There will be times when you'll need to send your customers a manual invoice as opposed to Shopify's automated invoicing and payment processing system.
Fortunately, it's a simple process and can be accomplished in a few simple steps:
Step 1: Click here to access our Official MerchMixer Invoice Creator (a Google Sheets file). It's a "read-only" file so you'll have to either make a copy of it on your Google Drive or download it on your computer as an excel file.
To make a copy of the file, simply click on the "File" menu and select "Make a Copy".
To download the file on your computer (in excel format), click on the "File" menu and scroll to "Download", then select "Microsoft Excel".
Step 2: Edit the Invoice with the details of your transaction and send it to your customers. They can then pay for the products using the details on the Invoice.
Step 3: Once you receive payment from a customer, update the invoice with the payment details and retain the file for your record keeping.
If you are experiencing issues that none of our articles has helped you solve, please contact us by clicking the button below:
USEFUL LINKS:
If you'd like to know more, chat with us in Messenger ๐