Q: Add Download Invoice button to Shopify's confirmation email

This guideline gives information about how to add Download button to the Shopify's confirmation email which is sent to your customer. Step 1: In our app, select Settings =&gt; Frontend Download option on the sidebar: <img src="https://storage.crisp.chat/users/helpdesk/website/303ac0df64f28400/image_v70igg.png" alt="" /> Then: <ol> <li>Select option for Order or Draft order (In this article, it is about Order. To access setup for Draft order, please go to this LINK</li> <li>Edit everything as you wish</li> <li>Preview the buttons</li> <li>Scroll down and click Copy to copy the code</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/303ac0df64f28400/image_5iopv5.png" alt="" /> Step 2: In your Shopify admin page, go to Settings -&gt; Notifications -&gt; Order confirmation: <img src="https://storage.crisp.chat/users/helpdesk/website/303ac0df64f28400/image_8w4ltc.png" alt="" /> Paste the code from Step 1 onto Email Body (HTML), normally right before </body> tag at the bottom: Click Save to finish. Then you can make a test order on Shopify to see what it really looks like.

Question 1

Add Download Invoice button to Customer's Account page

Accepted Answer

This guideline gives information about how to add "Download" button to your Customer's Account page.

FIRST WAY:

Step 1: In our app, select Settings => Frontend Download option on the sidebar:

Then:

Select option for Order
Edit everything as you wish
Preview the buttons
Scroll down and click Copy to copy the code

Step 2: In your Shopify admin page, click on Online Store -> Themes, then Actions -> Edit code:

Step 3: Look for customer/order.liquid in Templates, then paste the previous code at the bottom, and click Save:

Customers can now see the Download button(s) when they view orders from their Account page.

SECOND WAY:

You could also add the Download button on the order list page, like this:

Steps are as below:

Step 1: In our a

Question 2

Add Download Invoice button to Shopify's confirmation email

Accepted Answer

This guideline gives information about how to add Download button to the Shopify's confirmation email which is sent to your customer.

Step 1:

In our app, select Settings => Frontend Download option on the sidebar:

Then:

Select option for Order or Draft order
(In this article, it is about Order. To access setup for Draft order, please go to this LINK
Edit everything as you wish
Preview the buttons
Scroll down and click Copy to copy the code

Step 2:

In your Shopify admin page, go to Settings -> Notifications -> Order confirmation:

Paste the code from Step 1 onto Email Body (HTML), normally right before tag at the bottom:

Click Save to finish.

Then you can make a test order on Shopify to see what it really looks like.

Question 3

Settings

Accepted Answer

This guideline gives you information about what are included in our app's Settings.

To access Settings, click on Settings (on the menu bar):

Customize store information to be displayed on invoices.

Upload logo to display on the invoices
Update your Store information
Select unit to display the product weight
Select options for multiple download (in 1 big pdf file, or 1 zip file of small pdf files), and display invoices before or after orders have been modified (edited/ refunded)
Set up configuration to use email automation with your own email address
Set up custom Invoice number and Quotation number
Sync your pdf to Google Drive
Set up Front-end "Download" button with attached pdf

Hit "Update" to save all the changes.

Question 4

How to create a new gift card product

Accepted Answer

To create a new gift card product on our app, please follow the instructions here:

Go to Products tab and hit Add gift card product

Fill in all the necessary information to proceed

Title: Your gift card title
Description: Your gift card description
Media: Add images to your gift card product, and select the one you wish to be the main picture
Denominations: Add value and price of gift card Note: The value field and either be a value (number) or title (text) For example:
If you set value as $100 and price as $90: Customer buys the gift card for $90, but the gift code value would be $100
If you set the value as Birthday, and the price as $90: Customer buy the gift card for $90, and the value is also $90
Status: Set status of the gift card product
Tags: Add different tags to this product if you wish
Gift card expires: Set the gift code, once generated, to expire after a certain period of time

Hit Update and that is it!

Question 5

Can I use my custom template for PDF invoice?

Accepted Answer

We do offer invoice template customization service.

If you wish to use your own invoice template, please reach out to us directly on LiveChat within the app, or send us an email at support@vify.io

Question 6

How gift card email works vs Shopify email

Accepted Answer

By default, whenever a gift card code is generated and the customer is assigned to it, Shopify will send an email to the customers.

On our app, we also send customers an email when our gift card product is purchased.

If you wish to change this behavior, please go to Settings -> Gift Card Email tab

Gift Card assignment enabled: Gift card once purchase is assigned to recipient -> Shopify email will be sent
Email automation enabled: Our gift card email is sent automatically everytime

Set that up as you wish to.

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