Invoice Customization

How to change the invoice template?

Fordeer Hello to you! 😃 Currently, Fordeer PDF Invoice Printer is providing a list of available templates including 9 templates including Fordeer, Manta, Koala, Dolphin, Pika, Amur, Panda Swanepoel and Saola templates, so you can change and choose based on the unique needs and style of your business. With Fordeer, to change the invoice template, please follow the steps below: - Step 1: Go to the Customization section in our app, then select Customize. - Step 2: Here, you can see the preview of the invoice template. If you want to change, please click the Change template button. - Step 3. Here, you can choose the default templates as I mentioned above and click the Apply template button. In case you want to create your template. - To begin with, you can choose one of the default templates and then customize it as you wish like all the steps I told above. - Next, press the Save as new template button to create your own invoice template. This function allows you to save your own template that you adjust based on the default template in our app. - After that, you can receive a notification that This action will install a new template in your gallery with current changes. Kindly click **Save **to save your template. - You can edit the name of your own template you have just set up and click the Save button. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to change the logo?

Fordeer hello to you! The article below will help you edit your logo to suit your business brand. - Step 1: Access the Customization section, then select the invoice you want to customize and click the Customize button. - Step 2: In the Customize page, please click the Branding button. - Step 3. Here, please turn on the Show logo button. - Step 4. You can see the Change image button. Click on it and upload your logo directly from your computer. - Step 5. Change the logo size as you wish, and don’t forget to Save the modification. - Besides, you can also change the logo for a specific order by going to the Orders section in our app. - Here you click on the order you want to edit to go to the order detail page. - In the order details page, please select Edit template. Here, it will appear on the Customize page, please do the same as I said above. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to change the content of the footer note?

**Fordeer **hello! The article below will help you customize the content of the invoice footer note. - Step 1: Visit the Customization page, then select the template you want to edit and click the Customize button. - Step 2. On the **Customize **page, please select the **Footer **section. - Step 3 In the Footer section, select Footer note. - Next, turn off the Automatically translate button and edit the content of the Footer note by selecting default variables or adding content as desired. - Finally, remember to Save and finish all the modifications. Currently, this feature is available on the Starter and higher plans. To access it, please upgrade your plan and enjoy the benefits Please give them a try and do not hesitate to contact us if you have any questions along the way. Our working time: ** 8h30-23h59 (UTC +7): Monday to Saturday Within working hours, all chats will be replied to within minutes. All tickets via email will be replied to within hours. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to custom name file?

You can personalize the printing or downloading file names. 1. Kindly go to **Settings **on our app > Invoice settings > Invoice file name. You can change the names of the invoice/ packing slip/ draft order/refund download file 1. You can type the name you want on each settings box We provide some variables for you to change the name of the files including {{order.id}}, {{rand}}, {{order.name}}. 1. Don’t forget to click Save to save all the changes. To check it out, kindly go to Orders or Draft Orders in our app, and try to download any orders/draft orders to see the changes in the names At the moment, you need to upgrade to Starter plan to use this advanced feature. You can use discount code SUPSTA3M15 to get 15% off for 3 months when upgrading to Starter plan. Contact our friendly support 24/7 with our superior client services to upgrade your plan now! If you are in need of any advanced features, feel free to let us know. We will do our best to assist you with the most appropriate spending. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to add the second page attachment to the invoices?

Greetings from Fordeer Commerce! As you may know, currently, our app does not support adding long or rich text directly to invoices as it may disrupt the invoice format. However, we have a solution for you. You can utilize the Add second page attachment feature to include additional content such as terms and conditions or policies. Here's how: 1. Navigate to the Customization page from the sidebar menu and select the template you wish to edit. 2. Click on Branding in the left tab. 1. Under the Secondary page attachments section on the right tab, select either Add HTML file or Add link. 2. Upload your HTML file or enter the Web URL containing your additional content. 1. Don't forget to click Save at the end to apply the changes. Please note that secondary page attachments will not appear in the invoice preview within theCustomizationpage. You will only see them when print ing or downloading the invoices. This feature is now available from Professional Plan. Contact our live chat agent for discount code to try out this feature right away We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to add more custom fields for invoice templates?

Hello from Fordeer! 🙋‍♂️ This guideline will show you how to add more custom fields for invoice templates. 1. To begin with, please access the Templates page, then click Customize to start. 1. Click Overview, Shop detail, Footer > Extra options/ Custom info to access where you can add more custom fields for your invoice templates. 2. There are numerous available fields. If you want to delete them, click Add on the left. 1. On the other hand, if you want to add more, click + Add below. The information will be displayed in the preview. 2. After that, kindly make sure to click Save at the end to save all the changes. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to display metafields on the invoice templates?

Hello from Fordeer, Shopify Metafields is powerful features that allow you to add custom data to your store’s products, variants, customers, orders and with Fordeer, you can show all of them on the invoices. This guide will walk you through everything you need to know about using metafields and ensuring they appear correctly on your invoices. Before you start, please ensure that you have already created metafield definitions and added values. If you haven't, please follow these instructions to create a metafield easily. Product metafields 1. Go to Customization page ⇒ Select the template you want to add the product metafields and click Customize 1. Select Line items & total section 1. On Item column, activate the option: Show item’s metafields 1. Enter the meta_key. Each meta key is on a separate line Where to find the meta_key? - Please go to Settings on the Shopify admin => Custom data => Products - Then select one of metafields you are having - Copy the key after custom. 1. Click Save the end to save all the changes 1. Check out the metafield display on the invoices Please go to Orders on our app, select orders and click Print/download invoices to check out. If the metafields display correctly, that’s great! For more details on why this is necessary, please refer to this article. This feature is now available for Professional users. Variant metafields 1. On the Line items and total section, go to Description column 1. Activate the option: Show variant’s metafields 1. Enter the variant metafield key and click Save at the end You can get the key from your variant metafield settings 1. Print/download the invoices on Orders in our app to check out the variant metafield display. This feature is now available for Professional users. Order metafields 1. Go to Overview section on Customization page 1. Go to Extra options, activate the option: Orders metafield 1. Click Save at the end 1. Go to Orders on our app to print/download the invoices to check out the orders metafield display. This feature is now available for Professional users Customer metafields 1. Go to Shipping info section on Customization page 1. Go to Display options, activate the option: Show customer metafields 1. Click Save at the end 1. Go to Orders on our app to print/download the invoices to check out the orders metafield display. ||| This feature is now available for Professional users Please give it a try and do not hesitate to contact us if the metafields does not display on your invoices, we will be more than happy to assist you. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to create a metafield with Shopify?

Fordeer hello to you, Shopify metafields are the custom fields that empower you to store extra information for your products, customers, orders and the other that the normal Shopify settings don't support. You can keep these additional pieces of information to yourself for tracking or display them to your customers in different ways on your web store. You can refer to this article from Shopify for more information about the metafields . In this guide, I will walk you through all steps to create a metafield with Shopify. Let’s go! Typically, you’ll need to go through two main steps to add Shopify metafield– creating metafield definitions, and adding values to your metafields. Create a Shopify metafield definition 1. From Shopify Admin, go to Settings > Custom data Herein, you will see a list of Shopify metafield types– from products, variants, customers, blogs, etc. 1. Select the metafield type you want. In this example, we will use Products, the most popular place to use Shopify metafields. 1. Click Products > Hit the Add definition button to get started. 1. Click Add definition and fill in the fields including: Name, Namespace and key (optional), Description (optional). 1. Click Select type > Select the content type that best matches your metafield from the list > Set validation rules and additional configuration. There are two types of metafield values: One value and list of values. - One value: is just one piece of data, like a string of text, a number, or a date. - List of values: is a collection of single values. This could be a list of colors, for example. 1. Click Save Add values to metafields 1. From Shopify Admin, go to Products > Click a Product you want to add more content. 1. In Metafields, add the content you want to display following the content types. 1. Click Save And that's it! You’ve successfully created and added Shopify Metafields to your store. With Fordeer PDF Invoices, you can display order, customer, product, and variant metafields directly on your invoices, check out this helpdesk article for more. Additionally, product metafields can be shown labels/badges on your store using the Product Labels app, check it out now 👉 How to add product metafields to label content? Please give it a try and do not hesitate to contact us if the metafields does not display on your invoices, we will be more than happy to assist you. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to show cart attributes on the invoices?

Hello from Fordeer, On this article, we will walk you through how to set up the attributes properly. 1. Please go to Customization tab on the sidebar menu, then click Customize 1. Select the Footer section and you see the Custom attributes option. 1. Turn on the Show custom attributes to be able to customize this field. 1. Enter the heading to meet your need 1. Here, you can enter the option titles of the attributes and commas separate them, or you can use * to show all. 1. Click **Save **at the end to save all the changes. Here is the result: Or you can use * to show all cart attributes like this: Now this feature is available on PREMIUM plan. Upgrade plan to easily access it. Please check it out and feel free to reach out to us if you have any questions along the way. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to display product attributes on invoices?

Welcome to Fordeer! If you're using a product options app, you can easily display product option attributes on your invoices. Follow this step-by-step guide to set it up. Before we get started, please ensure: - You have a product options app installed. - Set up product options in the app and publish them to your storefront. - Upgrade to Professional plan to test out this feature. Step 1: Create a test order - Create a test order using a product with the configured product options on Online store - Go to the Orders section in your admin panel to verify that the product options appear under the product name. Step 2: Configure invoice settings in the Fordeer app - Open the Fordeer app and go to the Customization page. - Click the Customize button on the invoice template you want to edit. - Navigate to the Line Items and Total section, then select the Description column - Enable the Show custom attributes feature by toggling the button. - Enter the attribute key (this is the name of the attribute as it appears in your order). In this case, Name & Color are the attribute keys Keys are separated by commas, or using * to show all. - Click the Save button to apply the changes. You're all set! Fordeer PDF Invoice app now supports displaying attributes for all product options on your invoices. If you encounter any issues, feel free to contact our support team via live chat or email: support@fordeercommerce.io We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to display PO number on the invoice?

A PO number, or purchase order number, is a specific reference code that's assigned to a purchase so that it can be tracked throughout the order process. PO numbers are found on purchase order documents and are legally binding, helping both the business and the buyer reference their orders easily. These instructions will show you how to display the PO number on the invoice templates of your Shopify store. Kindly make sure that you already had the PO number on theNotessection on theOrders 1. On the sidebar, click Customization then select the template that you want to customize and click Customize 1. On the Customization page, click Overview and open Extra options 1. Here you can see the Show PO number option. Slide the button to the right to turn it on. Noted that: this feature is only available to stores on the Shopify Plus plan. 1. After that, remember to click Save to complete all modifications. Below is an example of the invoices including the PO number - Manta Invoice template. By doing all the steps above, you can show the PO number on the invoices. Our working time: 8h30-23h59 (UTC +7): Monday to Saturday Within working hours, all chats will be replied to within minutes. All tickets via email will be replied to within hours. Many thanks for taking the time and choosing us. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to show both invoice number and order number?

Overview Fordeer Invoice allows you to display both the Invoice Number when using our Custom Invoice Number feature and the original Shopify Order Number on your documents. This makes it easy to match each custom invoice number with its corresponding Shopify order. Here’s how to display both numbers on your invoice. How to display the invoice number and order number Step 1. Open your invoice template From your Shopify Admin: 1. Go to Fordeer Invoice. 2. Select Customization from the app menu. 3. Find the invoice template you want to edit. 4. Click Customize. 2. Enable the Invoice Number In the template editor: 1. Select Overview. 2. Find Invoice no. 3. Make sure the Invoice no option is enabled. The invoice number will now be displayed on the document using your current invoice numbering format. Tip: If you're using custom invoice numbering, the invoice number displayed here will follow the format you've configured. Step 3. Enable the Shopify Order Number To display the original Shopify order number as well: 1. In Overview, click Invoice no to open its settings. 2. Find Show order number. 3. Turn this option on. 4. Click Save to apply your changes. The original Shopify order number will appear below the invoice number on your document. For example: INVOICE NO: MY1004# ORDER NO: #1016 Important: The Invoice Number and Order Number are two separate identifiers. The Invoice Number follows your invoice numbering settings, while the Order Number refers to the original Shopify order. Show the Order Number in the Orders list You can also display the Order Number alongside the Invoice Number in your Orders list. 1. Go to Orders page. 2. Click the Columns icon in the top-right corner. 3. Make sure Order Number is visible. 4. Drag and drop it to your preferred position. 5. Click Apply. Tip: Displaying both numbers makes it easier to match each invoice with its original Shopify order. Before you finish After enabling both options: - Check the document preview to confirm that both numbers are displayed. - Click Save before leaving the template editor. - If you use multiple document templates, make sure the setting is enabled for each template where you want the order number to appear. We value your feedback — it helps us continuously improve our app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!