Automaion Overview

The Email Automation module in EZ Order Printer allows you to automatically deliver PDF invoices, packing slips, refund receipts, and quotes directly to your buyers' inboxes based on real-time order events.

How Automation Works

The app automatically tracks order status updates from your Shopify store and delivers documents without manual intervention:

1. Order Event Triggered: Shopify registers a new order event (e.g., an order is paid, fulfilled, or refunded).
2. PDF Generation: EZ Order Printer automatically renders the latest PDF document using your selected template design.
3. Email Dispatch: The app sends a transactional email containing the PDF attachment or a secure download link directly to the recipient.

Document Automation Pages

Configure sending rules and triggers individually for each document category:

• Invoice / Receipt: Trigger commercial invoices upon order placement or payment completion.
• Packing slip: Deliver fulfillment slips to customers or internal fulfillment teams when orders are processed.
• Refund / Credit note: Send credit notes automatically when items are refunded or canceled.
• Return slip: Dispatch return authorization forms when return requests are initiated.
• Draft order: Send proforma invoices or quotations immediately upon creating a manual draft order.

Global Email Settings

You can also customize the email template layout, subject lines, and sender branding across all automated notifications on the Email Template Editor page.