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Edit order documents

When you process orders from your customers, you‘ll need different order documents, for example an invoice or a packing slip. When you create order documents, these will be designed according to different templates.

You can edit these templates for the following order document types in the administration area of your shop:

  • Invoice
  • Packing slip
  • Invoice correction

How to edit order documents

  1. In the sidebar of the administration, navigate to Settings → Order documents.
  2. Open the tab for the template of the order document type you want to edit. You can edit the Invoice, Packing slip, and Invoice correction.
  3. Edit the template.
    In the following you can find an overview of the different settings:

    Logo

    These settings are applied to all order documents.

    You can decide to display your logo on all of your order documents. To do so, select Yes under Display logo. Your logo will be displayed in the top left-hand corner of each order document.

    If you have decided to display a logo, you will also need to upload the logo as an image file. To do so, select the link Upload image and select the image on your device.

    Note that even if you have already uploaded a logo in the Editor, it will not automatically be used here.

    To no longer display the logo, select No under Display logo. The image file will not be deleted. To display the logo again, simply select Yes under Display logo.

    To remove the image file completely, select the link Delete file beforehand.

    Shop information

    This information is displayed on all order documents.

    Your shop information is always displayed in the upper right-hand corner of your order documents.

    To edit this information, navigate to Settings → General in your administration area and make the respective changes.

    Customer and order information

    This information is displayed on all order documents.

    You can't edit these greyed-out fields.

    The customer data and the order data relevant for the respective order document type are filled in automatically when the document is created.
    Custom text

    You can add your own text to each order document type. To edit the text, you can also use the various formatting options.

    In addition, you can use different placeholders that will automatically display certain data. For example, you can insert placeholders for the customer name or the order number.

    To use a placeholder in a text field, select the desired option in the drop-down menu Placeholder and place the placeholder in your text where you want the data to appear.

    For example: If you use „Dear #BillingAddress.FullName“ at the beginning of the text, the placeholder will use the customer’s first name and surname from the billing address, e.g. „Dear Jane Doe“.

    Order and delivery comments

    This comment is only displayed on invoices and packing slips.

    Your Order and delivery comments for an order are displayed below the order summary.

    Follow the steps below to add/edit an order and delivery comment:

    1. In the sidebar of the administration, navigate to Orders → View orders.
      The table shows a list of all orders.
    2. Select the number of the order that you want to edit.
    3. Add/edit the comment under Order and delivery comments.
    4. Once you are done, select Save.

    You have edited the comment. It will now be displayed on invoices and packing slips for the respective order.

    Footer text

    These settings are applied to all order documents.

    You can add a customised footer text that is displayed on all order document types. To edit the text, you can also use the various formatting options.

    In addition, you can use different placeholders that automatically display certain data. For example, you can insert placeholders for the customer name or the order number.

    To use a placeholder in a text field, select the desired option in the drop-down menu Placeholder and place the placeholder in your text where you want the data to appear.

    For example: If you use „Dear #BillingAddress.FullName“ at the beginning of the text, the placeholder will use the customer’s first name and surname from the billing address, e.g. „Dear Jane Doe“.
  4. Once you are done, select Save.

You have edited the template for the respective order document type.

To edit the other order document templates, repeat the steps above. Remember that some of the settings are automatically applied to other order document types.

Info

For further information on creating order documents, refer to Manage orders.

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