# Invoices

### **Why you should use it**

{% hint style="success" %}
A subtle, effective way to grow revenues and be more professional. Add incentives and coupons on your invoices that drive sales.
{% endhint %}

**Say adios to boring invoices**

Replace standard invoice e-mails from your e-commerce platform with templates that reflect your company’s branding. Use our default invoice templates or create something from scratch. Populate pictures, descriptions**,** and hundreds of other useful product details with our workflow merge variables.

* Drive revenues with optimized invoices
* Customize to your organization’s branding
* Starter templates that will populate images, prices, descriptions, quantities, and more

### **How to get started**

1. Login to your [account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Transactional**
6. Choose **Invoices**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Choose a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### **Dashboard overview**

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Send To – all customers (default)
* Order status – select the order status that will trigger the rule
* Send - send immediately or specify a time in the future to send the message.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

**How to disable order notifications by shopping cart platform**

* 3dcart – login to your store’s admin, click **Store**, **Settings**, **General**, and then uncheck the order statuses that would trigger for new orders i.e. *New, Unpaid, Processing*.
* Bigcommerce – login to your store's admin, click **Marketing**, **Transactional Emails**, click the drop-down on the right, and then finally choose **Disable.**
* Shopify – currently, there is no manual solution to override the default customer order notifications.
* Volusion – currently, there is no manual solution to override the default customer order notifications.
* WooCommerce – [detailed instructions](https://docs.woocommerce.com/document/email-faq/)

**Compatibility**

* All shopping carts are supported by this messaging workflow, but only certain platforms allow a full override.