How to Send an Invoice on Shopify in 2025: Full Guide
Why Sending Invoices Matters on Shopify
Whether you run a retail store or manage B2B sales, knowing how to send an invoice on Shopify is essential for:
- Order confirmation and proof of payment
- Customer trust and professionalism
- Record keeping and tax compliance
- Custom or manual orders
Let’s break down how to send an invoice in Shopify, even if you’re just getting started.
Table of Contents
Step-by-Step: How to Send an Invoice on Shopify
Here’s exactly how to send an invoice to a customer using Shopify:
Step 1: Go to the Orders Tab
From your Shopify Admin dashboard:
- Navigate to Orders
- Click on the order you wish to invoice
You can also use Draft Orders to generate an invoice before a purchase is made.
Step 2: Select “Send Invoice”
In the order details or draft order view:
- Click “More Actions” → Send Invoice
- Or use the “Email Invoice” button (varies by theme/app)
Step 3: Customize the Invoice Email
Edit the subject line or add custom messages. The invoice includes:
- Customer name and address
- Order summary
- Payment link (Shopify-hosted checkout page)
Tip: This works for both Shopify send invoice to customer and custom invoices.
Step 4: Click “Send”
Once you’re satisfied, click Send and your customer will receive a detailed invoice by email with a payment link.
Automate Invoicing with Shopify Apps
To make your workflow even smoother, you can automate invoice sending with apps like:
Order Printer Pro
- Automatically send branded invoices
- Supports packing slips & returns
- Includes PDF attachments
Invoice Hero
- Add business logo, legal notes, and custom colors
- Schedule automatic sends
- Offers free and premium versions
Want full automation? Choose apps that support Shopify send invoice on order placement or fulfillment.
Sending Invoices for Draft Orders
Draft Orders are perfect when a customer places an order outside of your storefront (e.g., phone, email, custom pricing).
Here’s how to use it:
- Go to Orders → Drafts → Create Order
- Add products or custom line items
- Add customer details
- Click “Send Invoice” – this generates a payment link
You can include notes, discounts, or custom shipping manually.
Use Cases for Sending Invoices on Shopify
Here’s when you should send invoice Shopify style:
- B2B or wholesale sales
- Manual orders or custom pricing
- Customer request for official receipt
- International transactions needing proper documentation
- Orders placed via social or phone channels
Pro Tips to Improve Your Invoice Game
- Customize Your Templates – Use branding, logos, and legal info
- Automate – Apps like Order Printer Pro save hours weekly
- Tax Compliance – Include VAT, GST, or sales tax based on region
- Multi-Language Invoices – Ideal for international customers
- Include Payment Links – Make it frictionless to complete payment
FAQs: How to Send an Invoice on Shopify
Can I send an invoice manually on Shopify?
Yes. You can send invoices via the Orders or Draft Orders section using the “Send Invoice” button.
How do I send an invoice on Shopify after an order?
Go to the Orders tab, click on the order, and choose Send Invoice from the options.
Does Shopify send automatic invoices?
Not by default. You’ll need apps like Invoice Hero or Order Printer Pro to set up automation.
Can I customize the Shopify invoice?
Yes. Use third-party invoice generator apps to add logos, colors, custom messages, and more.
How to send invoice on Shopify with a payment link?
Shopify includes a secure checkout link with every invoice email sent through Draft Orders or apps.
Final Thoughts: Mastering Shopify Send Invoice Workflows
Now that you know exactly how to send an invoice on Shopify, you can streamline your payment process and provide customers with a seamless post-purchase experience.
Whether you’re sending manually or automating with apps, proper invoicing helps build brand trust and keeps your operations compliant. If you’re serious about scaling your Shopify store, don’t overlook this critical step.
