How to Send Invoice to Customer on Shopify in 5 Steps?

Sourabh Upreti
Sourabh Upreti
March 3, 2023

Have you ever found yourself staring at your computer screen, wondering how in the world to send an invoice to your customers on Shopify?

It’s something that almost every Shopify business owner has to deal with at one point or another. And it can be even more frustrating if you’re a new Shopify store owner and are still figuring out how everything works!

But worry not because sending an invoice on Shopify doesn't have to be as complicated as trying to assemble a piece of IKEA furniture with only a toothpick and a spoon. In fact, with just 5 simple steps (and a bonus method that will blow your mind), you'll be sending those invoices in no time.

Let's dive in.

How to create an invoice on Shopify?

Creating invoices may seem difficult at first, but it's easy once you learn the basics. Here are the steps to create invoices for your customers on Shopify:

  1. Log in to your Shopify account and go to the Orders section.
  2. Click on the order that you want to create an invoice for.
  3. On the order details page, click the More actions dropdown menu and select Create invoice.
  4. Review the order details on the Create invoice page and make any necessary adjustments, such as adding or removing line items, changing quantities, or applying discounts or taxes.
  5. Optionally, you can customize the invoice template by clicking on the Customize button, selecting a different template, or editing the existing one.
  6. Once you're satisfied with the invoice details, click the Save button to create the invoice.
  7. The invoice will now be created and displayed on the order details page, where you can download, print or send it to the customer via email.

That's it! With these simple steps, you can easily create an invoice for an order on Shopify.

5 steps to send invoices to Shopify customers.

As you have already created the invoice, this step will be easy. Shopify has the default option to email the invoice to the customer. Here is what you have to follow to send the invoice,

Step 1: Go to the "Draft order"

From your Shopify admin screen, you can see the Orders button on your left-hand side. Clicking this will pull up an order list; clicking the Draft option at the top of that menu will take you to a listing of draft orders.

how email invoice shopify

Step 2: Select Email invoice.

On the Draft page, you can see all your draft orders and click on one to go to its Order details section. Once there, click on the blue button named Email invoice.

how email invoice shopify

Step 3: Type your message.

You will see a dialogue box pops up. In the dialog box, you'll see a field labeled "Custom Message For This Customer." In this space, enter your message to that particular customer. For example, you can say that the order has been processed and is on its way.

how email invoice shopify

Step 4: Double-check your mail.

You don't want to disappoint your customers by sending them an invoice with typos or other errors. So before sending those messages, double-check your work to ensure everything looks good.


Step 5: Shoot your message.

Once you have verified that your checking has been completed, send the notification.

how email invoice shopify

How to sell more while sending the invoice to your customers?

Just do me a favor, check your inbox, and see how many emails are opened. I bet you hardly read them.

Now, think about how many emails you have sent out that were not opened. I am sure you can count those emails on one hand. That's what the state of email is today. But compared to the CTR and open rates of other emails, order confirmation emails are getting 60% higher. This means that customers are more likely to read your order confirmation emails, which is a massive win for you as a business owner.


However, to win more sales and upsell more customers, you need to send confirmation messages that are more likely to be read and responded to. The solution? It's WhatsApp.

Let's be honest, I can't resist checking my WhatsApp even when I have zero notifications, and the best thing is hardly your competitor will use the channel. 

With a whopping 98% open rate, your customer will likely open your confirmation message. And if they don't, you can always send them another WhatsApp reminder in a few days.

And the advantage you have is the opportunity to upsell or cross-sell to them, as they already have the purchasing intent. With BiteSpeed, you can automate the entire process with a single workflow. All you have to do is set a rule like "If a customer buys X, recommend Y," and voila, your automation will start once the customer orders.

If you already have the purchase history, the work is even simple, as BiteSpeed automatically suggests the upsell and cross-sell products based on customer purchase history. You can also use BiteSpeed to send automated SMS reminders for your customers, which are highly effective in boosting conversion rates. 

You can configure these reminders per your business needs, like asking them to confirm their order, get free shipping or an extra discount on the next purchase, etc.

Isn't that amazing?

Moreover, it automatically sends review requests to customers; as it's like a chat, your customers are more likely to respond to review requests and leave a good review for your products, which will help you improve your ranking on Google. You can also use BiteSpeed as a customer service chatbot to assist customers with their queries, as it's like an automated support agent who can answer questions about your products.

And if you thought that was it, think again! There are even more strategies to boost your bottom line—but we can't spill all the beans just yet. So, if you want to know the whole strategy and get some extra tips straight from an expert's mouth (yes!), schedule a call with us today!

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