Knowing how to create an invoice on Shopify is essential for businesses handling custom orders, B2B transactions, or manual payments. But for many growing stores, the challenge is not just creating invoices; it is managing the full workflow from lead to payment without errors.
This is where integrating Shopify with monday.com becomes powerful.
Instead of manually recreating customer details, tracking pricing across emails, and building invoices from scratch, you can create a connected system where customer data, deal stages, and orders all stay aligned.
Sync For Shopify by BoostPlugins helps keep order data, pricing, and customer details accurate across workflows so invoices consistently reflect what was agreed upon. This becomes increasingly valuable as order volume grows and invoicing shifts from an occasional task to a daily operational requirement.
Understanding Shopify Invoices vs Receipts
Shopify receipts are generated automatically after payment is completed. Invoices, on the other hand, are sent before payment and are typically created using draft orders.
Invoices are used when:
- Orders are customized or negotiated
- Payments happen after approval
- You are working with wholesale or B2B clients
- Orders originate outside the standard checkout flow
For many businesses, this means invoices are tied directly to conversations, quotes, and internal deal tracking, not just transactions.
Using Shopify Draft Orders to Create an Invoice
The primary way to create an invoice on Shopify is through Shopify draft orders.
To create one:
- Go to Orders in your Shopify admin
- Click “Create order.”
- Add products, pricing, and customer details
- Save as a draft
- Click “Send invoice.”
This process works well, but it becomes inefficient when customer data and pricing are stored elsewhere.
That is where integration becomes critical.
Connecting monday.com to Shopify for a Better Workflow
When you connect Shopify with monday.com using Sync for Shopify by BoostPlugins, you unlock a much more efficient workflow:
1. Map Your Existing Contact Boards
Instead of re-entering customer details, you can map your monday.com contact boards directly to Shopify.
This allows you to:
- Use existing lead and customer data
- Keep records consistent across systems
- Avoid duplicate or incorrect entries
2. Create Shopify Customers Instantly
Once a lead is ready to move forward, you can create a Shopify customer directly from monday.com with one click.
No manual copying. No switching between platforms.
3. Build Draft Orders (Invoices) from Real Deal Data
Because pricing, products, and terms are already tracked in monday.com, you can create draft orders in Shopify that reflect exactly what was agreed upon.
This ensures:
- Accurate pricing
- Correct products and quantities
- Clear alignment between sales and invoicing
4. View Customer Purchase History
Once synced, you can see customer order history inside Shopify, giving your team better context for:
- Repeat buyers
- Custom pricing
- Ongoing relationships
This is the full flow users are actually looking for:
Lead → Customer → Draft Order → Invoice → Payment
How to Create and Send an Invoice (With Integration)
Once your systems are connected, the process becomes much more streamlined:
- Manage the lead in Monday.com
- Convert the lead into a Shopify customer
- Create a draft order using synced data
- Send the invoice directly from Shopify
- Customer completes payment → order is finalized
This removes guesswork and reduces the risk of mismatches between what was promised and what is invoiced.
Managing Taxes, Shipping, and Payments
Shopify automatically handles:
- Taxes based on location
- Shipping rates (manual or calculated)
- Payment processing via your enabled gateways
When your data is synced properly, these calculations stay accurate without requiring manual adjustments.
Managing Custom and Manual Orders Without Errors
Custom orders often introduce complexity:
- Negotiated pricing
- Special SKUs
- Bundled services
- Unique payment terms
Without structure, this leads to:
- Incorrect invoices
- Miscommunication
- Payment delays
By managing deals in monday.com and syncing them to Shopify, you ensure that:
- Expectations are clearly documented
- Invoice data reflects the original agreement
- Teams stay aligned from first contact to payment
Avoiding Common Shopify Invoice Mistakes
Common issues include:
- Incorrect pricing
- Missing shipping or taxes
- Outdated product data
- Duplicate customer entries
Most of these happen when systems are disconnected.
A synced workflow removes these risks by keeping all data consistent across platforms.
Scaling Your Invoicing Process
As order volume grows, manual invoicing becomes unsustainable.
By combining:
- Monday.com for deal tracking
- Shopify for order and payment processing
- Sync for Shopify for data alignment
You create a scalable system where:
- Invoices are generated faster
- Errors are reduced
- Customer experience improves
How To Create an Invoice With Confidence
Creating invoices in Shopify is straightforward with draft orders. But creating them accurately and efficiently at scale requires a connected system.
By integrating monday.com with Sync For Shopify:
- You eliminate manual data entry
- You ensure invoices match the agreed terms
- You create a seamless flow from lead to payment
This is what modern Shopify workflows are built on.
FAQs About Shopify Invoices
How do you create an invoice on Shopify?
Create a draft order and send the invoice through Shopify.
Can Shopify generate invoices automatically?
No, invoices are created manually using draft orders.
What is a Shopify draft order?
A manual order that allows you to send an invoice before payment.
How does the monday.com integration help?
It allows you to create customers, map data, and generate draft orders directly from your CRM workflow.
Can I track customer history?
Yes, once synced, you can view purchase history inside Shopify.
Are your services aligned with GDPR standards?
Yes, our services are fully aligned with GDPR and built with data protection in mind.