Quotes and invoices

A ticket becomes an order when you send a Shopify invoice from it. The customer pays through Shopify checkout — IntoPaid never touches the card.

Before you can quote

You need two things in place before the invoice button will work:

• Shopify connected. Go to Settings → Integrations or follow the Connect Shopify guide. Invoicing is blocked until the connection is active.
• Customer email on the ticket. The invoice is emailed to whatever address is on the ticket, so make sure one is there before you try to send.

Sending an invoice

1. Open the ticket.
2. Search your Shopify catalog and add line items — products, variants, and prices all pull live from Shopify.
3. Create the draft invoice and send it. The email uses the Invoice / quote template, which you can edit under Settings → Customer emails (see Customer emails for details).
4. The customer clicks through to Shopify checkout and pays there. They do not need an IntoPaid account.
5. When checkout completes, the ticket is tagged as paid. The invoice also appears on the Payments page.

You can optionally attach an existing Shopify customer record to the ticket before invoicing.

Payment reminders

If the customer hasn't paid yet, you can send a payment reminder from the ticket. The reminder only works when the invoice already has a payment link — if it fails, the invoice may not have been sent in the first place.

Payment reminders are separate from pickup reminders.

Revising a quote

Need to change the order before the customer pays? See Revised quotes for how to update line items and resend.

If the customer has already paid, make adjustments directly in Shopify and leave an internal note on the ticket so your team knows what changed.

After payment

Once the ticket is marked paid, your next step is usually to lock in a pickup time.