Customize your invoices and attach them as a pdf in your order emails. Or send them with a click of a button to the customers with the Reservety awesome feature. To start customizing invoices follow the tutorial below!
Start by enabling invoice in your store!
1. Go to Invoice Designer
To enable invoice – go to the website designer > invoice designer
2. Enable Invoice
Enable invoice by clicking the ‘yes’ radio button
3. Assign Invoices to Order Statuses
Choose for which order status you want to send invoices to the customers. The invoice will be sent to the customer when the order has that status.
4. Attaching Invoice PDF in Email
Select yes from radio button if you want to attach invoice pdf in order email.
5. Enable Print Option for Customers
From the next option, you can allow customers to print invoices in the order email. You can also choose for which status print option is shown.
6. Add and Upload Logo and Signature
Next, add your logo to be shown on the invoice and the signature. The signature is optional but it is good to have one. After upload is done, click on the ‘update settings’ button to save.
7. Setup Invoice Number
Click on the Invoice number tab. And choose the number format and number length for your invoices. Then click the ‘Save Invoice Number Setting’
8. Customize Invoice
Finally to start customizing invoices. Click on the ‘Customize’ Tab on the top.
9. Creating a New Invoice Template
Finally to start customizing invoices. Click on the ‘Customize’ Tab on the top. You can also create a new invoice template from scratch by clicking on ‘create new template’ under “my template’
10. Edit Fields
Now you can add or remove fields in your invoice from the switch button on the right panel. To edit the fields like store name, address, logo, return policy, and footer. Go to settings > invoices > General tab
To simply edit font size and color. Click on field to reveal setting and change
To save the invoice template click on the ‘save’ button on the top-right.