Invoices confusion

Solved
SandraPlantox
Tourist
9 0 0

Hello,

 

I am a bit confused with invoices. When I go to Settings >>> Notifications there's an info about invoices that are automatically sent out to the customer. But I don't know how can I find and save them. I was trying to find it in the orders but seems like it's not there. So I don't know if the invoice is sent to the customer or I should do one by myself.

Thank you in advance for your help.

 

Kind regards,

Sandra

https://plantoxstore.com 

0 Likes
Rae
Shopify Staff
Shopify Staff
1125 91 286

This is an accepted solution.

Hi, @SandraPlantox

 

This is Rae from Shopify. Thank you for posting this question about invoices. 

 

Are you referring to the 'Order confirmation'  notification in the 'Settings > Notifications'  section of your Shopify admin? If so, this notification is sent to each customer automatically once their order is placed. As a merchant, you can also receive similar notifications when new orders are placed by following these steps to set up new order notifications. 

 

However, to print or save invoices, I recommend using Shopify's Order Printer app. To print these invoices, just follow these steps. If you'd like to save them to your computer instead, you can select the 'Save as PDF'  option within your browser's print window by following these steps

 

Order Printer can also help print packing slips, and the templates for both invoices and packing slips can be customized. To learn more about this, I recommend checking out this help document

 

The Order Printer app is developed and fully supported by Shopify, so if you have any questions or concerns about using this app, please feel free to let me know and I'll be glad to offer more assistance. 

 

I look forward to hearing back from you! 

Rae | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

ChiquiAlta
Excursionist
15 1 2

I have the same issue.  I just need a copy of 5 invoices that have been lost during COVID, so I can make an insurance claim.  I can't believe SHOPIFY that is suppose to hold all our shopping, customer info doesn't have a simple solution to replicate invoices. Amongst other items that SHOPIFY seriously lacks on the accounting and finance side.

I don't want another APP for information that should be at my finger tips.  I just recreated the invoices and wasted time because SHOPIFY doesn't allow you to automatically access your own customers information.

 

0 Likes
Rae
Shopify Staff
Shopify Staff
1125 91 286

Hi, @ChiquiAlta

I understand the frustration you experienced while trying to print out those invoices on your site. I appreciate you reaching out about this, and sharing your concerns.

The Order Printer app that I mentioned in my previous reply is a free app that's developed and supported by Shopify. So while it is optional to add this app to your site, it's important to note that the app is fully created and maintained by Shopify directly, not by a third-party developer.

With that said, our Order Printer app is a great solution for printing invoices, so if you happen to run into the same circumstances that require you to print out invoices again, then I recommend looking into using this app. We have more information on how it works, and how to print invoices right here.

Order Printer can also help with printing receipts, packing slips, and labels, so it's a great solution to use if you need to print out several of these document types for your orders. You can learn more about this functionality via this link

If you have any further questions or concerns about this app, please feel free to reply directly to me here.

Additionally, you mentioned some issues with information lacking on Shopify in regard to accounting and finances. Can you please tell me a bit more about this, and what features you're looking for? That way, I can help look into this and provide more information. 

I hope to hear back from you soon! 

Rae | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

0 Likes
SusanAakjaer
New Member
2 0 0

Hello Shopify

You write:

"However, to print or save invoices, I recommend using Shopify's Order Printer app. To print these invoices, just follow these steps. If you'd like to save them to your computer instead, you can select the 'Save as PDF'  option within your browser's print window by following these steps. "

 

When I click at "PRINT" I can only print.

When I right-click on my mouse I can choose "save as website" but not as a PDF ??

So if I will send Invoice to my customer I have to print it first, scan it and then send it ... ??

 

Actually I would like to have an invoice sent automatically to customer after they have paid the order. 

Is that possible ?

 

Thank you

 

Best, Susan Aakjær, susanaakjaer@gmail.com

 

0 Likes
Rae
Shopify Staff
Shopify Staff
1125 91 286

Hi, @SusanAakjaer

I appreciate you reaching out with these questions. 

I'm sorry to hear that you're having trouble saving Order Printer invoices as PDFs. To clarify, saving the invoice as a PDF to your computer will remove the need to print and scan the invoice before emailing it to your customers. 

The steps to save an invoice as a PDF via Order Printer vary slightly depending on which browser and operating system you're using. For instance:

  • If you're using a Google Chrome browser, you can follow these steps 
  • If you're using a Mac OS X operating system with a different browser than Google Chrome, you can follow these steps 
  • If you're using a Microsoft Windows operating system with a different browser than Google Chrome, you can follow these steps 

However, in terms of automatically sending an invoice to your customers, the 'Order confirmation' notification currently does this. This notification is emailed to customers once their order has been placed, and contains the following details:

  • An order summary
  • A price breakdown including a subtotal, shipping charges, taxes, and an order total
  • The customer's shipping and billing address
  • The shipping method selected
  • The payment method the customer used

To see an example of how this notification looks for customers, just follow these steps: 

  1. Log in to your Shopify admin 
  2. Click on 'Settings > Notifications' 
  3. Click on 'Order confirmation' 
  4. In the top righthand corner, click 'Actions' 
  5. Click 'Preview' 

Let me know if you have any questions about this, and please keep me posted on if you're able to save an Order Printer invoice as a PDF. 

Thanks!

Rae | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

0 Likes
SusanAakjaer
New Member
2 0 0

Hi Rae, Shopify Staff

Thank you for your help! Now I found where to "save as PDF" (where you choose which printer)

Best, Susan

 

0 Likes
Rae
Shopify Staff
Shopify Staff
1125 91 286

Hi, @SusanAakjaer

Awesome! I'm glad you found this option on your end. 

Let me know if you have any further questions about printing or saving invoices from the Order Printer app. 

Rae | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

0 Likes
cath_h
New Member
1 0 0

An 'Order Confirmation' is not an invoice.

It is a requirement under Australian Law to provide a Tax Invoice for goods and services sold in Australia. An 'Order Confirmation' does not qualify as a Tax Invoice.

Under Australian Law, a tax invoice must contain the following information:

  1. that the document is intended to be a tax invoice
  2. the seller's identity
  3. the seller's Australian business number (ABN)
  4. the date the invoice was issued
  5. a brief description of the items sold, including the quantity (if applicable) and the price
  6. the GST amount (if any) payable – this can be shown separately or, if the GST amount is exactly one-eleventh of the total price, such as a statement which says 'Total price includes GST'
  7. the extent to which each sale on the invoice is a taxable sale 

Most basic e-commerce platforms automatically generate this as a pdf attached to the order confirmation email.

Why does Shopify not automatically do this?

This needs to be rectified ASAP as it's illegal not to provide consumers with this documentation.

 

0 Likes
rugsboss
Excursionist
15 0 6

I eventually found this great app called "Wizard Labs : Invoice Wizard".

It does what I need and it's highly customisable.

And it's free.  Not sure if they will ever start charging but I'll cross that bridge if it comes.

Highly recommended.

0 Likes