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How to Send Custom Invoice On Shopify (Step by Step)

6.2K views· 209 likes· 8:16· Mar 25, 2024

How To Send Custom Invoice On Shopify In this video I will show you How To Send Custom Invoice On Shopify. This video will cover everything that you need to know and help you get started with this software. for inquiries: ytmediabrands@gmail.com Welcome to Goat Media! Run by Sarah and Josh, all the way from Portugal! We can't wait to help you out with our step by step tutorials on all sorts of websites and platforms. Kind regards, Sarah & Josh from Goat Media

About This Video

In this video, I walk you through how to send a custom invoice on Shopify—step by step—using the built-in draft order flow and (if you want to level things up) an invoice app. I start by explaining what I mean by “custom invoice” versus your standard order printouts like packing slips and order slips. Regular invoices usually match what a customer bought at your storefront price, but custom invoices are where you need flexibility: bulk orders, special discounts, extra delivery/consignment fees, or product customizations that change the final total. Then I show the exact workflow: go to Orders → Create order, add existing products (or custom items), adjust quantities for bulk, and apply a custom discount (like a percentage bulk discount with a clear reason). After that, I add custom shipping/delivery fees so the customer sees those costs transparently, set payment terms (due on fulfillment or a specific timeframe), add notes, attach the customer details, and create the order. From there, you can send the invoice directly, preview what the customer receives, and optionally set up automatic payment reminders. Finally, if you want more polished templates, I show how I use Order Printer Pro to generate customized invoices, packing slips, and more.

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