Q: How to Add Code to a Specified Section

Step 1 : Open the editor and click Add block / Add Section. This opens a selection of blocks or apps that you can add. <img src="https://storage.crisp.chat/users/helpdesk/website/b615694a37928000/19c6201d-86a1-4543-bb37-9d4f04_iq4smc.png" alt="" /> Step 2 : Select the F: HTML/CSS : JS Liquid Code app. It will add a new block to your store. <img src="https://storage.crisp.chat/users/helpdesk/website/eed8b23badcea800/615e926a-142f-440b-b23d-4ff1da_1h5tkaa.png" alt="" /> Step 3 : Click on the newly added app block to open the code editor, where you can write your custom code. <img src="https://storage.crisp.chat/users/helpdesk/website/6c4c3e7a424aa800/6ea99150-0a36-4a49-8aa0-0ddab5_qtj181.png" alt="" /> A new code block will be added to your store. You can easily change its position by dragging and dropping the block to your desired location. <img src="https://storage.crisp.chat/users/helpdesk/website/8bad4988f3867800/19cc2de5-b27b-4613-b1d9-c0b9d0_1qpw2zu.png" alt="" /> Video Tutorial Link : <a href="https://www.youtube.com/watch?v=we0ueLqPKdQ">https://www.youtube.com/watch?v=we0ueLqPKdQ</a> If you encounter any issues, please let us know. We are happy to help!

Question 1

How to Auto-Email Drafts when a draft is created?

Accepted Answer

Head over to "Send to Customer" section of app. Note: you must have pro or higher plans to use this feature.

Click Invoice

Under the "drafts" section, you'll find code to copy and paste. This will be visible to you once you upgrade to paid plans.

This will look something like this :

Click "copy".

Head over to Shopify setting and under Notifications section. Click on "Draft Order Invoice"

paste the code and click "preview" to see how it's displayed on Draft order confirmation email. Click "Save" when done.

Question 2

Add your customer's GSTIN (Indian Stores)

Accepted Answer

If your company sells to business customers in India, you will need to include each customer’s GSTIN (Goods and Services Tax Identification Number) on their invoices.

PDF Invoice - Order Printer allows you to capture your customers' GSTINs and automatically include them on your invoices.

In this article, we will cover how to include the GSTIN registration number using:

B2B Customers section(link)
Customer notes

B2B Customers section

Here you will find customers, their last order number and CIN Number.

CIN stands for Customer/Company Identification Number.

Enter your Customer's GSTIN number over here and Save. The respective invoices would have GSTIN number of Customers included. Make sure to enable "Show CIN" on Template settings if it doesn't show up.

Customer Notes Page

In addition to capturing customer GSTIN numbers via your store, you can also manually enter them via the Shopify admin.

This might be a useful option if your sales team regularly creates orders on behalf of your customers or if you need to create an order for a new customer manually.

Add the GSTIN registration number as a customer note

To add the customer's GSTIN number as a customer note:In your Shopify admin, go to the Customers page.Select a

Question 3

Style the CIN Collecting Form

Accepted Answer

Our app now allows Shopify merchants to customize the appearance of their CIN (Company/Customer Identification Number) collection form by adding custom CSS. Here's a step-by-step guide to use this feature.

Select the theme Theme Settings option.

Scroll down to the Custom CSS section and click on it.

Add your CSS code to the Custom CSS section. You can use the CSS class names provided by our app to make the process easier.
Save your changes and check the appearance of the CIN collection form on the cart page.

| Class | Element | | --- | --- | | finalinvoicecart | Form wrapper | | finalinvoicetitle | Title wrapper | | finalinvoicecin | CIN section wrapper | | finalinvoicecompany | Company Name section wrapper | | finalinvoicelabel | Labels in the form | | finalinvoiceinput | Inputs in the form |

NB: You can use check the Disable default styles option to remove the current default style, so you can start fresh.

Question 4

How to Auto-Email Invoice when an order is created?

Accepted Answer

Head over to "Send to Customer" section of app. Note: you must have pro or higher plans to use this feature.

Click Invoice

Click copy

Next step, Head over to Shopify setting and under Notifications section. Click on "Customer notifications"

Next step, Click on "Order confirmation"

Paste the code and Click "Preview" to see how it looks.

Click "Save" if everything looks good!

Note: This won't work for a test order or test stores, it will work on real orders and active stores with plan. Contact us at [email protected] if you face any further issues

Question 5

How to Add Code to a Specified Section

Accepted Answer

Step 1 : Open the editor and click Add block / Add Section. This opens a selection of blocks or apps that you can add.

Step 2 : Select the F: HTML/CSS : JS Liquid Code app. It will add a new block to your store.

Step 3 : Click on the newly added app block to open the code editor, where you can write your custom code.

A new code block will be added to your store. You can easily change its position by dragging and dropping the block to your desired location.

Video Tutorial Link : https://www.youtube.com/watch?v=we0ueLqPKdQ

If you encounter any issues, please let us know. We are happy to help!

Question 6

Meta-fields

Accepted Answer

In your Shopify admin page, Go to Settings → Custom data → Select an option (Products, Orders, etc) to configure the Meta-fields.

Here is an example of product meta-field:

List of meta-field definitions in product. Details of a product meta-field definition.

There are three fields in this definition:

Name
Namespace and key (the disabled one)
Description

Take the 2nd one - Namespace and Key separated by a period or full stop (.):

Namespace: custom

Key: color

These are the values we need for the meta-field configuration in Final Invoice.

Now, go to Templates in our app → click Customize → Line items → scroll down and check Show product meta fields → Add property and supply those values

Product meta-fields section in the line items.

Details of the product meta-field property.

Click Save template and you are good to go.

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