Get started with Invoice Falcon

Use this guide to set up Invoice Falcon from start to finish. By the end, your invoices carry your design, logo and business details, and every new order’s invoice reaches the customer by email without you lifting a finger.

Before you begin

• You need to be able to install apps in your Shopify admin.
• Have your logo file ready (an image up to 500KB), plus your business name, address and tax number if you want them on invoices.
• Automatic sending only covers orders placed after you turn it on. Older orders can be sent in bulk later.

Set it up

Step 1: Install and open the app

1. Install Invoice Falcon from the Shopify App Store.
2. Open your Shopify admin and click Invoice Falcon in the left menu.
3. On the Welcome to Invoice Falcon screen, check the language button in the top-right corner. To change the language of your invoices and invoice emails, click it and pick a language.
4. Click Get started.

See What to do after installing Invoice Falcon for more on these screens.

Step 2: Pick a plan

1. On the Plans page, click Start for free on the Free card, or Start free trial on the Pro card.
2. If you picked Pro, click Approve on Shopify’s charge approval page.

The Orders page opens, with the Get set up on Invoice Falcon checklist at the top. The next steps follow that checklist. See Invoice Falcon pricing and plans to compare the plans.

Step 3: Pick a template design

1. In the checklist, click Pick your invoice template, then click Browse designs. If you don’t see the checklist, click Templates in the app’s menu, then click Create template.
2. On the Choose a design page, click Preview on a design to see it full size.
3. Click Use this design.

The design becomes a new template and its editor opens. If you started from the checklist, it’s also your default template for orders. Otherwise, set it as the default yourself. See Choose a template design and Rename a template and set a default.

Step 4: Add your logo, colors and business details

1. On the template’s page, click Open visual editor. From the checklist, click Customize your invoice template, then Customize template.
2. In the editor’s sidebar, under Style, click Logo and upload your logo. Click the back arrow to return to the list.
3. Under Style, click Color and pick your brand color. Click the back arrow.
4. Under Content, click Business details and fill in your business name, address, tax registration number and contact details. Leave a field empty to use your Shopify store details.
5. Click Save changes at the top of the editor.

Business details are shared by all your templates, so you only enter them once. See Add your logo, colors and fonts, Add your business details and Customize a template in the visual editor.

Step 5: Create a test order

1. In Shopify, create an order using your own email address as the customer. If your store has no orders yet, click Create a test order on the empty Orders page in Invoice Falcon to open Shopify’s new order screen.
2. In Invoice Falcon, click Orders in the app’s menu.
3. Click the order number to open the order. Invoice Falcon creates its invoice and shows a preview.

See When Invoice Falcon creates an invoice for what happens when you open an order.

Step 6: Print and email the invoice

1. On the order page, open the Actions menu on the invoice and click Print. The invoice PDF opens in a new browser tab.
2. Click the Send menu at the top of the page, then click Send email.
3. In the Send invoice email dialog, check the address, then click Send email.

Check your inbox for the email and its PDF. See Print or download an invoice and Email an invoice to a customer.

Step 7: Turn on automatic sending

1. Click Settings in the app’s menu. The Emails tab opens. From the checklist, click Send invoices automatically, then Enable automation.
2. In the Invoice emails section, click Customize email.
3. In the editor’s sidebar, under Sending, click Automatic invoices.
4. Next to Send invoices automatically, click Turn on.
5. Click Save in the bar at the top of the page.

Every new order now gets its invoice by email. To send only once an order is paid or fulfilled, or only to some customers, see Send invoices automatically.

What customers will see

An email from your store with the invoice attached as a PDF, in the design you picked, with your logo and business details. The sender address is invoices@invoicefalcon.com unless you change the sender address, and replies go to your store email.

Check your setup

1. Place one more test order with your own email address.
2. Wait a minute or two, then check your inbox for the invoice email.
3. In Invoice Falcon, open Orders. The order now shows an Invoice #, and its email icon is blue.

Troubleshooting

The invoice shows my Shopify address, not my business details

Open Business details in the visual editor, fill in the fields, and click Save changes. Empty fields always fall back to your Shopify store details.

The invoice doesn't use the design I picked

The design isn’t the default template for orders. Click Templates in the app’s menu, click the button in the Default for column next to your template, and choose Orders. See Rename a template and set a default.

My browser blocked the invoice tab

Click Open invoice PDF in the message that appears, or allow pop-ups for your Shopify admin.

The test order didn't get an invoice email

Check that Send invoices automatically shows On in Settings on the Emails tab, and that the order has a customer email. Then see Troubleshoot invoice emails.

FAQ

Do I have to finish every step?

No. Only picking a plan is required. You can print and email invoices with the default template straight away, and come back to design and automation later.

Will my existing orders get invoices emailed when I turn on automatic sending?

No. Only orders placed after you turn it on are sent. To send invoices for older orders, see Email invoices in bulk.

Can I make quotes and packing slips too?

Yes. Draft orders get quotes, and every order can have a packing slip. See Send quotes for draft orders and Print packing slips.

Can customers download invoices themselves?

Yes. You can add a download link to Shopify’s order confirmation email, or a download button to the customer account. See Add an invoice link to the order confirmation email and Let customers download invoices from their account.

Does testing count toward the Free plan's monthly limit?

Opening an order to preview its invoice doesn’t count. Printing, downloading or emailing it does, once per order. See How the monthly invoice limit works.

Related guides

• What to do after installing Invoice Falcon, for the welcome screen and checklist in detail.
• Find your way around the Orders page, your home page in the app.
• Set invoice numbers and prefixes, to number invoices your way.
• Send invoices automatically, for sending rules.