Invoice request reply template

A receipt in one reply, an invoice in two.

Most customers only need the confirmation email. Business buyers need their company details on it, so ask once for exactly those.Updated · By Ziyad Basheer

Short answer

For most customers the order confirmation email is the receipt, so point them to it or resend it. Business buyers who need a formal invoice want the company name, address and tax number on it, so collect those in one message and send the invoice from your store.

The templates

Fills in from Shopify, with a fallbackYours to fill in
EmailInvoice with company details
Subject: Your invoice for order.name
Hi customer.first_name, Attached is the invoice for order.name, made out to: Company name Company address Tax or VAT number Total: order.total. If anything needs changing for your accounts, reply and we will reissue it.
ChatReceipt or invoice
Your order confirmation email for order.name works as your receipt. If you need an invoice with a company name or tax number on it, reply with those details and our team will send one.
Internal noteBefore you reply
Invoice requested for order.name, order.total. Company details: from the conversation. Create the invoice from Shopify or your invoice app, attach it, and send the email template. Leave the order itself unchanged.

When to use

The customer asks for a receipt or a formal invoice for an order. Not when they ask why the order confirmation email never arrived.Aide picks a procedure from its When to use. Paste this into your procedure, then edit it for your store.

Only if

They ask for paperworkYour invoice or receipt topic is detected, such as “Can I get an invoice?”
The right orderOrder exists is true. The reply then names the order the receipt belongs to.
Business detailsOptional: collect company name and tax number fields before handing off.

Example conversation

Customer
Can I get an invoice for #1081? I need it for my expenses.
Aide
Of course. Your order confirmation email for #1081 works as your receipt. If you need an invoice with a company name or tax number on it, reply with those details and our team will send one.
Customer
Yes, it needs to say Northfield Studio Ltd.
✓Receipt reply sent · Order #1081

Frequently asked questions

For most customers, yes. It lists the items, prices, tax and total. Some business buyers need a formal invoice with their company details instead.

Your business name and address, the buyer's company name and address, the order number and date, each item with its price, the tax charged, and any tax numbers both sides need.

No. Aide answers the request and collects the company details in the conversation, and a teammate creates and sends the invoice from your store.

Send this with the order filled in

Aide fills in the Shopify order and tracking, then drafts or sends the reply, as you choose.