There are three potential ways to create invoices for your orders: 


Email 

Printer Friendly Receipt 

Packing Slip 


The ways that you can create invoices for your orders.   

Email invoices are automatically sent out when the order is placed OR when an order is moved to "Shipped/Completed Status" (depending on what you have it set to)   

  • Settings> Store Settings > Notifications > Send Customer Receipt and Admin Order Email when...   


To customize the email invoice    


   

  • Go to Design> Edit Emails > Customer Order Receipt Email (Manage) 
  • Here you will be able to change the appearance of the email.   
  • Make a copy of the 'Default' template by clicking the copy icon

    note: You can not make changes to the default, you will have to make a copy of it before the edit link will appear.   

  • Name the new template 
  • After you make your changes and you want to see what it will look like, click the preview link.   

          note: The "tokens" in the preview email will still look like "##example##". 

           There is no order or customer information so it displays the token itself in this preview example.   

  • Click Save when done.
  • Be sure to select your new template as the 'active' template and save.   


To edit/print a printer-friendly receipt



This is located in the order details in the admin area and in the order detail located in the customer account.

  • Go to Orders > View or Manage Orders > Select one or more orders from the left hand side.
  • Select Action > Batch Printer Friendly Receipt

OR

  • Go to Orders > View or Manage Orders > Click on an Order Number > Select Action > Printer Friendly Receipt
                    

If you would like to change how the Admin Printer Friendly Receipt looks then you would need to do the following:   

  • Go to Design> Template Layouts > Admin Printer Friendly Receipt (Manage)    
  • Make a copy of the 'Default' template by clicking the copy icon

    note: You can not make changes to the default, you will have to make a copy of it before the edit link will appear.   

  • Once the copy has been made then you will see an edit iconon the list beside the copy you just made   
  • Click "Edit" and make the changes that you would like and save.   
  • Be sure to select your new template as the 'active' template and save.   


To edit/print a packing slip invoice   



This is located in the order details in the admin area.
Typically, this is used to send with the order when you are shipping it to your customers.    


If you would like to change how the Admin Printer Friendly Receipt looks then you would need to do the following:   

  • Go to Design> Template Layouts > Admin Packing Slip (Manage)    
  • Make a copy of the 'Default' template by clicking the copy icon

    note: You can not make changes to the default, you will have to make a copy of it before the edit link will appear.   

  • Once the copy has been made then you will see an edit iconon the list beside the copy you just made.
          
  • Click Edit and make the changes that you would like and save.   
  • Be sure to select your new template as the 'active' template and save. 


To print the packing slip:

  • Go to Orders > View or Manage Orders > Click on an Order Number > Select Action > Print Packing Slip