Shopify Invoice Generator - All You Need To Know

Jul 25, 2022

When running a business on Shopify, most stores will own a Shopify Invoice Generator. Without an efficient invoice service, the process won't operate smoothly for either new or established ones.

If you haven’t heard about it, you've come to the right spot. This article will cover all you need to know about Shopify Invoice Generator.

Table of Contents

What Is Shopify Invoice Generator?

Besides purchase order, an invoice is crucially necessary. Shopify invoicing generator is a tool that assists your business by creating invoices for the products and services you supply. Adopting an online invoicing software eliminates the need for manual processing that usually costs a considerable amount of time, but still maintains a professional level of current invoice guidelines and keeps invoicing uniformity in check.

Why should we use Shopify Invoice Generator?

The appearance of automation in all industries has provided us with software and technology options for running businesses efficiently. Invoicing has also been transformed by technological advancements.

When running a business, you will need to have a method to produce invoices for your customers. Previously, the time-consuming and laborious task was made easier by using off-the-shelf applications and software. Invoice software not only produces a professional appearance, but it also offers a method for itemizing each order. Keeping tabs on your outstanding bills is an absolute requirement for maintaining your orders. You will also require them in the event that you are subject to an audit.

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In general, there are some key benefits, including:

Saving time and money

Invoice software can save you money. Before these technologies, companies sent client invoices by mail and fax. Automating these corporate activities makes them easier and cheaper.

Reducing paperwork

All data is saved in the cloud and accessible from anywhere. Therefore, Large files should not be a burden to any manual workers. These programs scan client info, and using filters, you can easily access the data within a sec.

Cost-tracking

Invoicing tools help you track and find unpaid consumers. This saves time on customer research.

Time-based payments

Invoicing program creates and sends invoices rapidly. This ensures on-time payment to boost the cash flow. Automated procedures allow you to develop custom models and blueprints. You can accomplish this quickly and easily for each new client.

Storing customers' data

Growth of the business often depends mostly on customer relationships. To serve your customers well, you must know them well. Managing consumer data is vital. All data may be easily achieved with excellent invoicing tools.

What are some of the most often used tools for generating invoices in Shopify?

There is a tool that is owned by Shopify that can generate invoices for Shopify stores, and it is completely free of charge. However, remember that this tool is exclusively for your invoices, it does not assist you in the process of billing.

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You also have the option of selecting software that is provided by a third-party provider (we recommend some at the end of the article). These programs will provide automated shipments, tracking numbers, and multiple sales channels. With the help of Multiorders, you can quickly send invoices, payments, and purchase orders. All it takes is a few clicks.

Additionally, it offers some interfaces with all the most common shipping companies, allowing you to ship your orders with any of those carriers that you want. Simply make your carrier selection, and the order status as well as the tracking information will be automatically updated for you.

How to use Shopify Invoice Generator?

Although there are other automated invoice generators on the market at the moment, the Shopify Invoice Generator is 100% free and can be accessed by every store owner. Therefore, you are welcome to make use of the invoice processing at any time and for any number of times you want without incurring any costs.

To get things rolling, you'll only need to provide the necessary details about your business on a premade invoice template.

The following points are a rundown of the details you need to have in order to use the free generator:

  • Name, address, and email address of the company
  • Name, email address, and physical location of the customer
  • A unique invoice number and date
  • The emblem of your company (optional for branded invoicing)
  • A detailed inventory of the items that you want to be billed for
  • Any relevant notes

After having all the needed elements, you need to access The Free Invoice Generator website to fill in the required information in order to create the template. It is only a 3-step process, and you can also add any notes and customize the tax rate at the end of the submission.

Step #1: Filling company information

Besides company info, you will also have the option to include your company's logo and customize it with an image resizer app if needed. Invoices with your company's branding are an excellent approach to enhance customers' familiarity with your brand. By attaching the logo, your customers will enjoy a clear invoice that features an image of your business, so there is no question whether or not it came from you.

Step #2: Filling customer information

In here you need to fill in your customer's information, such as name, email, invoice number, customer's address, invoice date, Zip/postal code, etc.

Step #3: Items information

Now, you should add the items you wish to bill, including item's name, description, quantity, price, and other note (optional).

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After finishing step 3, your total, tax, and subtotal will be calculated automatically by the built-in calculator. When you have finished filling out the form, you will be able to access a free download of your invoice. This allows you to easily share it with your customers or send it to them.

The free invoice software offered by Shopify includes all the information that is essential for compliance with general tax requirements. However, before you use them as official documentation, you should discuss doing so with your tax specialist beforehand, so that the billing amount calculations are clear and accurate.

Does the free Shopify Invoice Generator have any disadvantages?

Consequently, making use of the free generator is a fantastic idea if your requirements for billing your consumers are relatively straightforward. On the other hand, if you have more intricate needs for your bills, you might find that using it is too difficult. Other disadvantages include the following:

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Lack of automated processes.

If you run a medium or big-sized online retail company, you'll need the ability to generate a significant number of invoices for your customers. This is where the free generator's disadvantages are immediately apparent. Using the free tool to manually fill out each individual invoice might be a very laborious process. It is not possible if you receive orders from thousands of customers every single day. You are going to need to make use of a program that features workflows that are automated.

Ignorance of the rules

As was previously said, you are required to discuss the free bills with your accountant or other qualified tax professional. The free tool makes use of just general information on taxes. There is a possibility that the free generator is completely unaware of any stringent tax laws that your state or country may have.

Just invoices and nothing else

You are only able to produce invoices with the help of the free tool. You won't get any assistance from it regarding the billing process.

Other third-party Shopify invoice generators

In the event that all you need is a program that can create invoices and nothing else, the Shopify application may nevertheless be the most suitable option for you. If, on the other hand, you have more stringent requirements or are directly running into any of the problems described above, it is a good idea to look into other third-party providers. In this article, we will go through the 3 most recommended service providers that can be your companion along the journey.

Surfio

Rating: 4.8/5 (434 reviews)

Pricing: starting at $19 per month.

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Surfio is a great solution for eCommerce store owners to make their own customized invoices. When orders are placed, paid for, or executed, this app delivers the bills. The software offers stunning templates from leading print designers with the option to change color and components to generate invoices that match your brand. The program supports over 30 languages and generates invoices in your customers' currency.

Key features:

  • Invoices and records are automatically created and submitted, Create workflows that are tailored to your company's specific requirements.
  • Audited by certified accountants to ensure that they comply with worldwide B2C and B2B distribution laws.
  • Clean design helps you build your brand effortlessly

Regarding pricing, there are 4 plans to choose from:

  • $19 per month for a BASIC plan.
  • $49 per month for a STANDARD plan.
  • $129 per month for a PREMIUM plan.
  • $499 per month for an ENTERPRISE plan.
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Shipway

Rating: 5/5 (442 reviews)

Price: Starting at $19.99 per month

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Shipping Automation by Shipway is one of the most popular options for every eCommerce business. The program personalized shipping labels and GST invoices with details like the supplier's name, shipping, and billing address, HSN Code, and GST Tax Calculation. The program lets you print papers, download weekly/monthly SGST, CGST, and IGST tax-wise information, or bulk download past orders. The Shipping automation program streamlines invoice processing.

Key features:

  • Mass uploading HSN codes and GST percentages for all products.
  • Summary reports from HSN/SAC.
  • To compute and display GST, set product prices as inclusive or excluding of tax.
  • The order subtotal is automatically calculated and increased to include SGST, CGST, and IGST.

Regarding pricing, there are 4 plans to choose from:

  • $19.99 for a BASIC plan
  • $39.99 for a SILVER plan
  • $99.99 for a GOLD plan
  • $169.99 for a PLATINUM plan
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Invoice Hero

Rating: 4.8/5 (256 reviews)

Pricing: Starting with just $3/ month

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It's no surprise that Invoice Hero is the all-time favorite invoice software for Shopify. Using the Invoice Stunning invoice designs will entice users to use the app in the first place. In addition, this software enables Shopify store owners to export their online business abroad by allowing them to use multiple currencies and languages. A gorgeous invoice with eye-catching logos will greet every customer that enters the shop. Shipping and tax fees, for example, are included in every invoice. Users of the Invoice Hero app can send invoices to other people via email. Invoices can be downloaded directly from the product website by customers.

Key features:

  • Quickly and easily generate professional-looking invoices for your clients.
  • Enjoy the convenience of paying in multiple currencies.
  • A one-stop Invoice to view, import, print, and resend using the app's free order Invoice template.

Regarding pricing, there are both free and paid versions, with 3 plans to choose from:

  • $3 for a GOLD plan
  • $7 for a SILVER plan
  • $8 for a GOLD plan
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Conclusion

While invoice generators are vital to any Shopify store, it is worth considering your needs and demands to choose a suitable provider among the wide variety of options for handling invoices. The free Shopify invoice generator, although its capabilities are quite restricted, is worth trying out before purchasing any other third-party invoice generators. To ace your shipping and fulfillment orders on Shopify, you should also check our following article Shopify Shipping Calculator.

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