What Is A Shopify Invoice? How To Create Shopify Invoices

Are you looking to optimize your Shopify store’s billing process? If so, you should not miss out Shopify invoice. Invoices play an important role in a smooth payment process, and with well-structured invoices, you can easily boost customer satisfaction and build trust in your buyers.

In this blog, LitExtension – #1 Shopping Cart Migration Expert will provide everything about Shopify invoices:

• Shopify invoice’s quick summary;
• How to create invoices on Shopify;
• How to send a Shopify invoice.

Don’t let a messy billing system hold you back – take the first step towards a streamlined and professional invoicing process today!

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A Glance At A Shopify Invoice

Shopify invoice is a legal document that records all transaction-related information at your Shopify store. It helps you confirm and log the products and the final payment of a customer. Additionally, your clients can use Shopify invoices to get a clear summary of their transactions.

Common types of Shopify bills

Here are the 6 different types of Shopify invoices you can use to support your customers’ billing process.

#1. Pro formal invoice

A pro forma invoice displays the goods’ price and your commitment to deliver them to the customer. It is generally released in advance, supporting your client’s purchase plan and budget estimation before buying.

#2. Recurring invoice

A recurring invoice is a type of invoice that is sent to a customer for repeat transactions. Normally, you can find this invoice with recurring billing cycles, like monthly subscriptions or memberships.

#3. Credit invoice

A credit invoice is issued when your customer is entitled to a refund or a discount for a specific return. Sometimes, you can call it a credit memo or credit note. When your customer uses this invoice, he/she can get a charge reversed from a previous invoice.

#4. Commercial invoice

Commercial invoices are crucial for global sales, used for customs declaration and fee calculation when exporting or importing across borders. On these invoices, you need to cover the following information:

• Buyers and sellers;
• Contents of package;
• Size and weight;
• Origin of the product;
• Total cost;
• Export and order time;
• Signature.

#5. Debit invoice

A debit invoice also called a debit note, informs the buyer of his or her current debt obligations. You issue this invoice only when your customer’s debt increases after the first order.

For example, your client placed an order and received an invoice from you, but he or she wants to change the amount to a higher amount at a later date. It’s time to send a debit invoice to your client.

#6. Past due invoice

A past-due invoice is an overdue unpaid invoice. Indeed, the more past-due invoices you have, the worse your cash flow is. As a result, you will not have enough money to pay your employees, suppliers, and devices rent. To prevent this problem, you need to manage your accounts receivable diligently.

What should be included in an invoice?

Being considered a transaction record, a standard Shopify invoice should contain the 7 following details:

• An invoice number: A unique number that matches a specific transaction;
• Business information: Name, Contact (phone number & email), and Address;
• Client information: Name, Contact (phone number), and Address (work/home);
• Service/Product Description: A quick explanation of products/ services (e.g., name, unit price, quantity, and line total;
• Transaction date: A detailed time of payment completed;
• Total amount: A final cost, including additional costs and taxes;
• Payment terms: All required terms of payment, like Net X, Payment/Cash in advance, Upon receipt, or exchanges and returns.

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How To Create A Shopify Invoice

Once you have gained a comprehensive understanding of Shopify invoices, you can proceed to learn how to create invoices on Shopify. There are 2 following methods:

• Release invoices together with your orders;
• Use a free Shopify invoice generator.

Method #1: Creating invoices with orders

Step 1: Create a new order

In the Shopify Dashboard, click Orders to open the Orders page.

Then, click the Drafts tab to navigate to the Draft orders page.

After that, click the Create draft order button to finish.

Step 2: Fill in relevant information

In the Create order page, enter the targeted products’ names in the Search products box.

Then, select proper products and click Add button.

In the Customer section, click the Search box to find an old customer or create a new one. When creating a new client, you should fill in basic information, such as first and last name, language, email, shipping address, and phone.

After that, click the Save customer button to finish.

Step 3: Customize and save your Shopify invoice

In this step, you can customize your Shopify invoice with:

• Notes: You type any special requirements from your customers or even your products’ usage instructions.
• Market: You need to opt for a market to employ its pricing on the orders.
• Tags: You can attach specific customer tags to their invoice if you want.

Finally, click the Save button on the top bar to save your Shopify invoice.

Method #2: Using Free Shopify Invoice Generator

To begin with, you need to navigate to Shopify Free Invoice Generator. On this site, you will find 3 detailed steps to create a Shopify invoice for customer, including:

Step 1: Fill and customize business-relating information

In Enter your company information section, fill in the required fields below:

• Company name;
• Email address;
• Address;
• City & Zip/postal code;
• Country/Region;
• State/Province.

 

Besides that, you can click the Choose File box to update your company’s logo.

Step 2: Add customer and product information

In this step, you need to complete the 2 following sections:

• Enter customer and invoice information: customer name, email, address, city, zip/postal code, country/region, state/province; invoice number, and date.
• Enter the items you wish to bill: item, description, quantity, and price.

In case your order has different products, click Add a line item to have new products added.

Step 3 – Review and submit

Finally, review all information and add Notes/Memos (optional). After that, click the Submit button to end the process.

With this free invoice generator, a Shopify invoice download is possible and can be used for several purposes.

Whatever method you pick, it only takes 3 simple steps to complete.

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How To Send Shopify Invoices To Customers

After creating a Shopify invoice, you can deliver it to your customer immediately. Below are the 2 basic methods:

#1. Mail

You can print your saved Shopify invoice and send it to your customer’s address. Currently, you seldom see anyone transfer eCommerce invoices through the mail, which is time-consuming. However, if an electronic delivery doesn’t work well, you should prefer paper documents.

#2. Email

After reviewing all invoice information, click the Send invoice button to open the Send invoice tab.

In the Send invoice tab, fill in basic fields, including: To (your customer email), From (your store), Subject (invoice), and Custom message (optional). Then, click Review invoice and Send notifications to finish.

Compared to the mail method, emailing your Shopify invoice is more simple and effective. Thus, it becomes the leading option for Shopify store owners.

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FAQs – Shopify Invoice

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Conclusion

Our blog has just introduced everything about a Shopify invoice, including its standard structure and how to create/send it to customers. Depending on your requirements, you can generate Shopify invoices directly in your Shopify Dashboard or using a free tool. However, remember to check your invoice’s information carefully.

LitExtension, #1 Shopping Cart Migration Expert, hopes you use Shopify invoices to simplify your store’s billing process effectively. Check out our LitExtension Blog or join our Facebook Community Group for more valuable insights.