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 invSome readers

• 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.ioSome readers

• 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

• 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

• 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. (https://storage.crisp.chat/users/helpdesk/website/4731b0e489a1c800/988991b1-Few 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 Automation (sidebar menu), or Email -Email Automation (on the menu bar): (https://storage.crisp.chat/users/helpdesk/website/f6fe9648646af000/7d428Some 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:   EditingFew 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: (https://storage.crisp.chat/users/helpdesk/website/2572a7c97e5fc200/9f9ec858-686e-4d73-a284-0Few 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

• 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

• 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 (https://storage.crisp.chatFew 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/10202da424fa0c00/542b15b9-0e53-4bFew 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): You will be able to view that PDF detail: (https://storage.crisp.chat/users/helpdesk/website/33ada69a3f54de00/dbFew readers

• Print and download multiple invoices

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

• Order list

  This guideline gives you information about what are included in our app's Order List. On the sidebar menu, select Orders to access the order list, or 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 DatFew readers

Frontend Download Buttons

• Add Download Invoice button to Customer's Account page

  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 coPopular

• 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 => 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 2Popular

• 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. Step 1: Similar to the Order invoice, the DRAFT ORDER INVOICE can be edited and selected by going to the Frontend Download page in our app. Under Liquid Embedded Builder part, modify the buttons as you wish, then click Copy toFew 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 clFew 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 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 fieldFew 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

• Use Vify's account: Steps to verify domain

  This guideline gives information about how to verify your store on Email but still use Vify's Web Service. With PREMIUM package, you can send automation emails from your own mailbox. To do so, please go to Settings -Email Configuration, then enable it. If you're using custom domain from any supplier (GoDaddy for example), you will need to select "Use Vify's account and verify your domain": (https://storage.crisp.chat/users/helpdesk/website/f5ebe563e71c5000/Few readers