How to customize your Shopify invoice template (step-by-step, 2026)

Your invoice is one of the few documents a customer keeps after the parcel is unpacked. Accountants file it, wholesale buyers forward it to their finance team, and some customers print it for warranty claims. Yet most stores still send the generic confirmation Shopify produces by default.

This guide walks through what a good Shopify invoice template contains, how to customize one without touching code, and how to make sure the right invoice reaches the right customer automatically.

Why customize your Shopify invoice template?

Shopify’s built-in order notifications are designed to confirm a purchase, not to serve as an invoice. They are hard to restyle, they don’t produce a PDF your customer can file, and they rarely carry the legal details many countries require.

A customized invoice template fixes three problems at once:

• Brand consistency. The document looks like your store — your logo, colours and typography — instead of a system printout.
• Compliance. You can add the tax number, company registration number, invoice number sequence and payment terms your jurisdiction expects.
• Fewer support emails. When the invoice is clear, complete and easy to download, customers stop asking you to resend it or correct it.

What every invoice should include

Requirements vary by country, but a solid invoice template usually contains:

1. Seller details — legal business name, address, email and phone.
2. Tax and registration numbers — for example a VAT, GST or sales-tax ID and a company registration number.
3. A unique invoice number and the issue date (plus a due date for B2B orders on payment terms).
4. Customer details — billing and shipping address, and company name and tax ID for business buyers.
5. Line items — product name, SKU, variant, quantity, unit price, discounts and tax per line.
6. Totals — subtotal, shipping, tax breakdown by rate, grand total, amount paid and balance due.
7. Payment information — method, status and any bank details for transfers.

If you sell to businesses, add the purchase-order number and payment terms your buyers reference. Their accounts-payable team will often reject an invoice without them.

How to customize your invoice template in EZ Order Printer

EZ Order Printer lets you design every document — invoices, packing slips, refunds, return slips and draft-order quotes — from one place in your Shopify admin. Here is the workflow for invoices.

1. Install the app and open Templates

Install EZ Order Printer from the Shopify App Store. Your store name, address and currency are picked up automatically, so your first preview already uses real data. Open Templates and select the Invoice / Receipt document type.

2. Pick a starting design

Choose from 14 ready-made designs. Minimal layouts such as Carbon or Helium suit fashion and lifestyle brands; denser layouts such as Platinum or Nickel work well for wholesale orders with many lines. You can switch designs at any time without losing your settings.

3. Add your branding

Upload your logo, then set your brand colours and fonts. The live preview re-renders as you edit, so you see exactly what customers will receive. Branding is shared across document types, so your packing slips and credit notes follow automatically.

4. Turn on the blocks you need

Toggle the content blocks your business requires: tax number, registration number, bank account, order notes, tracking information, a barcode for the order number, and a thank-you message. Anything you switch off disappears cleanly from the layout.

5. Adjust wording and languages

Every label on the document can be rewritten — for example “Tax invoice” instead of “Invoice”, or “VAT” instead of “Tax”. Documents are translated into 29 languages and follow the customer’s language automatically, so a French customer receives a French invoice without you maintaining a second template.

6. Test with a real order

Open any recent order and preview the invoice. Check a few edge cases before going live: an order with a discount code, a partially refunded order, an order in a different currency, and a B2B order with a purchase-order number.

Deliver invoices without lifting a finger

A great template only helps if customers receive it. EZ Order Printer gives you three delivery routes:

• Print or download from the order page in Shopify admin, or select many orders and download them as one file.
• Email with the PDF attached, either manually from an order or automatically on a Shopify event such as Order paid or Order fulfilled. Automations can be filtered by order or customer tags — for example, only wholesale customers.
• Customer self-service. A download button on the order status and thank-you pages lets customers grab the latest version of their invoice themselves.

Invoice template checklist

Before you publish your new template, run through this list:

• Logo is sharp and sized correctly on both A4 and Letter paper
• Legal business name and address match your registration
• Tax and registration numbers are shown where required
• Invoice numbers are unique and sequential
• Discounts, shipping and tax are broken down clearly
• B2B orders show purchase-order number and payment terms
• Labels read naturally in every language you sell in
• Automatic email is enabled for the moment that suits your workflow

Frequently asked questions

Can I edit Shopify invoices without code?

Yes. With an invoice app such as EZ Order Printer you customize templates visually — logo, colours, fonts and content blocks — with no Liquid or HTML required.

Can I use different templates for invoices and packing slips?

Yes. Each document type has its own template, while your branding and company details are shared, so everything stays consistent.

Do customized invoices work for draft orders?

Yes. Draft orders get their own template, which works well as a quote or pro-forma invoice you can email before the customer pays.

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Ready to replace the default? Install EZ Order Printer and have your first branded invoice ready in minutes — it’s free during early access.