Shopify stores can send invoices at different points in the order process, depending on how they want to manage payments, fulfillment, and customer communication.
Sufio is an invoicing app that helps online stores create and send professional invoices automatically or manually.
Every email sent by Sufio includes a link to an online version of the invoice, along with the invoice attached as a PDF document.
You can choose when Sufio automatically sends invoices to your customers based on different order events or conditions.
To enable automatic sending of invoices:
- In your Sufio account, go to the Settings → Emails page.
- Turn on the Automatically send invoices toggle.
- From the menu, choose when invoices are sent.
- Click Update settings to save your changes.
You can automatically send invoices in the following cases:
New orders
Invoices are sent when new orders are created in your online store. This is the default setting.
Paid orders
Invoices are sent when orders are paid, either during checkout or when they are manually marked as paid in your Shopify admin.
Fulfilled orders
Invoices are sent when orders are marked as fulfilled, usually after they have been shipped.
Unpaid orders
Invoices are sent only for orders that were not paid during checkout. This option is useful if your store allows customers to choose a custom offline payment method, such as bank transfer.
Wholesale orders
Invoices are sent only for orders placed by wholesale customers. By default, Sufio identifies wholesale customers by the wholesale tag in your store.
B2B orders
Invoices are sent only for B2B orders in your store. B2B orders are orders placed by customers linked to a B2B company, customers tagged as
b2b, or customers with a VAT number.Custom order conditions
Invoices are sent only for specific orders. By customizing your cart page, you can set custom conditions for when invoices are sent.
Sufio also allows you to send invoices manually, either to one customer or to multiple customers at once.
To send an invoice manually to one customer, open the invoice and click the Send Invoice button. A window with your email message will appear, where you can review and edit the email before sending it.
To send invoices manually to multiple customers:
- In your Sufio account, go to the Invoices page.
- Select the invoices you’d like to send.
- Click More → Send.
- On the confirmation page, review and customize the batch sending action.
- If you’re happy with your selection, click Send.
To manually send thank-you notes or reminders to multiple customers:
- In your Sufio account, go to the Invoices page.
- Select the paid or unpaid invoices.
- Click More → Send.
- On the confirmation page, open the dropdown menu and select thank-you notes or reminders.
- If you’re happy with your selection, click Send.
If you have the email copies feature enabled, you will receive copies of all emails sent from Sufio.
