What components make up a standout Shopify invoice, and how can you customize them to leave a lasting brand impression?
What advantages does Shopify bring to your invoicing game?
Join us on this journey to master the practical and creative facets of Shopify invoicing. How can you seamlessly track your invoices, ensuring smooth transactions and customer satisfaction? Discover the customization options Shopify offers — an essential element in crafting a memorable brand experience for your customers.
Table of Contents
- What is a Shopify Invoice?
- Different Types of Invoices Supported by Shopify
- How to Create and Send a Shopify Invoice?
- Using Shopify’s Built-In Invoice Feature
- Using Shopify’s Free Invoice Generator
- Using a Third-Party Apps
- Conclusion
What is a Shopify Invoice?
A Shopify invoice is a document generated by the Shopify e-commerce platform that provides a detailed transaction summary between a customer and a merchant. When a customer purchases from a Shopify-powered online store, an invoice is generated and automatically dispatched to the customer.
Shopify invoices are typically emailed to customers as part of the order confirmation process. The format and appearance of the invoice can be customized to maintain brand consistency and a professional presentation.
Key components of a Shopify invoice:
- Store information: Brand name, logo, email, phone number, address.
- Invoice information: Invoice number, date, and time.
- Customer information: Customer’s name, billing address, and shipping address.
- Order summary: List of purchased products (SKU, quantity, prices), taxes, shipping cost, total amount.
- Payment information: Credit card, PayPal, Shop Pay, or other gateways.
- Order notes: Special instructions or merchant notes.
- Return/refund policy: Store’s rules about returns and refunds.
- Thank you message: Express appreciation for the purchase.
Different Types of Invoices Supported by Shopify
Shopify primarily supports a standard invoice format with essential transaction details. While it doesn’t natively provide multiple invoice types, merchants can adapt the standard invoice to various business needs:
- Proforma invoice: Sent before shipment, includes product details and costs for review.
- Commercial invoice: Required in international trade for customs clearance.
- Credit memo: Used for returns, refunds, or corrections.
- Partial payment invoice: Shows paid amount and remaining balance.
- Recurring invoice: For subscriptions and ongoing services.
- Past due invoice: Reminds customers of unpaid balances.
How to Create and Send a Shopify Invoice?
Using Shopify’s Built-In Invoice Feature
- Create a draft order: Go to Orders > Draft orders in your Shopify admin.
- Add products and customer details: Fill in items, quantities, and customer information.
- Send the invoice: Click Send invoice, and Shopify will email it to the customer.
Using Shopify’s Free Invoice Generator
Shopify provides a Free Invoice Generator for quick, professional invoices without needing an app.
Using a Third-Party Apps
Shopify’s built-in feature is manual. To automate invoices, use apps like Avada Order Printer & Invoices.
Steps with Avada app:
- Go to Apps in Shopify dashboard → Install Avada Order Printer & Invoices.
- Link the app to your store.
- Choose a template, upload your logo, and customize it.
- Enable Automation emails to send invoices automatically.
After setup, you can monitor invoices under Orders, checking invoice numbers, payment details, and records.
Conclusion
From understanding the core elements of a Shopify invoice to exploring advanced customization, you can now transform invoicing into a strategic advantage.
Your Shopify invoices are more than transactional records — they’re branding opportunities. By embracing customization, each invoice becomes a memorable branded experience that builds stronger customer trust and loyalty.
