General Setup/FAQ

• Settings

  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 SelPopular

• Can I use my custom template for PDF invoice?

  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.ioPopular

• Can I edit invoice interface to send to customers?

  Yes! You can edit/customize all the invoices using our provided invoice templates (add/remove different information to be displayed, change invoice theme color, order note, etc) This invoice template will be used for automation email, which automatically send emails with attached PDF Invoice to your customers.Few readers

• I want to print all PDF invoices of today. Is it possible?

  Yes! Our app supports downloading/printing multiple order invoices at once. On Dashboard -go to Orders to access orders list: Select all orders you want, or filter them with the filter tool on top: Select Action -Download multiple invoices:Few readers

• My customers are all French, how can I make my invoices 100% in French?

  Our Easy PDF Invoice app does support multiple languages. To change the Invoice language, go to Translation -Setup -Select French from the dropdown list -Update. You can manually change/edit all fields by going to Translation -Translate -edit texts -Update. This appliesFew readers

• How can I reach out to VIFY Team?

  To create tickets for us, there are 3 main ways that you could try: 1. LiveChat within the app This is the best and fastest way to get our attention. We are online almost 24/7, so feel free to ping us when you need anything, 2. Directly from your mailbox: You only need to send an email to support@vify.io, describing the issues, queries about our applications. It is recommended that you attach any screenshot/picture/video related to the issueFew readers

• Change the app's language

  Our app automatically detects the language you set on your Account setting, so in order to update the app language, please change this setting accordingly, with the instructions below: 1. Go to Manage Account section on your Account setting 2. Scroll down to Seclect Language, and choose the one of your preference (https://storage.crisp.chat/users/helpdesk/website/303ac0df64f28400/imFew readers

Main features within the app

• Email automation

  This guideline gives you information about how to set up Email automation with our app. Email automation helps you automatically send emails to your customers, with the PDF invoice attached, when orders are placed, fulfillments are created/updated, or refunds are processed. To access Email Automation, click on Email -Email Automation (on the menu bar): You caSome readers

• Edit template

  This guideline gives you information about how to edit different sections in your template for Invoice/ Packing Slip/ Refund. To edit a specific template, click the Edit button on that template: You will then be on the Edit page: Editing template: Edit sections: Users can freelFew readers

• Download multiple invoices

  This guideline gives information about how to Download multiple Invoice/ Packing Slip/ Refund in our app. When you select multiple orders and choose "...", you can Download those multiple PDF to your device/ Upload those to Google Drive We offer 2 ways to download multiple invoices: either in 1 big PDF file, or all separate in 1 zip. To select which one that fitsFew readers

• Commercial invoices

  With PREMIUM package, merchants can display some additional information to the invoice, to make it more efficient: - Customer VAT number (https://support.vify.io/support/solutions/articles/69000451289-display-vat-number-or-any-identification-number-on-invoices) (https://storage.crisp.chat/users/helpdesk/website/96ebaaaed9ab5000/fc9667f4-b58f-436a-aFew readers

• Quotation

  This guideline gives information about how to process a Quotation/ Pro Forma in our app. With PREMIUM package, merchant can create Quotation/Pro Forma invoices as they like. Simply access by clicking on the Order -Quotations button on the menu bar: Filter quotatiFew readers

• Print/ Download invoices from Shopify Admin

  This guideline gives information about how to Print and Download your Invoice/ Packing Slip/ Refund from your Shopify Admin. On Shopify’s order detail, select 1 or more orders, then click More actions then choose Print with Vify Order Printer. You will then be redirected to our app to proceed.Few readers

• Invoice list

  This guideline gives you information about what are included in our app's Invoice List. On the sidebar menu, select Invoices to access the invoice list and select Orders on the menu bar: You will then access the Order list: With:  Order filter: Users can filter orders by: Order number or customer, Order status, Payment status, Fulfillment status, and DateFew readers

• Template list

  This guideline gives you information about how to select and change the default template for your Invoice/ Packing Slip/ Refund. To access the Template list, simply click Templates (on the sidebar or the menu bar): Template page will display all enabled templates: Select template for Invoice/Packing Slip/Refund/Draft Order (https://storage.crisp.chat/users/Few readers

• Directly print any order invoices

  This guideline gives information about how to print Invoice/ Packing Slip/ Refund of your order in our app. To print an invoice of any order, click on the Print icon of that specific order, then choose the PDF file (Invoice / Packing Slip / Refund):Few readers

• Translate invoice language

  This guideline gives you information about how to: Choose default language for your invoice Manually translate terms in your invoice All invoices can be translated into other local languages besides English. Setup language To access Translation setup, click on Translations (on the menu bar) -Languages -then Select the language you want to translate invoices to: (https://storage.crisp.chat/users/helpdesk/website/303ac0df64f28400/xnip2024-01-2318-4Few readers

Frontend Download Buttons

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

  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: HitPopular

• Add frontend download buttons to Order detail page

  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 EnSome readers

• Add Download Invoice button to Shopify's Order Success page

  This guideline gives information about how to add "Download" button to Shopify's Order Success page which your customer sees after placing an order. 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 theFew readers

• Add Download Draft Order Invoice button to Shopify's invoice email

  This guideline gives information about how to add "Download" button for Draft Order invoice to Shopify's invoice email. Since Shopify does not allow apps to automatically update this, you need to manually insert the code, using instructions below: Step 1: Similar to the Order invoice, the DRAFT ORDER INVOICE can be edited and selected by going to the Download buttons page in our app.Few readers

• Insert Download Invoice link to SMS

  If you want to insert a link so customers can download the invoice directly from their SMS, here is the instructions to do so: Step 1: Go to Frontend Download page on our app, and copy the link on href of the first button (it should be between the 2 " ": Step 2: Go back to Shopify, under Setting -Order Confirmation -SMS, add this link, and text before that if you like:Few readers

• Add a Quotation button to your Cart page

  This feature requires you to be on PREMIUM feature or higher Instead of manually create a quotation when customer requests, you can add a Quotation button to your cart page (or anywhere in your store, but we recommend the cart page for the best experience), so customers can easily and quickly generate the quotation whenever they want. Please note that this requires the cart to have at least 1 item in it, since this button generates a quote with those said items To do so, kindly folloFew readers

Add customers' VAT/GST/... number

• Display Customer's Tax Number using Customer Note

  This guideline gives information about how to display your Customer's Tax Number using Customer Note of Shopify. If Customer's Tax number (in this article we will simply use VAT number) is required, you will need to show them on the invoices. By default, Shopify does not allow adding additional fields on checkout, but you could try this alternative solution: When customers sign-up for an account on your store, you can ask them to write down the VAT number, by simply adding a fieldSome readers

• Display Customer's Tax Number using Company field

  This guideline gives information about how to display your Customer's Tax Number using Company field of Shopify. To do this, please follow the instructions below: Step 1: In Shopify admin, Go to Settings -Checkout and accounts Step 2: On Customer information, make Company name Required (https://storage.crisp.chat/users/helpdesk/webFew readers

Verify your own sending domain

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