How to Email the Invoice on Shopify: A Step-By-Step Guide

Chandler
Chandler October 03, 2018

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As an owner of an online store on Shopify, your job when you have the orders is to email the invoices to your customer. The invoices that you sent will take your customers to the checkout page for their recent orders. They will fill in the information for the method of payment, shipping services, and other information needed. After this process, the draft order will be transferred to an official order and marked as paid. Be cautious not to mark a draft order as paid, this action will cause trouble to the checkout process.

This is a writing on how to email the invoice on Shopify which provide you with the detailed guideline. Please read it carefully to learn how to email the receipt.

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How to email the invoice

Step 1: Go to the Draft order

From your Shopify admin screen, you can see the Order button on your left-hand side, click on it and select the Draft section to see the draft orders.

how email invoice shopify

Step 2: Go to the Email invoice

In the Draft page, you can see all the draft orders, choose a draft order you want and click on it to go to the Order details section.

From the Order details area, click on the blue button named Email invoice.

how email invoice shopify

Step 3: Enter the message

A dialog box called Send invoice will pop out. In this dialog, fill in your message for that customer in the Custom message for this customer field.

how email invoice shopify

Step 4: Check your email

After you finished the previous step, hit the Review email to check your email.

Step 5: Email the invoice

When you finished your checking, hit Send notification and your work is done.

how email invoice shopify

To email the invoice on iPhone (Click here)

  • Step 1: Go to the Draft order

After signing in your account on the app, go to the Orders button at the end of the screen.

email the invoice on iPhone 1

Tap on the Draft orders section to see all the draft orders.

email the invoice on iPhone 1

  • Step 2: Choose an order

From the Order page, choose one order to email the invoice to.

email the invoice on iPhone 2

  • Step 3: Tap Email invoice

Inside the order details, scroll down until you see the Invoice section, tap the Email invoice button.

email the invoice on iPhone 3

  • Step 4: Enter the information and review

In the Send Invoice box, notice the Custom message for this customer field. It is used to enter the message to your customer.

email the invoice on iPhone 4

After filling in your message, click Review to check your letter.

email the invoice on iPhone 4

  • Step 5: Send the email

After you finished checking, tap Send to deliver your invoice.

To email the invoice on Android (Click here)

  • Step 1: Go to the Draft order

After signing in your account on the app, go to the Orders button at the end of the screen.

Tap on the Draft orders section to see all the draft orders.

  • Step 2: Choose an order

From the Order page, choose one order to email the invoice to.

  • Step 3: Tap Email invoice

Inside the order details, scroll down until you see the Invoice section, tap the Email invoice button.

  • Step 4: Enter the information and review

In the Send Invoice box, notice the Custom message for this customer field. It is used to enter the message to your customer. After filling in your message, click Review to check your letter.

  • Step 5: Send the email

After you finished checking, tap Send to deliver your invoice.

Conclusion

To sum up, I hope you take your time to read my instructional writing on how to email the invoice on Shopify and follow it. Check out our other posts if you’re interested in managing orders.

Orders

Shopify Order API: Test Shopify orders with REST Admin API Change Order Number in Shopify Delete abandoned checkouts on Shopify Add a Tracking Number Refund an Entire Order Resend Email About Order to Customer View Order Status Page of an Order Find or Complete an Existing Draft Order Refund Order Fulfill Orders For Multiple Locations Export Orders To A CSV File Archive Fulfilled Order Add or Remove Taxes Add or Remove Customer Fulfill Part of Order Manually Create Draft Order Apply Discount to a Specific Item Add Tag to Order Add Products to a Draft Order View Marketing Activity Reports Enable Automatic Abandoned Checkout Recovery Emails Email Customer Link to their Abandoned Checkout Manually Cancel Order View the Fraud Analysis For an Order View Order's Conversion Summary Review an Order's Transaction History Print Order Delete an Order View Order Use Bulk Actions with Filter Sort Orders List Save Filter or Search Refund Part of an Order Fulfill Many Orders At Once Manually Capture Single Payment Manually Cancel Fulfillment Fulfill Orders Manually Show Content Based on Shipping Method Translate Order Status Page Show Content Based on Customer's Locations Enable Push Notifications Attach an Order Tag Add an Opt-In for Order Updates View the Status Page for One of your Orders Show Content Based On an Order for A Particular Product Run Scripts Only on the First Visit on Shopify Manually Add the Order Status URL to your Email Templates Check if Email Templates have been Customized View an Order's Timeline Edit Customer Information


Chandler
Chandler
Hi! I'm Chandler - a Shopify expert and also a customer supporter with over five years of experience. I had done more than 300 custom work projects in the Shopify platform, namely building a store from scratch, installing apps, adding custom features, optimizing speed and SEO, and so on.
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