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Getting started
The four-step setup assistant: shop details, email delivery, invoice template and DPA — ready to go in a few minutes.
After installing from the Shopify App Store, a 4-step setup wizard guides you through the complete configuration. You'll be ready in minutes.
Easy Invoices at a glance
A 2-minute explainer: how automatic invoices, exports and delivery work in Easy Invoices.
Step 1: Shop Setup
Enter your company details so all invoices are issued correctly.
- Company name and business address
- Invoice number prefix (e.g., INV-)
- Optional year prepending (e.g., 2026-001)
- Tax number and VAT ID
- Bank details (IBAN, BIC, account holder)
Step 2: Email Setup
Choose how invoices should be sent to your customers.
- Whitelabel service: Ready to use immediately, no technical configuration needed
- Custom SMTP server: Emails sent from your own domain
- Quick setup for Gmail, Outlook, and OVH
- Optional DKIM setup wizard for better deliverability
Step 3: Customize Templates
Design your invoices to match your brand.
- Upload logo and adjust size
- Intro text for invoices, credit notes, and cancellations
- Footer with custom information
- Live preview of your changes
Step 4: Review & DPA
Review all settings and complete the setup.
- Summary of all settings at a glance
- Confirm Data Processing Agreement (DPA)
- Generate and review a test invoice
- Activate automatic invoice generation
You can change all settings at any time later in the app settings.
Still have questions?
Our support team helps you right in the app or by email.