Printed PDF Invoice
Overview
The Printed PDF Invoice feature within the RFQ module allows store owners to generate professional quote documents or invoices for B2B negotiations. This tool is essential for providing customers with a formal price proposal before it is finalized as a Shopify order.
By converting a quote to a draft order and exporting it, you ensure that the customer receives a clear, well-formatted document reflecting any negotiated prices.
Setup Guide
Follow these steps to generate and export your PDF invoice:
Step 1: Access B2Bridge Request A Quote
Navigate to the B2Bridge App dashboard and select B2B Features > Request for Quote from the sidebar menu.
Step 2: Initialize Quote Details
Start creating the quote by:
Selecting the Customer Email.
Adding the requested Products.
Editing Quantities and Prices:
You can manually adjust the unit price or quantity for each line item to match the negotiated terms.
Step 3: Create the Quote Click the Create Order button to save the information and generate a formal quote.
Step 4: Convert to Draft Order To prepare the quote for official invoicing, click the Convert to Draft Order button. This action syncs the negotiated quote details into a Shopify Draft Order.
After confirming all details are accurate, click the Export button. The system will generate the final file, which you can then download to your device, print, or send directly to your client.
Frequently Asked Questions (FAQ)
Does the PDF include taxes and shipping costs?
Yes, the exported invoice will include all costs, including taxes and shipping fees, as calculated during the manual order creation step.
Can I export invoices for existing Shopify orders?
This specific workflow is designed for orders created through the Quote feature within B2Bridge to ensure all B2B-specific data is captured correctly.
Need Help?
If you have questions or run into issues while using any feature, we’re here to help.
💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.
📧 Email us at [email protected] and we’ll get back to you as soon as possible.
Last updated
Was this helpful?