Shopify Invoice: How To Create An Invoice On Shopify

A Shopify invoice serves as an official record documenting all transaction details within your Shopify store. It enables you to verify and document both products sold and customer payments received. Additionally, your customers can use Shopify invoices to get a clear summary of their transactions.

These invoices are usually sent via email and payments are made online, thus making the entire process paperless. This digital process ensures that you and your customers have a secure transaction history that can be easily retrieved whenever needed, minimizing the risk of misplacement

Shopify invoice is essential for optimizing Shopify website to engage customers as well as seamless shopping experience. Here are several key component of a Shopify invoice: 

Detailed information about the business

• Name, logo, address and contact information (email, phone number) of the business so customers know who and where the invoice comes from.

Customer information

• Customer name, contact phone number, delivery address, payment address.

Invoice information

• Invoice Number: Each invoice is assigned a unique identification number for tracking and reference. Usually sequential numbers and helps organize and manage invoices.
• Invoice Date: Date the invoice was issued. This helps both parties keep track of when the transaction took place.
• Due Date: The date on which payment is expected. Usually placed by the seller and agreed to by the buyer.

Information about products and services

• This section describes the products or services purchased by the customer. Each item is listed with description, quantity, unit price and total value. This provides transparency about what customers are paying.

Order summary

• Total Amount: The sum of all items prior to any taxes and extra charges.
• Taxes: May vary depending on customer location and tax regulations such as VAT (Sales Tax) or GST (Goods and Services Tax). The amount of tax charged can optionally vary by location and tax law.
• Shipping costs: If the customer must pay conversion costs, this section will include the customer’s chosen conversion method and associated costs.
• Discounts or Promotions: Any discounts or offers applied to the order usually exclude the total.
• Total Payment: The final amount the customer must pay, including taxes, shipping costs, and any discounts.

Payment information and terms

• Payment Terms: This section describes the payment methods accepted by the merchant (e.g. credit cards, PayPal) and any wizards that may be linked to payment.
• Terms and conditions: Any terms and conditions related to the transaction, such as return policies, warranties or liability, may be included as final components of the invoice.

Order notes

• Additional Notes: Any special instructions or messages provided by the customer or important notes from the seller.

Thank you message

• Express gratitude: A brief thank you message, expressing appreciation for the customer’s purchase, fosters a positive customer experience.

Using Shopify invoices brings many benefits to both businesses and customers, especially in the field of e-commerce. Let’s take a look at the benefits of Shopify invoices below:

• Save time and money: Invoice generator can help you save money by automating tasks previously performed via mail and fax. This not only makes these activities more manageable but also reduces costs.
• Reduced paperwork: All data is stored in the cloud, making it accessible from anywhere. Large files are no longer a burden for manual workers. These programs can scan customer information and you can quickly access the data in seconds using filters.
• Expense Tracking: Invoicing tools help track and locate unpaid customers, saving time on customer research.
• Transaction tracking: Printed invoices will be assigned an invoice code, helping businesses easily track and manage transactions.
• Easy integration with payment systems: Invoices on Shopify are often linked directly to the business’s payment system, making the payment process easy and flexible.
• Pay over time: Invoicing program allows quick creation and sending of invoices. This ensures on-time payments, boosting cash flow. Automated processes also allow you to quickly and easily create custom templates and designs for each new customer.
• Store customer data: Customer relationships are important for business growth. To serve them well, you must understand your customers. Managing customer data is important, and great invoicing tools make it easy to achieve this.
• Fast and convenient: Invoices are automatically generated after each transaction, saving time for businesses and customers.
• Easy management: Invoices are stored and managed on the Shopify platform, allowing businesses to easily access and review customer transaction and payment history.
• Increase credibility: Using official invoices from a platform like Shopify can increase your business’s trustworthiness and reputation with customers.
• Support in financial management: Shopify invoices provide detailed information about transactions, helping businesses easily manage finances such as tracking revenue, costs and profits.

Shopify provides user-friendly and navigated tool, allowing users to create custom invoices easily. Whether you want to create new invoices or customize invoices, you can implement Shopify invoices. Let’s browse how to create an invoice on Shopify: 

Step 1. Fill in the required information

Shopify invoice has intuitive interface and dashboard which embraces invoice details. You need to enter your business name, contact information, and your client’s contact information. This results in creating basic Shopify invoice. 

Step 2. Customize the invoice

It is easy for users to customize the invoice. They can add logo which reinforce their brand identity. With the unique logo, you can enhance your business invoices with customers as well as avoiding to lost and confusing. 

Step 3. Add billed items

You can create a bill which contains all the items you need. Additionally, Shopify invoice allows you add information about the products or service, quantity, hour pay rate, and any applicable discounts. 

Step 4. Add notes or a memo

Shopify invoice provides memo section which allows you add additional context or message for your client. The length of context should be less than 150 characters to ensure that your customers can read all of notes. 

Step 5. Check the total amount and edit tax

You can use the tool to check and caculate total amount. Possibly, you can edit the tax line, adapting to the tax rate or other tax exemptions for each region. Sometimes, each region or product has different tax rate, you should execute manually to ensure it is accurate. 

Step 6. Generate invoice

After completing the necessary information in Shopify invoice dashboard, you should review the invoice and submit. You can see your complete invoice in your email. 

Step 7. Download your invoice

Check your invoice in email and download it as a PDF file. After that, you can send it to your customer now.