Getting started – Invoice Autopilot

Invoice Autopilot turns your Shopify orders into invoices and credit notes as PDFs with an embedded e-invoice. Setup usually takes only a few minutes. The app’s Overview always shows which step is still missing.

App overview with the setup steps company details, first invoice, automation, invoice for customers and archive export test — The overview guides you through setup and shows the status of each step.

1. Install the app and choose a plan

Install the app from the Shopify App Store and choose a plan. Billing runs through your Shopify invoice. Every finished invoice and every credit note counts as a document; previews and downloads do not. More under Plans and billing.

2. Add your company details

Open Settings › Company and tax details and enter your company name, address, country and tax number or VAT ID. While something is missing, the app shows it at the top under Still to do and creates no invoice. Details: Company and tax.

3. Create your first invoice by hand

Go to Invoices, enter a paid test order under Review a Shopify order and click Load order. You see the invoice preview with every line, VAT rate and total – still without an invoice number. If everything is right, click Create invoice. Then open the PDF and the e-invoice (XML) once.

From order to finished invoice (demo shop, 12 seconds).

4. Turn on automation

Under Settings › Automatic documents you let the app create invoices on payment and credit notes on refund by itself. Turn on from today does that in one step. Start dates, filters and exceptions are explained under Automation.

5. Invoice for customers and archive

Customers: customers find their invoices in the new customer accounts. We also recommend the invoice link in the order confirmation. See Customer account and invoice link.
Archive: download one month as an export and check that your accounting can work with it. See Export and archive.

After that, the overview shows Complete for every step.