Send a PDF invoice when an order is created, with Mechanic.

Mechanic is a development and ecommerce automation platform for Shopify. :)

Send a PDF invoice when an order is created

Automatically generate an invoice PDF, to be emailed to the address on file for the order, if the order has not yet been paid. Useful for working with billing departments, or with anyone else who needs an order summary auto-emailed. :)

Runs Occurs whenever an order is created. Configuration includes days to wait before emailing, email subject, email body, pdf attachment filename, and pdf html template.

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Documentation

Automatically generate an invoice PDF, to be emailed to the address on file for the order, if the order has not yet been paid. Useful for working with billing departments, or with anyone else who needs an order summary auto-emailed. :)

This task automatically generates a PDF, based on the supplied HTML template. Configure to taste! To use a template from Order Printer, see this guide.

No email will be sent if the order does not have an email on file, or if the order's financial status is not "pending".

Developer details

Mechanic is designed to benefit everybody: merchants, customers, developers, agencies, Shopifolks, everybody.

That’s why we make it easy to configure automation without code, why we make it easy to tweak the underlying code once tasks are installed, and why we publish it all here for everyone to learn from.

(By the way, have you seen our documentation? Have you joined the Slack community?)

Open source
View on GitHub to contribute to this task
Subscriptions
shopify/orders/create{% if options.days_to_wait_before_emailing__number %}+{{ options.days_to_wait_before_emailing__number }}.days{% endif %}
Tasks use subscriptions to sign up for specific kinds of events. Learn more
Options
days to wait before emailing (number), email subject (required), email body (multiline, required), pdf attachment filename (required), pdf html template (code, multiline, required)
Code
{% comment %}
  Preferred option order:

  {{ options.days_to_wait_before_emailing__number }}
  {{ options.email_subject__required }}
  {{ options.email_body__multiline_required }}
  {{ options.pdf_attachment_filename__required }}
  {{ options.pdf_html_template__code_multiline_required }}
{% endcomment %}

{% if event.preview %}
  {% capture order_json %}
    {
      "email": "customer@example.com",
      "financial_status": "pending"
    }
  {% endcapture %}

  {% assign order = order_json | parse_json %}
{% endif %}

{% if order.email != blank and order.financial_status == "pending" %}
  {% action "email" %}
    {
      "to": {{ order.email | json }},
      "subject": {{ options.email_subject__required | strip | json }},
      "body": {{ options.email_body__multiline_required | strip | newline_to_br | json }},
      "reply_to": {{ shop.customer_email | json }},
      "from_display_name": {{ shop.name | json }},
      "attachments": {
        {{ options.pdf_attachment_filename__required | json }}: {
          "pdf": {
            "html": {{ options.pdf_html_template__code_multiline_required | json }}
          }
        }
      }
    }
  {% endaction %}
{% endif %}
Task code is written in Mechanic Liquid, an extension of open-source Liquid enhanced for automation. Learn more
Defaults
Email subject
Attached: Invoice for order {{ order.name }}
Email body
Hello,

Thank you for your order! Please see the attached invoice for details and payment options.

Thanks,
{{ shop.name }}
PDF attachment filename
invoice-{{ order.order_number }}.pdf
PDF HTML template
<h1>Order {{ order.name }} for {{ shop.name }}</h1>

<h2>Items</h2>

<ul>
  {% for line_item in order.line_items %}
    <li>
      {{ line_item.quantity }} x {{ line_item.title }}: {{ line_item.price | money_with_currency }}
    </li>
  {% endfor %}
</ul>

<h2>Totals</h2>

<ul>
  <li>Items: {{ order.total_line_items_price | money_with_currency }}</li>
  <li>Discounts: {{ order.total_discounts | money_with_currency }}</li>
  <li>Subtotal: {{ order.subtotal_price | money_with_currency }}</li>
  <li>Total (including taxes, shipping, tips): {{ order.total_price | money_with_currency }}</li>
</ul>

<p>To arrange payment, contact {{ shop.customer_email }}.</p>