Self-Serve Invoicing
The Self-serve invoicing option allows customers to directly download their invoices without needing to contact support. This reduces manual effort for your team and provides customers with faster access to their order documents.
NOTE: Other invoice settings will only appear and become configurable once this option is enabled.
When Enabled: Customers see a Download Invoice option in their account/order history. They can access invoices anytime without contacting support.
Additional invoice configuration options (like templates,preview, etc.) will unlock for you to customize.
When Disabled: Customers cannot download invoices themselves. Invoices must be manually sent by your support team. Other invoice settings will remain hidden/disabled until this is turned on.
Why this helps: If a customer visits this article after struggling to download invoices, they’ll understand:
They first need to enable Self-serve invoicing in settings.
Once enabled, customers can download invoices themselves.
It also unlocks other invoice-related customization settings.
Store details for invoice
Once self-serve invoicing is enabled, you can add your store’s public information to appear on all customer invoices.
Fields included:
Store Name → Appears as the business name on invoices.
Store Email → Customers can contact you directly from invoice details.
Store Website → Provides a quick link for customers to revisit your store.
When you fill all these details:
Store name, email, and website are automatically added to invoices.
Invoices look professional and trustworthy.
Customers have direct contact points for questions or support.
When Left Blank:
Invoices may only show Shopify defaults (without your branding/contact info).
Customers may not have a clear way to connect with you.
Tip: Always fill in accurate details so invoices act as both order records and a branding tool.
Control invoice details visibility
This setting lets you decide what information is shown (or hidden) on customer invoices. It’s useful if you want invoices to be simpler, avoid confusion, or keep certain details internal to your store.
Selected details will be hidden from the invoice
Options available:
Taxes on items → Hide tax breakdowns if you don’t want customers to see line-item tax details.
Product SKUs → Useful if you use internal SKUs for stock management and don’t want them exposed.
Order status information → Removes internal order progress details that may confuse customers.
Customer order notes → Hide any special notes customers added at checkout (e.g., delivery instructions).
When checked:
Selected details will be hidden from the invoice.
Customers will only see a simplified version of their order.
When unchecked:
All details will appear by default, including taxes, SKUs, and notes.
Customers have complete visibility of their purchase details.
Tip: Use this to create cleaner invoices for customers while keeping sensitive or unnecessary information internal.
Upload your store logo for invoice branding
This setting allows you to personalize your invoices by adding your store’s logo, making them look more professional and aligned with your brand identity.
How it works:
Upload your logo file → Select a logo image from your computer.
Once uploaded, it will automatically appear on all invoices sent or downloaded by customers.
You can change the logo anytime or remove it completely.
When logo uploaded:
Every customer invoice will include your store logo at the top.
Helps strengthen brand recognition and adds a professional touch to billing documents.
When no logo uploaded:
Invoices will only display store details (name, email, website) but no branding.
Customers still get all the necessary details, but the invoice may look more generic.
Tip: Always upload a clear, high-quality version of your logo (preferably with a transparent background) for the best invoice presentation.
Change invoice template
This setting allows you to choose the layout template that customers will see and download when accessing their invoices. It ensures invoices match your brand’s tone, style, and professionalism.
How it works:
Use the dropdown to select from available templates.
The chosen template will define the structure, formatting, and overall design of your invoices.
Currently, the Default template is selected, but more templates may be available depending on updates.
When a template is selected:
All invoices will follow the chosen design.
Customers will see a consistent invoice layout that reflects your brand’s style.
If no custom template is chosen (Default template remains):
Invoices will be generated using the standard layout.
Functionality remains the same, but branding may feel more generic.
Tip: Choose a template that best represents your store’s identity. Pair it with your logo upload (previous setting) for a polished, professional invoice design.
Preview your customer invoice
This feature allows you to see a live preview of the invoice before customers download it. It helps ensure your invoice looks correct, professional, and matches your brand settings.
How it works:
Click on Preview to generate a sample invoice.
The preview reflects all the settings you’ve configured:
Store details (name, email, website)
Logo and branding
Template style
Visibility settings (e.g., taxes, SKUs, order notes)
Why this is useful:
Helps you confirm the layout before customers see it.
Ensures branding (logo, template, details) is consistent.
Lets you catch mistakes early (like wrong store details or missing info).
Tip: Always preview your invoice after making changes to avoid sending customers incorrect or incomplete invoices.