Prepare your first invoice
Follow the setup checklist from business details to a reviewed, saved invoice and PDF.
What you’ll accomplish
A reviewed invoice for an existing Shopify order or draft, with your business details and chosen design.
Before you start
- InvoiceWrench is already installed and opens in the correct Shopify shop.
- You can access an existing order or draft order. Use a test record while learning.
- Have the business details you want printed on customer documents.
1. Open the setup checklist
Open Home in the app navigation. The Overview page contains Set up InvoiceWrench, a six-step checklist. It links to the settings and workflows used below.
Find your next task
Expand Review company details, Add a company logo, Choose a default template, Review PDF filenames, Set up Shopify Admin blocks, or Preview or download your first invoice.
Recover a hidden checklist
If it was dismissed, open Help Center and choose Open setup checklist. Show steps expands a collapsed checklist.
2. Set your identity and default design
Review company details
Choose Open settings. Under Business information, enter Business name, Business address, Business phone, and Business email, then choose Save settings.
Add a logo if needed
Under Business branding, choose a PNG, JPG, or WebP image up to 5 MB and select Upload logo. Logo changes save separately and immediately.
Choose a template
Open Templates, choose a Modern, Classic, Minimal, or Compact starting design, and create a template. Make your changes in the editor, select Save template, return to the gallery, and choose Set as default if needed.
3. Review and save an existing record
Find the record
Open Orders or Draft Orders, search by its number or customer, and choose Search. Use Previous and Next to browse additional pages.
Open the editor
Choose Edit invoice on the correct row. Review Invoice details, Customer and billing, Ship to, Payments, and Notes alongside the live preview.
Save a meaningful version
If you change the invoice, optionally enter Version name (optional), then choose Save invoice. Wait for the save confirmation. An unchanged invoice does not create a duplicate version.
4. Check the document and finish setup
Inspect the finished invoice
Choose View invoice, then verify business identity, customer, addresses, dates, currency, totals, and payment information before sharing.
Produce the document
Choose Download PDF, or Print PDF to open the browser print flow. Open the resulting file and check every page.
Record the checks you completed
Return to Home. Use Formats reviewed after checking the PDF naming settings and Invoice previewed after reviewing your invoice. Use Blocks added only if you installed those optional Shopify Admin blocks.