Help Center
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Guides for every page of the app, written for the merchant doing the work, not the developer.
Getting Started
Install, first setup, and where the actions live.
Documents
Invoices, estimates, bulk actions, history and numbering.
- Generate, print, send or download an invoiceThe four single-order actions, what each one does, and what happens when a PDF already exists.
- Bulk print, send and downloadSelect up to 25 orders at a time; sends run in the background with a progress list, downloads arrive as a ZIP.
- Estimates for draft ordersQuote from a draft order with its own numbering, a validity statement and payment terms; the estimate links to the invoice once the order is placed.
- Document history and version historyThe History page lists every document and its delivery status; every regenerated PDF becomes a new version, and Enterprise plans add finalized holds, longer retention and the version history view.Version history: Enterprise
- Invoice numbers, void and reissueNumbers are allocated once per order before the first real render and never reused; a voided number stays a documented gap.
- Why did my invoice email not arrive?The checks to run when a customer says the invoice never came: plan, test mode, suppression list, sender domain, and the document's own history.
Templates
Built-in themes, the Template Editor and per-order edits.
- Built-in themes and the theme previewFive themes per document type; the preview page changes colours, fonts, labels and block text on any plan without creating a copy.
- The Template EditorCustomize a theme into your own template: a visual Preview mode with per-block settings and inline text editing, and a Code mode for Liquid, HTML and CSS.Medium Business
- Per-order document editsEnterprise plans can edit a single order's document without touching the template: text overrides, block settings and even code.Enterprise
- Page numbers, payment date, amount due and line discountsOptional rows and settings that make an invoice complete: where each one is switched on and when it prints.
- Liquid variables for custom templatesThe order, customer, line item and total variables available in Code mode and Custom Liquid blocks, with the money, parse_json and render filters.Medium Business
Settings
Every settings page, one article each.
- General settingsDate format, currency and number format, what happens after generating, the existing-PDF rule and bulk print quality.
- Store & BrandingLogo, signature, custom fonts, store information synced from Shopify, tax identifiers and social links printed on documents.
- Email and deliverySender name and address, domain verification with DNS records, test mode, the email template per document type and the Delivery Issues list.Medium Business
- Document NumberingNumber patterns with tokens, sequential or order-number mode, yearly or monthly resets and the editable next number, per document type.
- AutomationSend or generate automatically on an order event, with conditions and a first-time-only or every-time policy, per document type.Medium Business
- LanguagesTwelve document languages on every plan; per-customer language and per-language label editing on Large Business and above.
- TaxEU reverse-charge notices with the right legal basis, buyer VAT detection, manual VAT entry and VIES validation.Reverse charge and VIES: Large Business
- MetafieldsPick which Shopify metafield definitions to expose to templates, per owner type, and add unstructured ones by namespace and key.Enterprise
- Customer Invoice Download LinksGive customers a signed link to their invoice: an email snippet, a customer account snippet and the Download Invoice checkout block.
- API Keys and WebhooksMint API keys for the public REST API and register outbound webhook endpoints for document events.Enterprise Plus
- Currencies and number formatsPrint in the customer's currency or your store currency, add a store-currency row under the total, and choose how numbers are written.Document currency: Large Business
Integrations
Shopify Flow, the REST API and webhooks.
Plans and Billing
Limits, upgrades, trials and cancelling.
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