Documents
Generate invoices, packing slips, pick lists, credit notes, and pro-forma invoices as PDFs from the admin panel.
Documents lets you create PDFs from any order. Five types cover the full order lifecycle. Every document uses your store's branding and works in nine languages.
Document types
| Type | What it does | When to use |
|---|---|---|
| Invoice | Bill with line items, totals, tax, and status | After payment or for credit terms |
| Packing slip | Item list for the team packing the order | When getting parcels ready |
| Pick list | List for picking items from shelves | When filling orders |
| Credit note | Refund record linked to the invoice | After a full or partial refund |
| Pro-forma | Quote valid for 30 days | Before payment, for trade buyers |
Where to find it
Go to Settings > Documents in the sidebar. The page has two parts:
- Settings for branding, language, and global options
- Builder for setting up each document type
Making a document
From any order page, click the Print dropdown. Pick a type to create a PDF. You can preview, save, or print it.
Bulk actions
From the orders list, select orders and use bulk actions to download as a ZIP file. Up to 50 at once.
What shows on each type
Invoice
The invoice has all the details a customer needs:
- Order number and invoice reference
- Billing and shipping addresses
- Line items with amounts, prices, and totals
- Tax (shown as included or added on top)
- Discounts (order-wide and per line)
- Payment status and past payments
- Shipping method and cost
- Balance (paid vs still owed)
- Purchase order number
- Bank details for credit terms
- Tracking info with carrier and number
- Order notes
- QR code to check the document is real (optional)
Each section has a toggle switch. Turn off what you don't need.
Packing slip
Shows items to pack: product name, variant, SKU, and count. No prices or payment info.
Pick list
A view for warehouse staff listing items across orders. Built for speed when picking.
Credit note
Made from the order page when you process a refund. Links to the invoice with its own number (CN-0001, CN-0002).
Pro-forma
A pre-payment document valid for 30 days. Uses a PF- prefix with the order number.
Branding
Under settings, you control the look of your documents:
| Setting | What it does |
|---|---|
| Primary colour | Heading and accent colour |
| Accent colour | Borders and small highlights |
| Font | Typeface used on the PDF |
| Logo spot | Where your logo sits (left, centre, right) |
| Language | Label language (nine choices) |
The PDF pulls your logo, company name, address, and VAT number from store settings. Update those under Settings > General.
Invoice numbering
Invoices get numbers in order, starting at INV-0001. Turn on yearly reset to use INV-2026-0001. The count restarts each January.
Credit notes have their own count (CN-0001). Yearly reset works the same way.
Features for customers
Auto-email
Turn on Auto-email invoice on payment. When an order is paid, the buyer gets an email with a link to their invoice PDF.
Invoice portal
Buyers can view and download invoices at /account/invoices on your storefront. Each one has a secure, signed link.
Links that last
By default, invoice links expire over time. Turn on Non-expiring URLs to make them last. Good for buyers who need old invoices for their books.
QR code check
Turn on Digital signature to add a QR code to each invoice. Scanning it confirms the document is genuine.
Supported languages
Labels like "Invoice", "Bill To", and "Total" work in nine languages:
| Code | Language |
|---|---|
| en | English |
| fr | French |
| de | German |
| es | Spanish |
| it | Italian |
| nl | Dutch |
| pt | Portuguese |
| ja | Japanese |
| zh | Chinese |
Set the default in document settings. All labels on the PDF switch to match.
Getting started
- Go to Settings > Documents
- Set your colours, font, and logo spot
- Choose your language
- Toggle the sections you want on each type
- Open an order and click Print to make your first PDF
For custom layouts using Quill code, see Templates.