Running an online store on Shopify involves various administrative tasks, one of the most crucial being invoicing and payment collection. Simplio, a robust Shopify invoicing app, can significantly streamline this process. Here’s how you can leverage Simplio to efficiently manage quotes, draft orders, and receive payments from your customers.
Creating Quotes
A quote is an agreement between you and your customer to provide a service or product at an agreed-upon price within a specific time frame. It includes a breakdown of individual charges that add up to the total cost. With Simplio, creating quotes is straightforward, and you can get paid instantly by your customers.
Managing Draft Orders
A draft order is an order a merchant creates in the Shopify admin on behalf of a customer. Draft orders are versatile and can be used to send invoices with a secure checkout link. Here’s how to create and manage draft orders with Simplio:
Create a Draft Order: You can create a draft order on behalf of your customer in the Shopify admin.
Send the Invoice: Once the draft order is created, you can send an invoice to your customer. By default, this invoice will contain a checkout link where your customer can pay for their order.
Adding Due Dates and Reminders
Simplio allows you to add the Issue Date and Due Date to your draft orders, ensuring clarity on payment timelines. Setting due dates and sending reminders can help in timely payment collection.
Receiving Payments with Simplio
Simplio offers multiple ways to receive payments:
Sending Drafts with Simple Invoice: When you send a draft order, the payment link is included in the email content by default. This link directs your customer to your Shopify store to complete the payment.
Adding a Payment Link to the “My Account” Page: You can insert a payment link on the “My Account” page of your Shopify store. This allows customers to pay any remaining balance on their orders with a single click.
Using Quotes: The Quote functionality in Simplio can also be used to receive payments. Quotes provide a detailed breakdown of charges and can be paid instantly by customers.
Handling Unpaid Orders
If you have orders with a pending financial status, you can add a payment link to your invoice emails. When customers click this link, they will be redirected to your Shopify store to complete the payment. This functionality ensures that you can receive payments even for orders that are not yet finalized.
Streamlining Payments with Simplio
By integrating Simplio with your Shopify store, you can streamline the entire invoicing and payment collection process. Here are the steps to get started:
Create a Quote or Draft Order: Use Simplio to create a detailed quote or draft order.
Send the Invoice: Ensure that the invoice email contains the payment link.
Receive Payments: Customers can easily make payments via the provided links, either from the email or the “My Account” page.
Simplio is an essential tool for Shopify merchants looking to optimize their invoicing and payment collection processes. By using quotes and draft orders effectively, you can ensure timely payments and improve your store’s cash flow. Start using Simplio today to experience seamless invoicing and payment management.