# Invoice Falcon Help Center

> Merchant guides for Invoice Falcon, a Shopify app that creates PDF invoices, quotes, packing slips and credit notes. Covers getting started, sending and printing documents, bulk actions, templates, invoice content, emails, tax and compliance, integrations and billing.

## When to use this

- Use this help center when a Shopify merchant asks how to set up, change, or fix Invoice Falcon: creating, printing and emailing invoices, quotes, packing slips and credit notes, templates, invoice numbers, tax and compliance settings, and billing.
- Good fits: step-by-step setup, what a setting does, bulk actions, automatic emails, customising a template, German e-invoices, and troubleshooting when an invoice or email is not what the merchant expected.
- Every page has a Markdown copy: add `.md` to the page URL without the trailing slash (for example https://help.invoicefalcon.com/email-an-invoice.md), or request the page URL with `Accept: text/markdown`.
- For the full text in one file, use llms-full.txt.
- Not here: the REST API reference. That is at https://docs.invoicefalcon.com.
- Steps name exact menu items in the Invoice Falcon app, for example Settings > Document defaults. Quote them as written.

- [Invoice Falcon Help Center home](https://help.invoicefalcon.com/index.md): Invoices, quotes, packing slips and credit notes for your Shopify store.

## Getting started

- [What to do after installing Invoice Falcon](https://help.invoicefalcon.com/after-installing-invoice-falcon.md): Walk through the welcome screen, pick a plan, and work through the setup checklist on the Orders page.
- [Get started with Invoice Falcon](https://help.invoicefalcon.com/get-started-with-invoice-falcon.md): Set up Invoice Falcon from install to automatic invoices, one step at a time.
- [Find your way around the Orders page](https://help.invoicefalcon.com/the-orders-page.md): What each part of the Orders page shows, from the tabs and filters to the plan and analytics boxes.
- [When Invoice Falcon creates an invoice](https://help.invoicefalcon.com/when-invoices-are-created.md): What creates an invoice and its number, how it stays in step with Shopify, and what counts toward your plan.

## Invoices and documents

- [Print or download an invoice](https://help.invoicefalcon.com/print-or-download-an-invoice.md): Print one invoice or save it as a PDF, from the Orders list or the order's page.
- [Email an invoice to a customer](https://help.invoicefalcon.com/email-an-invoice.md): Send one invoice by email, as is or after checking the address and message.
- [Edit an invoice](https://help.invoicefalcon.com/edit-an-invoice.md): Change the details, products or totals on one invoice without changing the order in Shopify.
- [Regenerate an invoice](https://help.invoicefalcon.com/regenerate-an-invoice.md): Rebuild an invoice from the latest Shopify order data.
- [Send quotes for draft orders](https://help.invoicefalcon.com/send-quotes-for-draft-orders.md): Turn a Shopify draft order into a quote PDF, then email, print or download it.
- [Print packing slips](https://help.invoicefalcon.com/print-packing-slips.md): Print a packing slip for an order by picking your packing slip template.
- [Create credit notes](https://help.invoicefalcon.com/create-credit-notes.md): Make a credit note from an order's invoice, then send, print or delete it.
- [Print invoices from your Shopify admin](https://help.invoicefalcon.com/print-from-shopify-admin.md): Print invoices or packing slips from Shopify's own order pages, without opening the app.

## Bulk actions

- [Print or download invoices in bulk](https://help.invoicefalcon.com/bulk-print-and-download.md): Get invoice PDFs for many orders or draft orders at once, as one merged PDF or a ZIP of separate files.
- [Email invoices in bulk](https://help.invoicefalcon.com/bulk-email-invoices.md): Send invoice emails to many customers at once from the Orders page.
- [Track your bulk actions](https://help.invoicefalcon.com/track-bulk-actions.md): Follow the progress of bulk prints, downloads and emails, download the files, and see which orders failed.

## Templates

- [Manage your templates](https://help.invoicefalcon.com/manage-your-templates.md): See all your templates in one place, and create, open, duplicate or delete them.
- [Rename a template and set a default](https://help.invoicefalcon.com/set-a-default-template.md): Give a template a clear name and choose which documents use it.
- [Choose a template design](https://help.invoicefalcon.com/choose-a-template-design.md): Pick one of 10 ready-made invoice designs and make it your invoice template.
- [Customize a template in the visual editor](https://help.invoicefalcon.com/customize-a-template.md): Change what your invoices show and how they look, with a live preview and no code.
- [Edit templates with AI](https://help.invoicefalcon.com/edit-templates-with-ai.md): Describe a change to your template in plain words, review it, and apply it.
- [Edit a template's HTML and Liquid code](https://help.invoicefalcon.com/edit-template-html-and-liquid.md): Change a template's layout directly in its code, with a preview and a list of every variable.
- [Restore an earlier template version](https://help.invoicefalcon.com/restore-a-template-version.md): Undo template changes by going back to a version saved earlier.
- [Set invoice numbers and prefixes](https://help.invoicefalcon.com/set-invoice-numbers.md): Choose how invoices are numbered and add a prefix such as INV or TAX-.
- [Add your logo, colors and fonts](https://help.invoicefalcon.com/add-your-logo-and-branding.md): Put your logo on your invoices, match your brand color and font, and remove the Invoice Falcon footer.
- [Change labels and the date format](https://help.invoicefalcon.com/change-labels-and-date-format.md): Rename the words printed on your invoices, such as the title or Tax, and pick how dates are written.

## Invoice content

- [Add your business details](https://help.invoicefalcon.com/add-your-business-details.md): Set the business name, address, tax number and contact details printed at the top of your invoices.
- [Show order numbers, dates and tags](https://help.invoicefalcon.com/show-order-details.md): Choose which order numbers, dates, amounts and tags print in the header of your invoices.
- [Show product details on invoices](https://help.invoicefalcon.com/show-product-details.md): Choose which product details, prices, discounts, quantities and taxes print for each item on your invoices.
- [Show totals, discounts and shipping](https://help.invoicefalcon.com/show-totals-discounts-and-shipping.md): Choose what prints in the totals under your items: subtotal, discounts, shipping, refunds and more.
- [Show tax details on invoices](https://help.invoicefalcon.com/show-tax-details.md): Show tax totals, tax rates, the tax on each line, the tax date and your customer's tax ID on your invoices.
- [Show payment and shipping information](https://help.invoicefalcon.com/show-payment-and-shipping-information.md): Choose which payment details, addresses, contact details and tracking information print on your invoices.
- [Add notes, a footer and social links](https://help.invoicefalcon.com/add-notes-footer-and-social-links.md): Print the order note, a footer message, your store domain and your social media links on your invoices.
- [Add a paid or unpaid watermark](https://help.invoicefalcon.com/add-a-paid-or-unpaid-watermark.md): Stamp PAID or UNPAID across your invoices, based on the order's payment status in Shopify.

## Emails

- [Send invoices automatically](https://help.invoicefalcon.com/send-invoices-automatically.md): Email each customer their invoice as soon as an order comes in, or once it reaches a status you choose.
- [Customize your invoice emails](https://help.invoicefalcon.com/customize-invoice-emails.md): Write your own subject and message for invoice, quote, credit note and payment reminder emails.
- [Change the sender address](https://help.invoicefalcon.com/change-the-sender-address.md): Send invoice emails from an address on your own domain, such as invoices@yourstore.com.
- [Send copies of invoice emails](https://help.invoicefalcon.com/send-email-copies.md): Get a copy of every automatic invoice email, or copy a second address saved on the customer.
- [Let customers pay with a Pay now link](https://help.invoicefalcon.com/add-a-pay-now-link.md): Add a Pay now link to invoice PDFs and a Pay now button to invoice emails, so customers can pay an unpaid order.
- [Send payment reminders](https://help.invoicefalcon.com/send-payment-reminders.md): Email customers about unpaid invoices on a schedule you choose, until they pay.
- [Create credit notes automatically for refunds](https://help.invoicefalcon.com/create-credit-notes-automatically.md): Get a credit note every time you refund an order in Shopify, and optionally email it to the customer.
- [Add an invoice link to the order confirmation email](https://help.invoicefalcon.com/invoice-link-in-order-confirmation-email.md): Add a Download Invoice link to Shopify's order confirmation email, so customers get their invoice with their receipt.
- [Troubleshoot invoice emails](https://help.invoicefalcon.com/troubleshoot-invoice-emails.md): Find out why an invoice email wasn't sent or didn't reach your customer, and fix it.

## International and compliance

- [Invoices in your customer's language](https://help.invoicefalcon.com/invoices-in-your-customers-language.md): Set the language of your invoices, or create each invoice in the language your customer shops in.
- [Invoices in your customer's currency](https://help.invoicefalcon.com/invoices-in-your-customers-currency.md): Show invoice amounts in the currency your customer paid in, instead of your store's currency.
- [Keep issued invoices unchanged](https://help.invoicefalcon.com/lock-issued-invoices.md): Lock invoices once they're issued, so later order changes in Shopify don't alter them.
- [Create German e-invoices (ZUGFeRD)](https://help.invoicefalcon.com/german-e-invoices.md): Embed a ZUGFeRD e-invoice in your invoice PDFs for German B2B customers, for every order or only the ones you choose.

## Integrations

- [Let customers download invoices from their account](https://help.invoicefalcon.com/customer-account-download-button.md): Add a Download invoice button to your customers' order pages in Shopify's customer accounts, in their language.
- [Get your API key and use the API](https://help.invoicefalcon.com/api-access.md): Generate the private key that lets your own systems or a developer work with your invoices through the Invoice Falcon API.

## Billing

- [Invoice Falcon pricing and plans](https://help.invoicefalcon.com/pricing-and-plans.md): What the Free and Pro plans include, and how to start, trial or change a plan.
- [How the monthly invoice limit works](https://help.invoicefalcon.com/monthly-invoice-limit.md): What counts toward the Free plan's 50 orders a month, when it resets, and what happens when you reach it.
- [Cancel or downgrade your plan](https://help.invoicefalcon.com/cancel-or-downgrade.md): Switch from Pro to the Free plan, see what changes, or uninstall the app completely.

## Optional

- [Full text of every page](https://help.invoicefalcon.com/llms-full.txt): all guides in one Markdown file
- [Sitemap](https://help.invoicefalcon.com/sitemap.xml): every page with its last-updated date
- [Developer docs](https://docs.invoicefalcon.com): Invoice Falcon REST API