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Quick Start Guide
The Quick Start guide walks you through the essential initial configurations to get EZ Order Printer running seamlessly on your store. Completing these 5 setup steps ensures your branding is applied, templates are customized, and automated delivery is active across all sales channels.
Step 1: Set Up Your Brand
Establish a consistent brand identity across all generated invoices, receipts, and packing slips.
- What it does: Syncs your store logo, company legal name, business address, contact info, and tax/VAT numbers to appear on every document header and footer.
- How to configure: Click Set brand info to open your store profile settings and enter your business credentials.
Step 2: Customize Your Template
Tailor the layout and appearance of your order documents to fit your store's style.
- What it does: Lets you select from a library of ready-to-use layouts and modify colors, fonts, line items, and custom notes without writing code.
- How to configure: Click Select template to choose a base layout for invoices, packing slips, or refund notes, then use the visual editor to fine-tune the design.
Step 3: Print from Shopify POS
Connect physical in-person sales with instant document printing.
- What it does: Integrates with the Shopify POS app so retail staff can print physical receipts and PDF invoices directly from your store terminal.
- How to configure: Click Enable POS extension and add the EZ Order Printer tile to your Shopify POS grid.
Step 4: Download from Online Store
Provide a frictionless self-service experience for shoppers directly on your storefront.
- What it does: Displays customizable "Download Invoice" buttons on key customer touchpoints: the Thank-You page, Order Status page, and Customer Account portal.
- How to configure: Click Customize button to adjust button labels, colors, and placement on your storefront pages.
Step 5: Set Up Email Automation
Deliver invoices to your customers automatically without manual intervention.
- What it does: Automatically attaches or embeds PDF invoice download links in transactional emails sent when an order is placed, paid, or fulfilled.
- How to configure: Click Set up automation to choose which order events trigger emails and customize the email subject and body content.
