Every setting, explained with examples

Pick a template, upload your logo, and set fonts — the base look for every document.

• Choose one of 10 ready-made design templates, or switch to a fully custom color scheme
• Upload your logo and choose header alignment: left, centered, or right
• Override the currency symbol shown on documents, independent of the order's actual currency
• Set header, subheader and total font sizes independently (8–20px)

Your logo appears on every generated document, sized and positioned automatically.

• Upload a PNG or JPG logo — it's embedded directly into generated PDFs
• Combine with the Header Style option (Centered / Side by Side) to control the overall header layout

Use your own business details instead of pulling them from Shopify.

• Override name, address and VAT ID shown on every document
• Useful if your legal entity or billing address differs from your Shopify store profile
• Leave a field empty to fall back to the Shopify default

Control what customer information appears on documents, and manage stored VAT numbers.

• Toggle whether the customer's country and tax number are shown on documents
• Store and edit a customer's VAT/GST number for reuse across future invoices (Basic+)
• A saved number can also be corrected per-invoice from the Invoice Detail screen

The structural layout of the document — independent from the visual template.

• Layout Style: Standard, Compact, Modern, Classic, Executive, Minimal, or Corporate (colored header banner)
• Address Position: side by side or stacked
• Table Columns: show/hide product images, unit price, unit-price measurement ("Grundpreis"), SKU/variant number, supplier section
• Compact table style for denser line-item tables

The default billing country and currency new documents start with.

• Sets the default currency for Custom Documents and as a fallback across the app
• Independent from each order's actual currency, which is always used for real Shopify orders

The written parts of your documents — notes, terms and footer text.

• Invoice note, payment terms, footer text, packing slip note, and refund note — each editable independently
• Quick-fill templates give you a solid starting point you can then adjust

Add your social links to the document footer.

• Facebook, Twitter/X, Instagram, Pinterest and YouTube — add whichever apply, leave the rest empty
• Shown as small icons/links in the footer of generated documents

A personal touch — your signature image and a label underneath it.

• Upload a signature image (e.g. a scanned or digitally drawn signature)
• Add a label, such as a name or "Authorized signature"

Separate header text for regular invoices vs. draft order invoices.

• Set different header wording depending on whether the source is a completed order or a draft order
• Useful if you want draft-order documents to read as a "Quote" rather than an "Invoice"

How dates and prices are written on every document.

• Date Format: choose from several patterns, e.g. DD.MM.YYYY or MM/DD/YYYY
• Number Format: decimal and thousands separator style, e.g. Comma-Period (1.000,00) or Period-Comma (1,000.00)

Control whether and how tax and refund amounts are shown.

• Show or hide the VAT breakdown on documents
• Choose how refund amounts are displayed on refund documents

Fine control over the document's borders.

• Toggle top and bottom borders independently
• Set border color and width

Fine-tune whitespace across the document.

• Separate margin controls for header, address block, line-items table, totals and footer
• Useful for matching a specific paper layout or fitting more content on one page

An optional "Paid" stamp overlaid on settled invoices.

• Custom stamp text, color, style and position
• Only appears on invoices marked as paid

Add a scannable QR code to your documents, with dynamic content.

• Point it at the order number, the order's page, or a fully custom link/text
• Supports dynamic variables — see the Dynamic Variables Reference below

Override the tax rate for specific products or countries.

• Rules by product title or by country
• Takes priority over Shopify's own calculated tax rate on the document

A printable return form with your own reason codes.

• Define the reason codes customers can choose from (e.g. "Wrong size", "Damaged", "Changed my mind")
• Downloadable alongside the invoice on Basic/Business plans

Customize how bulk-downloaded files are named.

• Set a prefix and suffix applied to every filename in a bulk ZIP download
• A live preview shows exactly what the resulting filename will look like

Add a custom prefix/suffix to Shopify's order number.

• Prefix and suffix fields, each supporting dynamic variables — see below
• Optional "#" before the order number
• Live preview shows exactly how numbers will look before you save

Where payment info shows up, and what triggers automatic sending.

• Show payment gateway/method on documents (Basic+)
• Auto-Send Invoice Email toggle — the actual switch for automatic sending
• Choose the trigger: "order paid" or "order created"

Configure up to 4 payment reminder levels for manual sending.

• Choose how many reminder levels are available (1–4)
• Set timing for each level, e.g. "3 days after due date", "7 days after due date"
• Reminders are always sent manually, from the Send Invoice screen's "Send Reminder" tab
• Subject and message text for each level are edited separately, in Email Settings

Start over, without losing your history.

• Restarts the setup tour and clears design/company configuration
• Your invoice, download and email history is kept
• "Delete All My Data" (a separate, irreversible action) also removes history — use with care