue icon below the order name. Once you do, you’ll find yourself back to the Invoice Preview page on our app. Like the previous method, the invoice for your customer will be generated, and you’ll be able to review it before it’s sent. Once you’re ready, click “Send” and choose the most convenient way for you to send the invoice to your customer. Just like that, you’ll be all done!

Conclusion

The checkout process is easy and straightforward for customers, but for business owners, it’s not exactly a walk in the park. To be precise, it wasn’t, but that was before I was able to send invoices so seamlessly. I no longer have to worry when orders are placed, and that’s all thanks to LessAccounting’s Shopify invoice app. The best part is that if one method seems like too much work, you have options and features that you could play around with to get your invoices done. Just by following the very straightforward steps in the guide above, your customers will receive their receipts or invoices, fill in their contact information and payment methods, and their draft orders will be converted to official ones. Did you enjoy this tutorial article? We hope the app comes in handy and that you make use of it for your own advantage as much as us!