{"id":474,"date":"2023-11-10T10:30:02","date_gmt":"2023-11-10T10:30:02","guid":{"rendered":"https:\/\/www.oxilayer.com\/blog\/?p=474"},"modified":"2024-09-04T19:02:53","modified_gmt":"2024-09-04T19:02:53","slug":"how-to-send-pdf-invoice-in-shopify","status":"publish","type":"post","link":"https:\/\/www.oxilayer.com\/blog\/how-to-send-pdf-invoice-in-shopify","title":{"rendered":"How to Send PDF Invoice in Shopify"},"content":{"rendered":"\n

It’s difficult to send PDF invoice to customer in Shopify. A PDF invoice serves as a digital receipt, and customers want to receive it after making an online purchase. A PDF invoice not only encapsulates the details of the purchase but also stands as a testament to transparency and professionalism. Customers will feel more secure knowing they have received it.<\/p>\n\n\n

<\/a>
Oxilayer Invoice App for Shopify<\/a><\/div>
Print & send branded invoices, packing-slips, quotes & more<\/a><\/div>
Visit App Store<\/a> <\/div> <\/div>\n\n\n\n

In this article, I will show a way to automatically send PDF invoices in Shopify after a customer’s purchase. Unfortunately, Shopify doesn’t have this functionality by default, and you will need a Shopify app. We strongly believe that our Oxilayer Invoice Order Printer<\/a> app is the best available option out there for this purpose, so the following instructions will be related to this app.<\/p>\n\n\n\n

When is the best time to send PDF Invoice<\/h2>\n\n\n\n

The best way to send a PDF invoice to the customer is together with the “Order confirmation” email as a single piece. This approach is less intrusive for customers compared to sending the PDF invoice in a separate email. Moreover, it’s the only automated email that Shopify sends after a purchase, so it’s our best choice to include the PDF invoice in this email.<\/p>\n\n\n\n

How to include PDF invoice to Order Confirmation email<\/h2>\n\n\n\n

Unfortunately, Shopify does not provide developers with a way to add file attachments to emails. Therefore, our best option is to include a PDF download link in the order confirmation email. This approach has some additional benefits, as the email size is much smaller without attachments.<\/p>\n\n\n\n

Step-by-step setup guide<\/h2>\n\n\n\n

The Oxilayer Invoice Order Printer<\/a> app has a setup guide, making it easy to create a PDF link. In order to send PDF invoice in Shopify with the order confirmation email, follow these steps:<\/p>\n\n\n\n

1. Go to Shopify Admin and click on the search bar (1), then click on the “Apps” (2) button<\/p>\n\n\n

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\"Shopify<\/figure><\/div>\n\n\n

2. Look up “Oxilayer PDF Invoice<\/a>” app and click on it.<\/p>\n\n\n

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\"Search<\/figure><\/div>\n\n\n

3. In the app menu, click on the “Links”.<\/p>\n\n\n

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\"Oxilayer<\/figure><\/div>\n\n\n

4. Then, click on the “Setup PDF Link” button<\/p>\n\n\n

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\"Setup<\/figure><\/div>\n\n\n

5. Then, choose “Invoice” as PDF document type <\/p>\n\n\n

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\"Choose<\/figure><\/div>\n\n\n

6. Copy generated PDF invoice download link<\/p>\n\n\n

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\"PDF<\/figure><\/div>\n\n\n

7. Click on the “Edit template code” button<\/p>\n\n\n

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\"Edit<\/figure><\/div>\n\n\n

8. Paste the link code into your email template code. Depending on your template code, the right place for the code snippet might be different. In the default template, we can insert the link after an order number.<\/p>\n\n\n

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\"Insert<\/figure><\/div>\n\n\n

In the preview window template should look as following:<\/p>\n\n\n

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\"Previe<\/figure><\/div>\n\n\n

9. Then, click on the “Save” button to save “Order confirmation” email template<\/p>\n\n\n

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\"Save<\/figure><\/div>\n\n\n

And that’s all you need to set this up.<\/p>\n\n\n\n

Send test email with PDF invoice<\/h2>\n\n\n\n

The quickest way to test results is to send the email from order view page. <\/p>\n\n\n\n

1. Go to the “Orders” page, and click on a order<\/p>\n\n\n\n

2. Then, in the bottom of a “Order view” page, click on the “Resend email” butto<\/p>\n\n\n

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\"Send<\/figure><\/div>\n\n\n

3. Select “Yourself” option and click on the “Send” button.<\/p>\n\n\n

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\"Send<\/figure><\/div>\n\n\n

Benefits of sending PDF invoice in this way<\/h2>\n\n\n\n

There are several benefits of sending PDF invoice in this way:<\/p>\n\n\n\n