As a business owner, you know that one of the most important parts of running a successful company is making sure you get paid for the products or services that you provide.
Invoicing is a critical part of this process, as it ensures that your customers know what they owe and when payment is due.
While you can hire someone to handle your invoicing for you, it’s also possible to create your own invoice template in Shopify, which is a handy tool for small businesses.
Creating an invoice template in Shopify is relatively simple and only takes a few minutes. Here’s a step-by-step guide:
1. Log in to your Shopify account and go to the ‘Settings’ page. This can be found in the left-hand sidebar menu.
2. Select ‘Invoice Settings’ from the list of options.
3. On the Invoice Settings page, click ‘Add Template. ‘
4. Enter a name for your new invoice template. This can be anything you want – it’s just for internal reference so you can easily identify the template later on.
5. Choose a layout for your invoice template. There are three options to choose from: single column, two columns, or three columns.
Single column: This option is best for businesses that have a lot of text on their invoices, as it will make the document easier to read.
Two columns: This option is best for businesses that want to include images on their invoices, as it provides more space.
Three columns: This option is best for businesses that want to include both text and images on their invoices, as it provides ample space for both.
6. Select a font size for your invoice template. There are four options to choose from: small, medium, large, or extra large.