What to do after installing Invoice Falcon

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 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.

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, Customize a template in the visual editor, Print or download an invoice and 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 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.

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.

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 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, the full setup path from start to finish.
• Invoice Falcon pricing and plans, to compare Free and Pro.
• Find your way around the Orders page, the page you land on after setup.
• Choose a template design, for the first checklist step.