--- title: "What to do after installing Invoice Falcon" description: "Walk through the welcome screen, pick a plan, and work through the setup checklist on the Orders page." url: https://help.invoicefalcon.com/after-installing-invoice-falcon/ section: "Getting started" last_updated: 2026-10-28 --- # What to do after installing Invoice Falcon > Walk through the welcome screen, pick a plan, and work through the setup checklist on the Orders page. Use this guide right after you install Invoice Falcon. By the end, you'll have chosen your invoice language and plan, and you'll know what each item on the setup checklist does and how to tick it off. ## Before you begin - You need to pick a plan before you can use the app. Until you do, every page sends you back to **Plans**. The Free plan costs nothing, so you can start there. - The setup checklist only appears for stores that installed after it was released. If you don't see it, follow [Get started with Invoice Falcon](https://help.invoicefalcon.com/get-started-with-invoice-falcon/) instead. It covers the same steps. ## Set it up ### 1. The welcome screen The first time you open the app, you see **Welcome to Invoice Falcon**. 1. Open your Shopify admin and click **Invoice Falcon** in the left menu. 2. Optional: check the language button in the top-right corner of the welcome screen. It shows the language your invoices and invoice emails will use, for example **English**. To change it, click the button and pick a language from the list. Your choice is saved straight away. 3. Click **Get started**. The **Plans** page opens. ### 2. Choose a plan 1. On the **Plans** page, compare the **Free** and **Pro** cards. Hover over any feature to see what it does. 2. Click the button on the plan you want: 1. **Start for free** on the **Free** card. You go straight to the **Orders** page. 2. **Start free trial** on the **Pro** card. Shopify opens its charge approval page. Click **Approve**, and you come back to the **Orders** page. To go back to the welcome screen instead, click **Back to onboarding** at the top of the **Plans** page. For what each plan includes, see [Invoice Falcon pricing and plans](https://help.invoicefalcon.com/pricing-and-plans/). ### 3. The setup checklist The **Orders** page now shows a card called **Get set up on Invoice Falcon**, with a progress bar and a count such as "1 of 4 steps complete". Click a step's title to open it. The first step you haven't finished opens by itself. Each step ticks off automatically once you've done it. There's nothing to mark as done. | Step | Button | What it does | Ticks off when | |---|---|---|---| | **Pick your invoice template** | **Browse designs** | Opens the **Choose a design** page. Click **Use this design** on a design you like. It becomes your default template for orders. | You create a template from a design. | | **Customize your invoice template** | **Customize template** | Opens the visual editor on the template you picked, so you can add your logo, colors and business details. | You open the visual editor. Saving isn't required. | | **Create your first document** | **Pick an order** | Scrolls down to your orders list. Click any order to open it. | Invoice Falcon has created its first document, which happens as soon as you open an order. | | **Send invoices automatically** | **Enable automation** | Opens **Settings** on the **Emails** tab, where you turn on automatic invoices. | **Send invoices automatically** is on. | For the details of each step, see [Choose a template design](https://help.invoicefalcon.com/choose-a-template-design/), [Customize a template in the visual editor](https://help.invoicefalcon.com/customize-a-template/), [Print or download an invoice](https://help.invoicefalcon.com/print-or-download-an-invoice/) and [Send invoices automatically](https://help.invoicefalcon.com/send-invoices-automatically/). When all four steps are done, the card changes to **You're all set!** Click the **X** on the card to close it. ### Skip the checklist 1. Click **Skip** in the top-right corner of the checklist. 2. In the **Skip setup?** dialog, click **Skip setup**. To go back, click **Keep setting up** instead. Skipping hides the checklist for good. You can still do every step yourself from **Templates** and **Settings**. ## Check your setup 1. Open any order from the **Orders** page and check that its invoice uses the design you picked, with your logo and business details. 2. If you turned on automatic sending, place a test order with your own email address and check your inbox. ## Troubleshooting ### Every page sends me back to Plans You haven't picked a plan yet. Click **Start for free** on the **Free** card, or **Start free trial** on the **Pro** card and approve the charge in Shopify. ### I see We couldn't finish setting up your store Clicking **Get started** didn't go through. Click **Get started** again. If it keeps happening, reload the page, or contact support from the chat in the app. ### I approved Pro but the plan didn't change If you see "Failed to activate the charges and select the plan" after approving, open **Invoice Falcon** again from your Shopify admin, click **Plans** in the app's menu, and click **Start free trial** again. If it still fails, contact support. ### Create your first document isn't ticked Click **Pick an order** and click an order number in the list to open it. The step ticks off the next time the **Orders** page loads. If your store has no orders yet, click **Create a test order** on the empty **Orders** page to make one in Shopify. ### I don't see the setup checklist Either you skipped it, every step was already done, or your store installed Invoice Falcon before the checklist was released. Follow [Get started with Invoice Falcon](https://help.invoicefalcon.com/get-started-with-invoice-falcon/) instead. ## FAQ ### Can I change the language I picked on the welcome screen? Yes. You can change the invoice language later in **Settings**, and you can have each customer get their invoice in their own language. See [Invoices in your customer's language](https://help.invoicefalcon.com/invoices-in-your-customers-language/). ### Does installing the app send anything to my customers? No. Nothing is emailed to customers until you turn on **Send invoices automatically** or send an invoice yourself. ### Will picking a design replace my existing templates? No. **Use this design** creates a new template and makes it the default for orders. Your other templates stay as they are. See [Rename a template and set a default](https://help.invoicefalcon.com/set-a-default-template/). ### I skipped the checklist by mistake. Can I get it back? No. Once you click **Skip setup**, the checklist stays hidden. Follow [Get started with Invoice Falcon](https://help.invoicefalcon.com/get-started-with-invoice-falcon/) to finish the same steps. ### Do I need Pro to send invoices automatically? No. Automatic sending works on every plan. Only the rules that limit which orders get an invoice, by status or tags, need the **Pro plan**. ## Related guides - [Get started with Invoice Falcon](https://help.invoicefalcon.com/get-started-with-invoice-falcon/), the full setup path from start to finish. - [Invoice Falcon pricing and plans](https://help.invoicefalcon.com/pricing-and-plans/), to compare Free and Pro. - [Find your way around the Orders page](https://help.invoicefalcon.com/the-orders-page/), the page you land on after setup. - [Choose a template design](https://help.invoicefalcon.com/choose-a-template-design/), for the first checklist step.