Receipts (Invoices)

This action creates PDF versions of your receipts for purposes of printing. Information on a receipt (invoice) includes order number and date, billing address, shipping address, payment information (card type, expiration date, and last four digits), order type, line item details, order subtotal, shipping, tax, and total. Line item details include item description, SKU, quantity, price, and extended total.

Packing Slips are the same as Receipts (Invoices); they do not contain pricing information.

Print A Single Receipt Or Packing Slip

1.  Go to the Store

2.  Click on the order that you would like to print a Receipt / Packing Slip for

3.  In the black bar at the top of the box, click the Print icon to print a Receipt      

OR click the Packing Slip Icon to print a Packing Slip. 

Print Multiple Receipts Or Packing Slips

1. Go to the Store

2. Check (x) of the contacts that you would like to print a Receipt / Packing Slip for

3.  In the Grey bar above, you will see the word 'Actions' pop up – Click Actions, and a drop-down menu will appear

4.  You now have four options: Print Receipts, Print Packing Slips, Email Order Confirmations, and Complete Orders.

5.  Choose Print Receipts to print your receipts, OR click Print Packing Slips to print your packing slips

6.  Click the Print icon button.

Email Order Confirmations

This action allows you to send email order confirmations in batches.

1. Go to the Store

2. Check (x) of the orders that you would like to email confirmations to

3. In the Grey bar above, the word Actions pop up – Click Actions, and a drop-down menu will appear.

4. Choose Email Order Confirmations.

Add A PDF

You cannot edit the packing slips and receipts themselves on the WineDirect platform (They are a set format used by all WineDirect clients). If you wish to edit the content, you must modify the PDF in a separate program such as Adobe.

However, you can update the header and footer content on your packing slips and receipts using the following step:

1. Upload a copy of your letterhead to WineDirect in PDF format. The PDF should be in an 8 1/2' X 11' format. Ensure a 1 1/2 inch space at the top of invoices/packing slips for your logo and address information and 1 inch on the footer for address information.

See an example of how you should add the logo and optional address information to the PDF.

If you are a web developer, see our PSD template file.

2. Once the PDF has been uploaded, you will want to grab the URL of the PDF. Depending on the folder you uploaded it to, it should look like this: https://YOURDOMAIN.com/assets/client/File/YOURPDFNAME.pdf.

3. Navigate to Settings > Website Settings > Store > Orders. Scroll down until you see the form field titled 'Invoice PDF Watermark:'

4. Paste the URL into this box, excluding your domain name - e.g., paste in '/assets/client/File/YOURPDFNAME.pdf' as shown in the screenshot below. 

5. Select Apply Changes. You may need to log out and back in for the settings to be reflected when you print an invoice or packing slip.