Getting Started
How to install the app?
With Fordeer PDF Invoice Generator, you will have an efficient billing process which helps to raise your own professionalism. The below guideline shows you how to install this powerful Shopify app. Access the Shopify App Store and search Fordeer on the search box. Click Add app to access the settings page (https://storage.crisp.chat/users/helpdesk/website/190039ccb2373600/forSome readersIntroduction Fordeer PDF Invoice Generator
Welcome to the Fordeer PDF Invoice Generator Fordeer Invoice Generator is a flexible & friendly app that every store owner needs. It helps you manage your professional PDF invoices easier with tax compliance. PDF invoices will be attached to emails and automatically sent to you, your customers, or third parties when triggered by specific events. This powerful feature helps you eliminate time-consuming tasks and get a faster payment process. Fully customize and edit code invoice templSome readers
Settings
How to create metafield definitions?
By enabling you to record customized data that is typically not captured in the Shopify admin, metafields enable you to customize the functioning and appearance of your Shopify store. Metafields can be used in a variety of ways, such as to display specialized information on your online store or for internal tracking. For instance, a seller of candles could wish to include the burn time for their candles on their product pages, while a grocery store might want to display a product expiration daSome readersHow to add Download button to Shopify’s confirmation emails?
This guideline will help you learn more about how to add the Download button to Shopify’s confirmation emails. Step 1. Set up and modify the Download button Firstly, you need to access the Settings page on the sidebar. Then select Frontend download.Some readersHow to download invoices as ZIP file?
With this feature, you can easily download all your invoices in a single ZIP file, which includes separate PDF files for each order. Kindly go to Settings on our app, then select Custom Numbers, here you can see Download as ZIP file. If you enable this feature, the ZIP file downloader will automatically activate, replacing the normal downloader when you choose to download more orders than the current settings allow. (https://storage.crisp.chat/users/helpdesk/website/190039ccb23Some readersHow to change the Refund ID Format shown on the invoices?
You can customize your refund ID format by changing the prefix or adding a suffix. Kindly go to Settings on our app, then select Custom Numbers, here you can see Refund ID Format, you can change two options to meet your demands and ensure legal compliance. Please remember to click Save to change all the modifications. At the moment, youSome readersHow to adjust settings?
This guideline will show you details which available in our app’s Settings To access Settings, click on Settings on the Dashboard page Customize your store’s information that would be displayed on the invoices. Update your shop’s basic information: logo, aSome readersHow to custom the invoices name?
You can personalize the printing or downloading file names. Kindly go to Settings on our app, then select Custom Numbers, you can observe Custom Name File. You can change the names of the invoice/ packing slip/ draft order/ order/refund. We provide some variables for you to change the name of the files including order.id , rand , order.name . (https://storage.crisp.chat/usersFew readersHow to set default templates?
This guideline will help you give you information about how to set a default template to start customizing following your needs. Firstly, click Templates to access the templates gallery. On this page, they are separated to 3 fields: templates, installed templates, and templates gallery. Templates gallery included pre-made beautiful templates; Installed templates includedFew readersHow to add value to the metafield in the product setting?
After creating metafield definitions successfully, you will need to add value to the newly created metafields in each product. This guideline will show you 2 ways to do it: Add metafields one by one Add metafields in bulk Add metafields one by one In Shopify admin, go to Products and choose the products you want to add more information to through metafields. (https://storage.crisp.chat/users/helpdesk/website/190039ccb2373600/fordeer-store-products-shopify1rum2dk.Few readersHow to show 2 types of currencies in the invoices?
Stores running on Shopify can display product prices in different currencies making your customers' experience smoother and more seamless, providing them with the ability to pay for their orders in their local currency. If your Shopify store sells in multiple currencies, Fordeer can create and send invoices and receipts to your customers in the currency of purchase. Our application allows you to show 2 types of currencies in the invoices. The system will automatically detect and displaFew readers
Customization
How to add more custom fields for invoice templates?
This guideline will show you how to add more custom fields for invoice templates. To begin with, please access the Templates page, then click Customize to start. Click Footer to access where you can add more custom fields for your invoice templates. TurnPopularHow to customize your unique invoice templates? - A step-by-step guide
Small firms must make a professional template in order to design invoices. With a clear, easy-to-read invoice format, a well-designed invoice will promote your brand and encourage customers to pay promptly. How to customize your unique invoice templates with Fordeer Invoice Order Printer? Be unique, and only by customizing your invoice templates. Following this step-by-step guide, you will own beautiful templates for your brand. On the sidebar menu, click Templates then click CustomSome readersHow to change your logo directly?
This guideline will show you how to change your logo directly on the Customization page. First of all, go to Templates page and select the one you want to change logo, then click Customize to start. Click Brand & styling You can see easily the ChangSome readersHow to display metafields on the invoice templates?
How to create metafield definitions How to add value to the metafield in the product setting This guideline will show you in detail how to display metafield values on billing documents. First of all, go to the Templates page and select the template you want to display metafields. Click Customize (https://storage.crisp.chSome readersHow to display PO number on the invoice?
A PO number, or purchase order number, is a specific reference code that's assigned to a purchase so that it can be tracked throughout the order process. PO numbers are found on purchase order documents and are legally binding, helping both the business and the buyer reference their orders easily. These instructions will show you how to display the PO number on the invoice templates of your Shopify store. On the sidebar, click Templates to go to the Templates gallery. Then select the templSome readersEdit code templates
The guide below will give you a detailed description of how to edit the code of a template. Let’s find it out: To access the Theme library, click Templates on the dashboard bar: The Templates page will display all enabled templates. You can easily edit the code both in Themes and Theme library (https://storage.crisp.chat/users/helpdesk/website/190039ccb2373600/fordSome readersHow to brand and style your billing documents?
How to brand and style your billing documents? Be unique, and only by customizing your invoice templates. Following this step-by-step guide, you will own beautiful templates for your brand. On the sidebar menu, click Templates then click Customize to start. Select the template that you want to brand & style. Show logo Put a checkmark in the checkbox Show logo . Just with one click, your company’s logo will be displayed on the billing documents. In the template, the prevFew readers
Language & currency
How to set the default language and manually translate?
The guideline below will give you a detailed description of how to set the default language shown in your billing documents, and how you can manually translate information into the selected language. The Fordeer Invoice Order Printer allows you to translate all billing documents into up to 10 foreign languages. Part 1. Set up the default language To access the translation setup, click Translation on the sidebar menu (https://storage.crisp.chat/users/helpdesk/website/19Some readersHow to use Automation Emails effectively?
With the Automation Emails feature, not only you but also your customers can save time and effort in sending and solving all the matters relating to PDF billing documents. Please follow the procedure below to learn more thoroughly. Click Automation Emails to access the feature page. There can be a list of previous email campaigns and create a new one by clicking the NewSome readersHow to send an email with a draft order file?
This instruction will give you information about how to send an email with a draft order file. Firstly, access the Draft Orders page, click all the draft orders that you want to send emails for, and then click Send. There will be the pre-set form and content of the email. You can flexibly edit the Subject and Content to fit your needs. (https://storage.crisp.chat/Some readersAdjust standard currency format
This given guideline will show you the information about how to adjust the currency format following your demands. To access Standard formats, click Settings on the sidebar menu. Come to Standard formats page, you can see easily the part of adjust currency format. Click Adjust format to start. (https://storage.crisp.chat/users/helpdesk/website/190039ccb2373600Some readersUsing advanced Translation feature
This guideline will give you information about our advanced translation feature. With this feature, you can directly edit and update the translation while customizing the templates. The Automatically translate is always turned on. Thus, the translation displayed in the documents will be the previously set-up version. If you want to edit directly when customizing, click or sSome readers
Email Automation
How to change the template? I don’t want to use the default template?
You can absolutely change it by doing all the steps below. Step 1: Kindly click one of the default templates. Step 2: Click into the template which has a link on it on the Template field like the picture above Step 3: Enter your shop domain to log in Step 4: Set default template You will be back to our dashPopularHow to configure Email Settings?
Before you can send out any email campaign in Fordeer, you need to have a verified sender. You have three options to add a sender: Use Fordeer sender domain and email service (Default) Use your email account and Fordeer email service Use your email account and your custom SMTP In this guide, we will walk you through by steps to set up your email automation configuration. Step 1: Access “Settings” page From the app Dashboard, go to Settings (https://storage.crisp.chat/usSome readersHow to send thank you note ?
This article will guide you on how to send thank-you notes automatically To begin with, access the Orders page, click all the orders that you want to send emails for, and then click Send. Click on Send thank you note to start editing the email There will bSome readersHow to set an email automation?
This guideline will give you information about how to set up email automation with the Fordeer PDF Invoice Generator . Email automation enables you to automatically send emails to your customers, with a PDF file, when orders are created, fulfilled, canceled, and paid. To access this advanced feature, click Automation Email on the sidebar menu, then click New Automation to create a new automation campaign. (https://storage.crisp.chat/users/helpdesk/website/190039ccb2373600/fordFew readersHow to send an email test?
Kindly click Send test in the preview area as the picture below. After that, it will show 2 fields for you to fill in. You can enter one of your real order id and type an email to test how the email looks like when it sends to customers.Few readersHow to customize the email automation?
To customize the email automation, kindly access Automation Emails on the sidebar menu, then choose the campaign you have already created. Here you can see you are on the Customization page, kindly stay and we will start to look up the way to customize the email automation. Change email content Subject: you can personalize the email subject line to increase the chances of getting a replyFew readers
Print & download
Print and download multiple draft orders
This guideline will give you information about how to print and download multiple draft orders. Simply, access the Draft Orders page, then select the draft orders that you wish to print or download. After that, you can click Print or Download according to your demands. There will be a big PDF file shown, including all the draft orders that you’ve chosen. (https:/Some readersHow to print and download multiple orders?
In this guideline, you can learn how to print and download multiple invoices/orders/packing slips/refunds all at once. Step 1: Click “Orders” on the Dashboard Step 2: Click the blank box in the left column of orders to select which you want to Print/Download Step 3: Click “Print” or “Download” following your demand You can Download those multiple orders to your deviSome readersHow to print and download up to order’s status?
This guideline will show you how to print and download up to order’s status. Firstly, you need to access Orders page. Here you can see on the menu bar the status option of orders. Click or put a checkmark into the status you want to filter the orders following the status. After thatSome readersPrint and download from the Shopify admin
Let’s figure out the guidelines below to learn how to print and download Invoices/Packing slips directly from the Shopify admin: Select 1 or more orders following your demand on Shopify's order details page, then click the “…” button. After that, as you can see clearly, there are 4 options related to Fordeer. Please select one of them that fits your needs. You will tFew readers
FAQs
Can I use my custom templates to print and download invoices?
We have an invoice template customization service. On the other hand, if you pay for the Premium plan, you will have one chance to contact our experts to get your design-on-demand template. If you wish to use more than one of your own invoice templates, please contact us directly at hi@fordeer.ioSome readersWhat will this app do?
Fordeer Invoice Order Printer (FIOP) is a Shopify app that was built as a professional alternative to Shopify Order Printer. It allows sellers to print and download invoices, packing slips, orders, etc., in bulk and send them directly to customers with the Email Automation feature. It also allows sellers to make their own dazzling invoice templates by adjusting store details and currency standards on the setup page, modifying every detail shown in your documents according to your demSome readersWill I be charged directly when the Trial ends?
Yes. When the Trial ends, you will be charged directly for the pricing plan.Some readersHow to export CSV orders?
In these instructions, you will be guided on how to export CSV orders without the need for any CSV third-party application. Firstly, go to Orders and select the order you want to export CSV files. You can easily export CSV files in bulk following your demand. After selecting the order, click Export⇒ Export CSV (https://storage.crisp.chat/users/helpdesk/websSome readersCan I make my invoices 100% in Spanish for my Spanish customers?
The Fordeer PDF Invoice Generator does support multiple languages, up to 10 languages. To access the Translation setup, click Translations on the sidebar menu. Select the default language is Spanish or easier by turning on the Auto-detected customer language (https://storage.crisp.chat/users/helpdesk/website/190039ccb2373600/fordeer-store-translation-shoprof1af.pnSome readersCan I print all PDF orders which were partially paid? I want to know if it is possible.
Absolutely. You can print or download multiple PDF invoices all at once with our Fordeer: PDF Invoice Generator. On the sidebar, you go to Orders to access the order list. Then you filter them following the Payment Status. Select Partially paid as the status of orders, or any other status following your demand. (https://storage.crisp.chat/users/helpdesk/website/1Some readersWhich advanced features can I experience with the Professional and Premium plan?
With the Professional Plan, besides all the available features of the Free Plan, you will be able to access the following advanced functions: Branding remove; Install all available templates; Print and download orders/draft orders unlimitedly; Full-accessed with email automation, thank-you note, and quotation; Send email automation via the store’s email address. With the Premium Plan, besides all the available features of the Professional Plan, you will be able to aSome readersHow can I remove the branding?
If you want to remove branding, contact us via live chat or Hotmail: support@fordeer.io. We’re willing to help you resolve this requirement 24/7, and it's FREE.Few readersHow do I get support?
Please start by consulting the FAQs. If you can not find any necessary information, reach out to us by using the live chat feature in the app or support email if you need assistance using the app. Keep in touch with us whenever you experience issues with this app. We guarantee to give you friendly customer service 24/7.Few readersIf I cancel in the free period, will I have to pay an amount of fee?
If you cancel a subscription within a free trial period, you will not be charged for it.Few readersI want to know if I could change the currency format displayed on the billing documents?
You can completely change the currency format displayed on your invoice templates. To change this, please access Settings, then click Standard formats On the Standard formats page, you can easily see the part about adjusting currency format. Click Adjust format to start. (https://storage.crisp.chat/users/helpdesk/website/190039ccb2373600/fordeer-store-standardFew readers