Ecommerce: Edit and Print Invoices

The store produces an invoice for each order which is available to you and your customers. Invoices can be included as packing slips, sent via email and/or kept for your own records.

Your store will use a default template invoices, but this can be customized on the Ecommerce Pro and Ecommerce Unlimited plans.

To view the template, open your store and select, “Settings,” “Invoice.”

Under Invoice Example click “Preview Invoice.

The default template includes:

  • Company name and address
  • Buyer’s name and shipping address
  • Payment and shipping method chosen
  • Details about the products ordered and total cost

Editing the Invoice

To make changes to the invoice options:

  1. Select the Ecommerce tab from the left menu and open your store.
  2. Click on “Settings,” then “Invoice.”
  3. Define the following options:
    1. Invoice logo: add your company’s logo by clicking “Upload Invoice Logo.”
    2. Taxpayer identification number: enter this tax detail by clicking “Edit” and “Save.” You also have the option to set a name for this number.
    3. Invoice template: make any other changes by clicking “Edit Template.”

Editing the Invoice Template

Note: this feature is only available on Ecommerce Pro and Ecommerce Unlimited subscriptions.

The default invoice template includes:

  1. A collection of variables (the same as used in email notifications) to pull information about the store or buyer.
  2. Freemarker tags that replace the variables with real information.
  3. CSS and HTML

You can edit the variables and change the position to customize the template, You can also add standard HTML tags and special regular expressions to include specific order details.

To customize:

  1. Select the Ecommerce tab from the left menu and open your store.
  2. Click on “Settings,” then “Invoice.”
  3. Select “Edit Template” and make the desired changes.
  4. Use the “Preview link” option to view the final invoice before you save the changes.
  5. Use the “Revert to default” at the bottom of the template to restore the default.

Note: If you previously customized and saved a new version of the template do not use this option, as it will revert to the default, not the last version saved. In this case, ensure that you copy the latest version and save it as a text file.

  1. Once you’re satisfied, click “Save.”

Examples

ADDING FOOTER TEXT

You can add a message to the bottom of the invoice (e.g. “We appreciate your support!”).

To add this, open the invoice template to edit, scroll to the bottom and add this as plain text after ${textLabels.footerMessage} in the Invoice Footer block.

You can also replace the default message with your desired message.

Invoice Variables

Multiple variables are used to show general information (e.g. order, buyer, etc.). The following variables will show this actual text on the invoice:

(Variable – Actual Text)

  • ${textLabels.order}— Order
  • ${textLabels.orderComments}— Order comments
  • ${textLabels.sku}— SKU
  • ${textLabels.footerMessage}— Thank you for your order!
  • ${textLabels.customerService}— Customer service
  • ${textLabels.phone}— Phone
  • ${textLabels.shippingMethod}— Shipping method
  • ${textLabels.paymentMethod}— Payment method
  • ${textLabels.discountCoupon}— Discount coupon
  • ${textLabels.items}— Items
  • ${textLabels.shipping}— Shipping
  • ${textLabels.total}— Total
  • ${textLabels.shipTo}— Ship to
  • ${textLabels.buyer}— Buyer
  • ${textLabels.pickupMethod} — Pickup Method
  • ${textLabels.taxId}— Tax ID
  • ${textLabels.taxFreeBusiness}— Tax Exempt Customer

Viewing/Printing Invoices

Customers can view/print invoices using the following methods:

  1. Click the “Print Order” link on the thank you for ordering page.
  2. View their order history when logged into their customer account.
  3. Access the invoice as an attachment in the order confirmation email. You can send these invoices by clicking “Settings,” “Invoices” and enabling “Attach invoices to order confirmation email.”

To access multiple invoices:

  1. Select the Ecommerce tab from the left menu and open your store.
  2. Click on “My Sales,” and “Orders.”
  3. Select the appropriate orders.
  4. Click “Bulk Update” and choose “Print Selected.”

FAQs

CAN I INTEGRATE A THIRD-PARTY PLATFORM FOR INVOICES?

Yes, you can search the App Market for tools that can help you. Just ensure that if you use a third-party company that you turn off the built-in invoices. Click “Settings,” then “Invoices” and disable “Generate invoices upon order placement.”

CAN I MAKE THE MARGINS SMALLER?

Yes, you can edit the margins; in the print settings select the minimal margin option.