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Email Automation ​

The Email Automation module in EZ Order Printer allows you to automatically deliver PDF documents directly to buyers or internal teams based on real-time order events.

Avoid duplicate emails

Shopify also sends its own notification emails for order events (for example, order confirmation and shipping confirmation). If EZ Order Printer emails the same event, your customers receive two emails. Shopify's order confirmation email can't be turned off; shipping, refund, local pickup, and local delivery notifications can. See Shopify Notifications & Duplicate Emails to choose the right setup.

Global Automation Settings ​

Each document tab shares a standardized configuration layout for recipient controls, exclusions, and tag filters:

General & Recipient Controls ​

  • Enable: Toggle the main switch to activate or deactivate email automation for the selected document type.
  • Edit email template: Opens the Email Template Editor to customize subject lines, email body text, logo headers, and layout styling.
  • Automatically send email to customers with attached PDF file: Automatically dispatches the PDF document to the buyer's email address upon triggering. If unchecked, emails are sent only to internal BCC addresses.
  • Automatically send email to merchant when triggered by selected action: Sends a copy of the notification email and attached PDF to the merchant or internal operations team.
  • Disable email automation for POS orders: Excludes transactions processed through Shopify POS from triggering automated emails.
  • Disable email automation for orders created in Shopify admin: Excludes orders generated manually from draft orders in the Shopify admin from triggering automated emails.

Sender & Filters ​

  • Reply email address: Specifies the email address (e.g., support@ezorder.io) that receives customer responses.
  • BCC Email to: Allows adding up to 5 verified internal email addresses to receive hidden copies for accounting, fulfillment, or record-keeping.
  • Include Order Tags: Sends automated emails only for orders containing at least one of these specified tags.
  • Include Customer Tags: Sends automated emails only to buyers who have at least one of these customer tags on their profile.
  • Exclude Order Tags: Skips automated email delivery if the order includes any of these tags.
  • Exclude Customer Tags: Skips automated email delivery if the customer profile includes any of these tags.

Document Types & Trigger Actions ​

Select a document tab to configure its specific delivery triggers and rules:

1. Invoice / Receipt ​

Automates commercial tax invoices and sales receipts based on general order lifecycle events.

Trigger Actions Explained ​

  • Order created: Triggers immediately when a new customer order is placed at checkout.
  • Order paid: Triggers as soon as the order payment status transitions to Paid.
  • Order fulfilled: Triggers when all items in the order have been completely fulfilled.
  • Order partially fulfilled: Triggers when a portion of the order items are fulfilled.
  • Order cancelled: Triggers when an active order is cancelled by the merchant or customer.
  • Order refunded: Triggers when the order payment is fully refunded.
  • Order partially refunded: Triggers when a partial refund is issued for specific line items or amounts.
  • Order edited: Triggers whenever line items, quantities, or prices are edited in Shopify Admin.
  • Order updated: Triggers on general updates to the order record.
  • Order deleted: Triggers when an order entry is permanently removed.

2. Packing Slip ​

Automates fulfillment slips highlighting line items, quantities, and delivery notes for shipping and warehouse operations.

Trigger Actions Explained ​

  • Fulfillment created: Triggers immediately when a new fulfillment package or shipping label is generated in Shopify.
  • Fulfillment updated: Triggers whenever an existing fulfillment record is modified (e.g., tracking numbers updated or items adjusted).

3. Refund / Credit Note ​

Automates credit memos and refund receipts issued for returned products or cancelled transactions.

Trigger Actions Explained ​

  • Refund created: Triggers immediately when a full or partial refund transaction is issued in Shopify.

4. Return Slip ​

Automates return merchandise authorization (RMA) slips and customer exchange documentation.

Trigger Actions Explained ​

  • Return requested: Triggers when a customer submits a new return request.
  • Return approved: Triggers when the merchant officially approves the submitted return request.
  • Return declined: Triggers when the merchant rejects the return request.
  • Return cancelled: Triggers if an active return request is cancelled.
  • Return processed: Triggers when returned items are physically received and logged into inventory.
  • Return closed: Triggers when the entire return process is finalized and marked complete.
  • Return reopened: Triggers when a previously closed return record is reopened for adjustments.
  • Return updated: Triggers whenever return details or item statuses are modified.

5. Draft Order ​

Automates formal proforma invoices and price quotations for manual, wholesale, or B2B orders.

Trigger Actions Explained ​

  • Draft order created: Triggers immediately when a new manual draft order or quote is created in Shopify Admin.
  • Draft order updated: Triggers whenever changes are made to an open draft order (e.g., modifying items or applying custom discounts).
  • Draft order deleted: Triggers when a draft order entry is removed.