*Note: This feature only supports stores in Taiwan and Hong Kong.
SHOPLINE's "Custom order invoice" feature will help you customize the order invoice's details based on different scenarios and purposes without the need for coding. Easily edit order invoices in Admin, enhance brand image, and streamline the process from picking to shipping.
This article will cover the following:
1. Install the app
Step 1
To access the "Customize Order Invoice" feature, navigate to the Admin > [Apps] > [Apps Store]. Find the "Customize Order Invoice" app, and click Install Now to install this app for free. For detailed instructions on app installation, please refer to Apps Store.
Step 2
Upon successful installation, go to [Apps] > [My Apps], find the "Customize Order Invoice" app, and click Open App on the right.
2. Set up the invoice
Step 1. Template settings
Name this template and select your preferred default language.
- Template name: This name is for internal management use only and will only be displayed in Admin.
- Default language: Currently, only English and Traditional Chinese are supported for PDF export in custom order invoices.
Step 2. Header settings
Set up the information in the header section, such as the store logo, title, order details, etc.
A. Logo
Click the "Click here to upload" button to add the image for your order invoice.
*Remark: Only one image can be added here, and the supported formats for the image are limited to JPG and PNG. The file size of the image must not exceed 500 KB.
B. Title and subtitle
- Title: The character count for the main title field must not exceed 30 characters.
- Subtitle: The character count for this sub-title field must not exceed 60 characters.
C. Order information
Check the order information you wish to display. Fields left unchecked will not be shown.
*Remark: "Order number" is a system-default mandatory option and can't be unchecked.
Click 👁 Preview on the right to view in advance the effect of the order details in the PDF file to be exported.
Step 3. Order information
You can determine whether to display customer and order/ delivery information in this section, which is divided into left and right columns for separate customization.
A. Title
Enter the title for the left and right columns respectively, with each not exceeding 30 characters.
B. Displayed items
Click + Select Display Items to show the items in the invoice.
You can change the display order of each selected item by dragging and dropping. If you need to delete an item, click the "Trash" icon on the right.
Click 👁 Preview on the right to view in advance the effect of the customer information and delivery details you just edited in the PDF file to be exported.
Step 4. Product details list
Check the product information you wish to display in the invoice.
Click 👁 Preview on the right to view in advance the effect of the product details in the PDF file to be exported.
*Note: You can only choose to display or not to display the entire "Order Summary" (as indicated in the image below). When selecting not to display, the sections "Applied discount" and "Subtotal to Total" will not be visible.
Step 5. Footer settings
Input custom footer text content here.
*Note: The footer section does not support adding images.
Click 👁 Preview on the right to view in advance the effect of the footer content in the PDF file to be exported.
Step 6. Save your setup
Click on the Save button at the bottom of the page, and the custom order invoice template will take effect henceforth.
*Remark: If you leave the setup page without clicking Save, the previous configuration records will be lost.
3. Download the invoice
Step 1
Go to Admin > [Order Management] > [Orders] and check the orders for which you wish to export custom order invoice.
Step 2
Upon selecting the orders, click on Bulk Actions, select Customize Order Invoice from the drop-down menu, and you can export the custom order invoice of the selected orders.
You will then be redirected to the "Exporting your data" page.
Step 3
Go check your email inbox, find the "Download Customize Order Invoice" email, and download the invoice.
- The PDF files of the order invoice will be created separately for each order and compressed into one single ZIP file.
- The file name for the order invoice is: Order_{{order number}}.pdf, e.g. Order_20231228074212489.pdf.
4. Notes
- This app feature only supports configuring a single custom order invoice template.
- The email delivery may take some time. If you have not received it, please be patient. When unable to find the email, please check your Spam.
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