Automatic Email Manager and Fordeer PDF Invoice Generator: A Seamless Integration to Enhance Shopify Automation
Unlock the true potential of your Shopify store with a groundbreaking collaboration that brings efficiency and innovation to the forefront. In this article, we delve into the seamless integration between Namtuk's Automatic Email Manager and Fordeer's PDF Invoice Generator add-on, exploring how this partnership is reshaping the way Shopify merchants manage their emails and invoices and taking Shopify automation to the next level.
An Overview of Automatic Email Manager and Fordeer: PDF Invoice Generator
The advantages of automating invoices on Shopify
How to implement workflow automation
An abundance of process analysis tools enables entrepreneurs to automate routine, everyday tasks. You may be able to automate workflows in your company by using these procedures.
- Determine which procedures can be automated;
- Evaluate the existing workflow and detect any bottlenecks;
- Select the appropriate devices and software;
- Review and put the automated workflow into practice;
- Track and assess the outcomes
The Advantages of Automating Invoices on Shopify
In every area of e-commerce, automation provides a competitive edge. Shopify's platform is unique when it comes to invoicing because it provides both integrated and external solutions that modify how businesses charge their clients. Let's examine some strong arguments for Shopify invoice automation:
Optimizing processes for effectiveness
Manual invoicing can be laborious and time-consuming, particularly for companies that handle a large volume of orders. Systematic invoice creation, dispatch, and even tracking are made possible by automation.
This guarantees that each order matches an invoice, and that each invoice consistently reaches its appropriate destination. As a result, the store's operational effectiveness significantly increases, freeing up retailers to concentrate on their primary business operations, like marketing, product listing, and customer care.
Improving customer experience with prompt reactions
Consider a consumer who has just made a transaction and is awaiting their invoice. This can take time in manual processes, which can be stressful and could result in cart abandonment. Shopify's automated invoicing systems guarantee that bills are issued on time, frequently right away following a purchase. Quick action builds confidence, which boosts client happiness and loyalty.
Minimizing human errors in billing
Errors caused by human intervention can take many forms, such as missing details, faulty calculations, or inaccurate addresses. In addition to damaging the brand's reputation, these errors may cause financial inconsistencies. Automated billing reduces these kinds of mistakes. The invoices that are generated are correct, consistent, and reflect the precise transaction details because pre-setting details and utilizing the data that is already on Shopify are done.
Monitoring and tracking of finances in real-time
Whether an invoice has been viewed, paid for, or is still pending, merchants may monitor its status with automation. This kind of real-time financial tracking provides information on cash flow, past-due bills, and financial projections. This facilitates improved financial planning, guarantees corporate stability, and allows companies to seize opportunities as they present themselves.
Automatic Email Manager and its key features
You can install Automatic Email Manager as software on your Windows desktop, server, or tablet. Employees can focus more on other duties because repetitive chores like responding to incoming emails and attachments are handled automatically.
Emails can be automatically printed, converted and saved as PDFs, marked as read, and deleted from the server, and many more capabilities are available with this email management solution. Since all data is kept locally on the user's installed device, the user is the only one with access to it.
This app does not transmit your information to our server or any other third-party service; instead, all operations in Automatic Email Manager are handled locally on the machine on which it is installed. Amazingly simple to use, all of these actions are applied to the emails and bundled in a scenario:
Key features:
- Print full or part of an email body in html or text format, to any printer, even on receipt printer, perfect to auto print your orders, reports,...;
- Auto print the attachments received inside the emails, works with all major attachments types like PDF, Word, Excel, Text, Photos, etc.;
- Auto detect the files to download from the links inside the email body, then process them like a classic attachment;
- Explore more here
Fordeer: PDF Invoice Generator: a must-have add-on
Fordeer: PDF Invoice Generator is a must-have add-on for businesses using Shopify. This powerful tool simplifies the process of generating professional and on-brand invoices for customers. With Fordeer, Shopify merchants can create visually appealing PDF invoices that reflect their brand identity and provide a professional touch to their transactions.
One of the key benefits of Fordeer is its user-friendly interface, which makes it easy for businesses to create and personalize invoices. orders, refunds, packing slips, and quotations. The add-on offers a range of available templates and design options, allowing businesses to tailor their invoices to suit their specific needs. From adding logos and company information to including personalized messages and terms of service, Fordeer provides the flexibility to create invoices that align with the brand's font, colour, and style.
Another standout feature of Fordeer is its automation capabilities. The add-on seamlessly integrates with Shopify, automatically generating invoices and email delivery for each customer's order. This eliminates the need for manual invoice creation, saving businesses valuable time and resources. Additionally, Fordeer can be set up to send invoices to customers via email, further streamlining the invoicing process and enhancing customer satisfaction.
Furthermore, Fordeer offers batch print-and-download options. You can effortlessly print or download invoices, orders, refunds, etc., in bulk, even with an order including more than 50 items.
Key features:
- Personalize and be able to change code to make the invoice templates on-brand;
- For B2B and wholesale, effortlessly display the tax value to obtain invoices with 100% tax compliance.;
- Orders and invoices can be printed and downloaded in bulk, even if they contain over 50 items;
- Easily set up email automation campaigns with PDF invoices attached;
- POS and mobile device integration; multilingual and multicurrency invoice support
Automatic Email Manager & Fordeer: PDF Invoice Generator: A Seamless Integration
How Automatic Email Manager and Fordeer PDF Invoice Generator work together
Automatic Email Manager and Fordeer PDF Invoice Generator work together seamlessly to enhance the efficiency and automation of businesses' email and invoicing processes.
The integration between Fordeer: PDF Invoice Generator and Automatic Email Manager offers an advanced solution for businesses to automate the process of obtaining and printing important documents such as invoices, packing slips, and more. With Fordeer, businesses can add a download or print invoices button to their order notification emails, allowing customers to access and print their invoices manually.
However, based on feedback from active users, it became evident that they desired a more automated solution to streamline the document retrieval and printing processes. To address this need, Fordeer and Automatic Email Manager have collaborated to provide a new integration for our shared customers. Users can automate the entire process by installing Automatic Email Manager and setting up a scenario to download and print the documents from the links found in received emails.
Once the scenario is created, businesses can let Automatic Email Manager run in the background, and the important Shopify documents, such as invoices and packing slips, will be automatically sent to the printer in real time. This integration eliminates manual handling and ensures documents are printed promptly and accurately.
By combining the capabilities of Fordeer: PDF Invoice Generator and Automatic Email Manager, businesses can achieve a fully automated document retrieval and printing workflow. This integration saves time, reduces manual effort, and enhances efficiency, allowing businesses to focus on other critical tasks while ensuring that important documents are promptly and automatically printed.
Guidelines to utilize the integration on Shopify automation
Easily connect Fordeer with Automatic Email Manager to handle Shopify invoices and packing slips better. This guide shows you how to automatically send Shopify store invoices (and packing slips) straight to your printers, avoiding the need for manual work.
And now, let's follow the instructions for setting up Fordeer and Automatic Email Manager
Step 1: Install the app on your Shopify store admin
To begin, log into your Shopify admin panel. Search for the 'Fordeer: Invoice Order Printer' app in the Shopify app store or use this direct link for a hassle-free installation. Take advantage of the 7-day free trial to experience its features.
Post-installation, access the Settings page and then click on the Frontend download option to enable the download button configuration:
Then scroll down and copy the HTML code to insert in the Shopify email notification.
Step 2: Add invoice link to the email notification sent by Shopify
Go in the Shopify admin page. For the detailed guideline, please visit our Help Center: How to add Download button to Shopify’s confirmation emails?
With the HTML code copied from Fordeer Invoice app, you come to Staff notifications and click on New order.
Next, click Edit code and paste the code from Step 1 onto Email Body (HTML), normally right above the </body> tag at the bottom. Remember to Save all the modifications.
For any help with Fordeer's app, you can contact us directly here. Our support team is always willing to assist you 24/7 with our exceptional service.
Step 3: Install Automatic Email Manager and add a scenario to download the invoice and print to your printer
Download and installation are like any software/application on Windows, just follow the on-screen instructions:screen instruction to install
The final phase involves linking your email box to the Automatic Email Manager. Connect Automatic Email Manager to the email box which receives the invoices and/or packing slips, just follow on-screen instruction:Connect email box instructions
When your email box is connected to Automatic Email Manager, it is the moment where the magic happens: create a scenario (or use the example sample) that encompasses a series of automated actions. These include downloading files from link found in email body, printing attachments directly, and then marking the email as read (Alternatively, you can opt to move the email from the inbox to a different folder. This helps in maintaining an organized and clutter-free inbox, ensuring efficient management of your Shopify store's transactions).
The important action is the Download file from link in email, please set it like this:
The url must start with: https://myshop.myshopify.com/_t/c/
Replace the myshop url with your store address, but keep the rest /_t/_c/
Next, choose the Print attachments action and pick your preferred printer. Use the Mark email as read action to know when an email has been handled. You can also add more actions for when you receive an invoice or packing slip, like 'Save attachments'.
Final thoughts,
To sum up, it is undeniable that the integration between Automatic Email Manager and Fordeer's PDF Invoice Generator offers a seamless solution for Shopify automation.This collaboration empowers merchants to streamline their processes, enhance customer experience, and boost productivity. By automating the generation of PDF invoices, sending personalized email notifications, and organizing order data, this integration simplifies the management of Shopify stores.
With reduced manual workloads and increased efficiency, merchants can focus on growing their business and delivering exceptional service to their customers. The integration truly exemplifies the power of automation in transforming e-commerce operations, making it an invaluable tool for any Shopify merchant looking to optimize their workflow and stay ahead in a competitive market.
