How to Create an Invoice on Shopify for Manual & B2B Orders
If you’re running a Shopify store, knowing how to create and send invoices is important for proper order tracking and professional communication with customers. Shopify allows you to automatically send order confirmation emails that work as invoices, but you can also generate manual invoices for draft orders or B2B clients who need a payment link.
In this complete guide, we’ll explain every method to create an invoice on Shopify from built-in features to advanced invoice apps so you can keep billing simple and organized.
If you're setting up a wholesale or B2B storefront, make sure to explore Shopify B2B & Wholesale Channel setup services for more advanced invoicing requirements.
What Is an Invoice on Shopify?
An Invoice is a document that tells the purchase report, like what products are purchased, item quantity, amount, tax, discounts, shipping address, etc. If you are selling products directly to customers or using a B2B store, then invoices are an important part of the Business to track records effectively. Also, provide the proof of purchase to the customers. In this guide, we’ll walk you through the different ways to create an Invoice on Shopify.
Methods to Create an Invoice on Shopify
There are different ways to create an invoice. Some of these are given below.
- Automatic Invoices
- Create a Manual Invoice Using Draft Orders
- Install a Shopify Invoice App
If you are setting up store pages or functionality, you should also learn how to add pages in Shopify and manage checkout settings.
Method 1: Automatic Invoices
Shopify sends the order confirmation email automatically after checkout. This order confirmation email acts as an invoice for the customers. Follow these steps to enable Automatic Invoice.
Step 1: Navigate to Shopify Admin > Settings.
Step 2: Scroll down to the Notifications tab.
Step 3: Click on the Customer Notifications tab.
Step 4: Next, click on the Order confirmation tab.
Step 5: Preview your Email template. If you want to edit the template to show more details, then click on the Edit code button.
Step 6: Save the changes.
Method 2: Create a Manual Invoice Using Draft Orders
If you have created a manual order using the Shopify admin and want to send the invoice before payment, then follow these steps.
Step 1: Navigate to Shopify Admin > Orders > Drafts
Step 2: Click on the Create Order button.
Step 3: Add the products using the Browse or Add custom item button.
Step 4: Select the product and click the Add button.
Step 5: Add the customer here.
Step 6: Click on the Send invoice button.
Step 7: Review the Invoice and click the Review Invoice button.
Step 8: Click on the Send Invoice Button.
Note: Shopify will send an email to the customer with the checkout link attached. Once the customer pays that draft order automatically converted into a completed order
Method 3: Install a Shopify Invoice App
If you need a more advanced way to send invoices to customers, then install an app from the Shopify app store. Follow these steps to install an app from the Shopify Theme store.
Step 1: Navigate to Shopify Admin > Apps.
Step 2: Click on the App and sales channel button.
Step 3: Visit the Shopify App store.
Step 4: Search for the app, such as Order Printer Pro.
Step 5: Install the App.
Step 6: Reconfirm the installation in the Shopify Admin.
Step 7: Follow the setup guide to integrate the app with your Shopify Store.
Step 8: Navigate to the Manage Templates and create a new Template or edit the existing one.
Step 9: Save the changes.
Step 10: Navigate to the Draft orders and select the order from the list.
Step 11: Check the Invoice box and click on the Print button.
Some popular apps are listed below:
- Order Printer Pro: PDF Invoice
- Order Printer Pro: PDF Invoice
- ezInvoices | One‑Click Invoice
- Shoptopus: Invoice Generator
- Simple Invoice ‑ Order Printer
- Invoice Hero PDF
Conclusion
Creating invoices on Shopify is quick and flexible. Whether you rely on automatic order confirmations, send invoices manually through draft orders, or use an invoice app for extra features like branded templates and PDF downloads.
Keeping your invoicing process smooth helps customers trust your business and ensures accurate record-keeping for every sale. Start sending professional Shopify invoices today and manage your orders like a pro!
If you want a fully professional and automated invoicing setup, consider checking out our relevant services:
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