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Create and deliver invoices

Once the store is connected, configure invoice creation in the Shopify connection. Creation and delivery are separate: an invoice can exist in Zenvio before the customer has received it.

Choose when invoices are created​

Open Integrations → Shopify → Configuration in Zenvio. Review the invoice creation setting for the store and choose the event that fits your workflow: order creation, payment or fulfillment. If you wait until payment or fulfillment, the order confirmation can go out before the invoice exists. Test an order through the event you selected.

Choose how customers receive invoices​

  • Send from Zenvio: Review the automatic sending setting. Check the invoice recipient and document design and email, then verify the result with a test order.
  • Link from Shopify: Add a link only where the generated invoice will be available when the customer needs it. See Add invoice links to your store and emails for supported surfaces and copyable examples.

Check a test order​

  1. Place an order and move it through the event that triggers creation.
  2. Find the invoice in Zenvio and compare its customer, lines, currency and tax totals with the order.
  3. If automatic sending is enabled, verify the recipient, delivery result and the delivered document. If you use a link, open it as a customer would and check that it returns the invoice for that order.

If the invoice is missing, verify the connection and creation event. If it exists but wasn't delivered, check the email settings, recipient and delivery result before retrying. For ordinary invoice actions and exports, see Invoicing.