Every module, explained

The app's landing page — every real Shopify order, ready to become an invoice.

Each row is a Shopify order. Use the quick date-range buttons (Today / Last 7 / 14 / 30 days) or open Advanced Filters for order number, email, tag, a custom date range, payment status and fulfillment status — active filters show as removable chips.

Per-order actions

• Click the order number to open its Invoice Detail screen
• The eye icon opens an order details modal (customer info, status, tags, comments, similar invoices from the same customer)
• The envelope icon opens the Send Invoice screen

Bulk actions

Select up to 10 orders at once to Download as ZIP, Download as CSV, Send Bulk Email (Basic/Business), or add a comment to all selected orders.

Order Insights & Statistics

The right-hand panel shows quick stats (revenue, average order value, unique customers, payment/fulfillment breakdown). The View Statistics button opens a fuller modal, with an "Advanced Insights" section (top customers, top tags, refund/pending totals) on Basic and Business plans.

Same screen as Orders, for Shopify draft orders (quotes and manually created orders).

Filters use a Draft Status option (Open / Invoice Sent / Completed) instead of payment status. Bulk actions are limited to downloading invoices — there's no bulk CSV export or bulk email for drafts.

The working screen for a single order's invoice — review, adjust, preview, download.

• Document type: Invoice, Packing Slip, Refund, or Pro Forma Invoice (Basic+)
• Language: choose the language for this specific document
• Downloads menu: download any document type; on Basic/Business also Return Form and Export to SFTP
• Fix Invoice: sends the order's data into Custom Documents so you can correct a field without touching the real Shopify order
• Tax card: apply a tax override rule or enter a customer's VAT/tax number
• Comments: internal notes, never shown to the customer
• Payment information card (Basic+, if enabled in Settings): payment gateway and method

Draft orders have their own version of this screen with a slightly simpler action bar (no Refund/Pro Forma, no Fix Invoice).

Build a document from scratch — not tied to a real Shopify order.

Use this for offline sales, manual quotes, or a corrected invoice sent over from "Fix Invoice". It has two tabs:

Create Document

• Invoice Details: invoice number, currency, document type (Invoice / Packing Slip / Quote), "valid until" date for quotes
• Design & Display: language, theme, date & number format, payment terms, footer text, VAT and tax settings
• Products & Addresses: add line items (title, variant, quantity, price, discount, tax rate, optional SKU/image) and shipping/billing addresses
• Saved Drafts: work in progress, saved locally in your browser (not synced across devices)

Generated Documents

Finished documents are stored server-side (your 50 most recent), with preview, delete, CSV export and bulk delete — unlike drafts, these are available on any device.

Customize the wording that appears on your documents, per language.

Pick a document type (Invoice, Packing Slip, Quote, Refund, Pro Forma, Return Form, Payment Reminder) and a language to edit, then override individual text labels inline. Set your shop's default language, or manage a fully custom language with JSON import/export. See the dedicated Languages page for the full list of supported languages.

The central configuration hub for how every document looks and behaves, with a live preview panel.

Organized into six groups: Design & Layout, Content & Text, Formatting, Special Features, Numbering, Payments & Reminders, and System. Every one of the 23 panels — with a screenshot, plain-English explanation and a concrete example — is covered on the dedicated Settings in Detail page, including a full Dynamic Variables Reference for the email, QR code and invoice numbering variables.

Everything about how invoice and reminder emails look and where they're sent from.

• A status card shows whether auto-send is active, with a link back to the trigger setting in Settings
• Sender Information: display name, reply-to, CC, BCC
• Email Template: subject and body, with a variable picker (customer name, order number, download link, shop name, and more)
• Payment Reminder Emails: separate subject/message for each reminder level, including a final reminder

Use Preview Email to see the template rendered with sample data before saving.

Reached via the envelope icon on Orders/Draft Orders — the review-and-send screen for one order.

Switch between Invoice and Packing Slip, then use the tabs: Send Invoice (To/CC/BCC/Reply-To, live email + PDF preview), Comments, and Send Reminder (pick a reminder level configured in Settings and send it manually).

Embed a "Download your invoice" button directly inside Shopify's own order-confirmation emails.

Copy the ready-made HTML (built from your Download Link settings) into a Shopify notification template, or customize the button's styling first. The Integration Guide tab walks through the exact steps in Shopify Admin → Settings → Notifications.

Your billing overview — plan changes happen through Shopify's native billing page.

Shows your current plan, monthly invoice usage with a progress bar, and a full feature comparison table across Free, Basic and Business. See the dedicated Pricing & Plans page for the complete breakdown.

A simple support form, right inside the app.

Name, email, subject and message, with an optional image or PDF attachment (up to 10MB). Support hours are Monday–Saturday, 9:00 AM–5:00 PM.

A complete audit log of every PDF downloaded and every email sent from the app.

An activity chart shows the last 14 days of downloads vs. emails; two tables (Downloads, Emails) let you trace any document back to its order, with date, time, type and status.

Automatically back up generated invoices to your own server for archival or compliance.

Enter your host, port, username and password, choose a folder structure (by year, or year and month), and optionally enable auto-upload so every invoice you generate is uploaded automatically. A live connection indicator and a Test Connection button confirm your setup is working, and an export history table tracks every upload.

Reached by selecting rows in Orders or Draft Orders — capped at 10 orders per action.

• Bulk PDF Download: one ZIP file with an individual PDF per order
• Bulk CSV Export: choose which columns to include — 13 fixed fields on Free, up to 25 selectable fields on Basic/Business
• Bulk Email BASIC+: sends one by one with a live progress and success/failure status per order