How to send invoices automatically?

Learn all the details about automatic invoice sending.

1. Open Easy Invoice+ from Apps section of your Shopify store or go directly to https://easyinvoice.softify.co/

2. Click “Invoice Templates” from left menu.

3. Edit your primary invoice template.

Easy Invoice+ Template Selection
Easy Invoice+ Template Selection

4. Scroll down to “Mail Settings” section from left menu

Easy Invoice+ Mail Settings
Easy Invoice+ Mail Settings

5. Click “Mail Mode” dropdown menu and you’ll see 4 automatic invoice sending options.

  • Auto on order : Your customers will receive an invoice as soon as they place an order on your site.
  • Auto on payment : Your customers will receive an invoice as soon as they make a payment or you approve a payment.
  • Auto on fulfillment : Your customers will receive an invoice as soon as you fulfill your order.
  • Auto only for copy address : Only the mail address you typed in to “Send a copy of invoice to this mail address” field will receive an invoice when your customers place an order.

6. Select the appropriate one for you and click “Save” button of your invoice template.