Managing your finances has never been easier with our streamlined process for downloading invoices from your Automated Shop orders. Use the Automation Dashboard or the order details page to access and download invoices for your automated shop orders.
Here's a simple guide to help you download an invoice for your Automation shop order:
Navigate to the Automated Gifting Page
Expand the Sidebar Menu (if collapsed)
Click on the left-facing arrow ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
(If the menu is already expanded, you can skip this step.)
Navigate to the Automated Gifting Page
In the sidebar menu, locate and click on "Automations" to go to your automated gifting page.
Select the Automation You Want to Edit
Locate the automation you want to update.
Click on it to open the Automation Dashboard.
🔍Filter Automations by Owner (For Company Workspace Users):
If you have permission to access and manage Automated Gifting, you can use the OWNED BY filter to view Automations created by other users in your Company Workspace.
For a complete guide, follow the steps in this article: 👉 How to Filter Automations by Owner
Initiate the Invoice Download
There are two ways to initiate the download of the order's invoice
Option 1: Initiate the Download via the Automation Dashboard
You can download an invoice directly from the Automation Dashboard by following these steps:
Locate the order in the dashboard and identify its order number.
Click the dropdown arrow in the order's section to display additional options.
Click DOWNLOAD INVOICE(S).
Option 2: Initiate the Download via the Order Details Page
You can also download an invoice from the order details page.
Locate the order you want to review.
Click the order number to open the order details page.
On the Order page, click the three-dot icon (...) and then select "Download Invoice(s)".
Download the Invoice
After selecting Download Invoice(s), a pop-up window will appear with options to download a Master Invoice or an invoice for a specific transaction.
To download an invoice:
Review the available invoice options in the pop-up window.
Find the Master Invoice or the specific transaction invoice you need.
Click the download icon next to the relevant invoice.
The selected invoice will be downloaded to your device.
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