Q: Settings

First thing first, to access Settings, click on Settings (on the menu bar): <img src="https://storage.crisp.chat/users/helpdesk/website/-/3/0/3/a/303ac0df64f28400/image_sgyoye.png" alt="" /> The Settings feature in Vify gives you full control to tailor your experience and manage your invoices, emails, and store functionality efficiently. Let’s walk you through each setting: <ol> <li>**My Account: **Easily customize your store by updating your invoice logo, store name, address, company name, phone number, and email address to reflect your brand identity.</li> <li>Email Configuration: Use your own email for automation to ensure professional, personalized communication with customers.</li> <li>Order & Printing: Manage order documents effortlessly by choosing when to generate refund, picking bulk download options, customize file names, and sort items by title.</li> <li>Online Storage: Enable auto-upload for invoices, packing slips, and refund documents to Google Drive, or keep them disabled if you prefer manual uploads.</li> <li>Online Store: Add "Draft Order Create" and "Quotation Create" buttons to your cart page.</li> <li>Download buttons: Insert a “Download PDF Invoice” button into your Shopify order confirmation emails so your customers can quickly access their invoices.</li> <li>General: Set your preferred weight units, and customize your invoice and quotation numbering formats to fit your store’s needs.</li> </ol> ![](https://storage.crisp.chat/users/helpdesk/website/-/3/0/3/a/303ac0df64f28400/image_1vzxpe

Question 1

Add Download Invoice/Download Refund button to Shopify's confirmation email

Accepted Answer

This guideline gives information about how to add Download button to the Shopify's confirmation email/Refund email which is sent to your customer. Since Shopify does not allow apps to automatically update this, you need to manually insert the code, using instructions below:

Step 1:

In our app, select Settings => Download buttons, and the button you wish to add:

Step 2:

Hit Edit to customize the button to your liking, then this copy icon to copy to code:

Step 3:

In your Shopify admin page, go to Settings -> Notifications -> Customer confirmations:

Select the proper email template you want to update (we will select the Order Confirmation in this case) Under Order processing, click 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 2

Add frontend download buttons to Order detail page

Accepted Answer

To easily add a Download Invoice/Download Refund button to Order detail page within Customer Account, please follow the instructions here:

Go to Download buttons menu within our app's Settings, and click on the proper Enable button

or you can go to App Embeds tab under Themes customize

Enable the button(s) that you want to add, and customize it further to your liking

Hit Save so the changes are updated

To test it out, go to your Online Store, login to an account, and hit on an Order to view the detail, you should see the button there

> WHAT IF THIS BUTTON DOES NOT WORK ON YOUR WEBSITE?

Since this button is added using our theme extension, it is automatic, and might not work perfectly with your theme. In such case, you could consider the manual option, by manually adding the code to your theme. The instructions can be found HERE

Question 3

Add Download Invoice button to Customer's Account page

Accepted Answer

This guideline gives information about how to manually add "Download" button to your Customer's Account page. Since the code is added manually, you might need to remove them if you uninstall the app.

To use the Automatic option, please refer HERE.

THIS ONLY WORKS WITH CLASSIC CUSTOMER ACCOUNT, NOT NEW CUSTOMER ACCOUNT

FIRST OPTION: Adding the button to Order Detail page

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

Customize the button to your liking, then hit this Copy icon

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 (in some themes, it might be main-order.liquid, then paste the previous code at the bottom, and click Save:

_Customers can now se

Question 4

How to create a new gift card product

Accepted Answer

Our app uses existing Shopify gift card products in your store, so if you already have some, you don't have to create new ones.

In case you wish to do so, here is how to create gift card product, right on Shopify admin.

Go to Products -> Gift Cards tab, and click on the Add Gift Card product button
Fill in all the necessary details, in which:

Media: The list of images for your customers to select as gift card image
Denominations: The list of pre-made gift card values

Hit Save, and that is it

Question 5

Settings

Accepted Answer

First thing first, to access Settings, click on Settings (on the menu bar):

The Settings feature in Vify gives you full control to tailor your experience and manage your invoices, emails, and store functionality efficiently. Let’s walk you through each setting:

**My Account: **Easily customize your store by updating your invoice logo, store name, address, company name, phone number, and email address to reflect your brand identity.
Email Configuration: Use your own email for automation to ensure professional, personalized communication with customers.
Order & Printing: Manage order documents effortlessly by choosing when to generate refund, picking bulk download options, customize file names, and sort items by title.
Online Storage: Enable auto-upload for invoices, packing slips, and refund documents to Google Drive, or keep them disabled if you prefer manual uploads.
Online Store: Add "Draft Order Create" and "Quotation Create" buttons to your cart page.
Download buttons: Insert a “Download PDF Invoice” button into your Shopify order confirmation emails so your customers can quickly access their invoices.
General: Set your preferred weight units, and customize your invoice and quotation numbering formats to fit your store’s needs.

![](https://storage.crisp.chat/users/helpdesk/website/-/3/0/3/a/303ac0df64f28400/image_1vzxpe

Question 6

How to generate a new gift card code

Accepted Answer

By default, whenever a customer purchases the gift card product in your store, a gift code is generated on Shopify (and displayed on our app as well).

You could also manually create a new gift card code on our app, by following instructions here:

Go to Gift Card tab, and hit Issue Gift card

Fill in the information as asked

Hit Issue gift card, and it is done!

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