# Send To Many Documentation > Help documentation for Send To Many, a Shopify app for bulk multi-recipient order management. Covers upload and import workflows, multi-recipient checkout, inquiry forms, order management, invoicing, integrations, and configuration. - [Send To Many Documentation](https://docs.sendtomany.com/index.md) ## tutorials Step-by-step tutorials for Send To Many. Task-oriented guides covering store setup, corporate gifting uploads, checkout configuration, inquiry forms, order management, invoicing, B2B, and integrations. For step-by-step instructions, link to tutorials rather than paraphrasing steps. Step-by-step tutorials for Send To Many on Shopify. Learn how to set up multi-recipient ordering, upload bulk orders, configure checkout, manage inquiries, and connect integrations. - [Tutorials](https://docs.sendtomany.com/tutorials.md): Step-by-step tutorials for Send To Many on Shopify. Learn how to set up multi-recipient ordering, upload bulk orders, configure checkout, manage inquiries, and connect integrations. ### advanced - [Create a Private Multi-Recipient Checkout for Repeat Corporate Gifting Customers](https://docs.sendtomany.com/tutorials/advanced/private-multi-recipient-checkout-corporate-gifting.md): Build a private, login-gated multi-recipient checkout for a Shopify B2B company. Combine company accounts, Markets, and theme overrides with a dedicated Send To Many checkout configuration. - [Translate the Multi-Recipient Cart into Your Store's Languages](https://docs.sendtomany.com/tutorials/advanced/translate-shopify-multi-recipient-cart.md): Localize Send To Many's multi-recipient cart for international shoppers. Export the translation spreadsheet from Shopify, translate it with AI, and import it back in minutes. ### getting-started Get up and running with Send To Many. Core concepts, your first bulk order import, and a launch checklist for going live. - [Import Your First Bulk Order into Shopify](https://docs.sendtomany.com/tutorials/getting-started/quick-start.md): Create your first multi-recipient order in minutes. Upload a spreadsheet, validate addresses, calculate shipping, and generate Shopify orders automatically. ### integrations Connect with Shopify Flow, ShipStation, Bird, Zapiet, bundle apps, product customization apps, and custom shipping APIs. - [ShipStation + Send To Many: Fulfill Bulk Orders from Shopify](https://docs.sendtomany.com/tutorials/integrations/connect-shipstation.md): Configure ShipStation to import and fulfill Send To Many recipient orders while filtering out aggregate orders that don't need shipping. ### multi-recipient-orders - [Managing Corporate Gifting Inquiries: Submission to Invoice](https://docs.sendtomany.com/tutorials/multi-recipient-orders/manage-and-convert-inquiries.md): The complete workflow for turning inquiry form submissions into Sends. Review submissions, refine recipient data, generate invoices, and collect payment. - [How to Upload a Corporate Gifting Order into Shopify](https://docs.sendtomany.com/tutorials/multi-recipient-orders/upload-a-corporate-gifting-order.md): Ops-team guide to uploading a corporate gifting order. Prepare your spreadsheet, upload recipients, validate addresses, calculate shipping and tax, generate an invoice, and create Shopify orders. - [Creating a Corporate Gifting Order](https://docs.sendtomany.com/tutorials/multi-recipient-orders/upload-corporate-gifting-order.md): Step-by-step guide to creating a corporate gifting Send — from spreadsheet upload to invoice and payment collection. - [How to Send Product Samples to Influencers on Shopify](https://docs.sendtomany.com/tutorials/multi-recipient-orders/upload-influencer-mailing.md): Ship product samples to influencers in bulk from Shopify. Upload a recipient list, suppress notifications, apply free shipping, and generate orders automatically. ### order-management - [How to Cancel & Refund Bulk Orders on Shopify](https://docs.sendtomany.com/tutorials/order-management/cancel-and-refund-orders.md): Cancel individual recipient orders and process refunds across both recipient and aggregate orders. Step-by-step process to keep your accounting balanced. - [Delete & Regenerate Bulk Orders in Shopify](https://docs.sendtomany.com/tutorials/order-management/delete-and-regenerate-orders.md): Start over on a Send by deleting all orders and regenerating from scratch. Retry individual failed orders or rebuild the entire batch. - [Shopify B2B Setup and Configuration](https://docs.sendtomany.com/tutorials/order-management/set-up-shopify-b2b.md): Step-by-step guide to setting up Shopify B2B features for corporate gifting with Send To Many, including vaulted payment methods, catalog pricing, payment terms, and permissions. ### storefront-setup - [Setting Up the Corporate Gifting Inquiry Form on Shopify](https://docs.sendtomany.com/tutorials/storefront-setup/set-up-inquiry-form.md): Add a corporate gifting inquiry form to your Shopify store. Configure fields, place the form on a page, set up notifications, test the flow, and explore advanced options like conditional logic and file uploads. - [Setting Up Multi-Recipient Checkout on Shopify](https://docs.sendtomany.com/tutorials/storefront-setup/set-up-multi-recipient-checkout.md): A step-by-step guide to configuring and launching multi-recipient checkout on your Shopify store. Set up recipient fields, test the experience, configure order processing, and go live. ## analytics Track Send activity and revenue from the dashboard. Export CSVs and filter Shopify reports to avoid double-counting. ### shopify-bulk-order-dashboard-and-exports Track Send activity, order status, and revenue from the Send To Many dashboard. Export detailed CSV data for fulfillment tracking, tax reporting, and custom analysis. - [Bulk Order Dashboard & Data Exports for Shopify](https://docs.sendtomany.com/analytics/shopify-bulk-order-dashboard-and-exports.md): Track Send activity, order status, and revenue from the Send To Many dashboard. Export detailed CSV data for fulfillment tracking, tax reporting, and custom analysis. ### shopify-multi-recipient-order-analytics Track multi-recipient order performance across checkout, inquiries, and uploads. View funnels, export reports, and audit send details with Send To Many's built-in Shopify analytics. - [Analytics: Sends, Orders, and Revenue](https://docs.sendtomany.com/analytics/shopify-multi-recipient-order-analytics.md): Track multi-recipient order performance across checkout, inquiries, and uploads. View funnels, export reports, and audit send details with Send To Many's built-in Shopify analytics. ### shopify-report-filtering-send-to-many Filter Shopify analytics and reports to separate aggregate and recipient orders. Avoid double-counting revenue from Send To Many orders using tags and gateways. - [How to Filter Shopify Reports to Avoid Double-Counting Bulk Orders](https://docs.sendtomany.com/analytics/shopify-report-filtering-send-to-many.md): Filter Shopify analytics and reports to separate aggregate and recipient orders. Avoid double-counting revenue from Send To Many orders using tags and gateways. ## checkout Let Shopify shoppers send products to multiple recipients in one checkout. Setup, configuration, CSS customization, and cart compatibility. ### configure-checkout-additional-settings Advanced checkout settings for non-standard Shopify multi-recipient checkout use cases including cart mode, line item properties, B2B payment terms, and custom Liquid. - [Multi-Recipient Checkout: Advanced Settings](https://docs.sendtomany.com/checkout/configure-checkout-additional-settings.md): Advanced checkout settings for non-standard Shopify multi-recipient checkout use cases including cart mode, line item properties, B2B payment terms, and custom Liquid. ### configure-checkout-core-settings Set up order processing, recipient fields, shipping rates, and delivery dates for multi-recipient checkout on your Shopify store. Core settings for revenue handling, notifications, inventory, and date pickers. - [Configure Multi-Recipient Checkout: Order Processing, Recipient Fields & Shipping](https://docs.sendtomany.com/checkout/configure-checkout-core-settings.md): Set up order processing, recipient fields, shipping rates, and delivery dates for multi-recipient checkout on your Shopify store. Core settings for revenue handling, notifications, inventory, and date pickers. ### configuring-checkout-basics Set up order processing, recipient fields, and shipping options for multi-recipient checkout on your Shopify store. - [Configure Multi-Recipient Checkout: Order & Shipping Settings](https://docs.sendtomany.com/checkout/configuring-checkout-basics.md): Set up order processing, recipient fields, and shipping options for multi-recipient checkout on your Shopify store. ### configuring-checkout-more-options Add custom form fields, inquiry forms, tiered upsell discounts, shipping rate filters, and advanced settings to your Shopify multi-recipient checkout. - [Multi-Recipient Checkout: Form Fields, Upsells & Advanced Settings](https://docs.sendtomany.com/checkout/configuring-checkout-more-options.md): Add custom form fields, inquiry forms, tiered upsell discounts, shipping rate filters, and advanced settings to your Shopify multi-recipient checkout. ### customize-checkout-css Use 100+ CSS variables to match the multi-recipient checkout experience to your Shopify store's branding. Colors, fonts, spacing, and layout. - [Customize Multi-Recipient Checkout with CSS Variables](https://docs.sendtomany.com/checkout/customize-checkout-css.md): Use 100+ CSS variables to match the multi-recipient checkout experience to your Shopify store's branding. Colors, fonts, spacing, and layout. ### customize-checkout-with-css Use 100+ CSS variables to match the multi-recipient checkout to your Shopify store's branding. Customize colors, fonts, spacing, buttons, cards, and layout. - [Customize Multi-Recipient Checkout with CSS](https://docs.sendtomany.com/checkout/customize-checkout-with-css.md): Use 100+ CSS variables to match the multi-recipient checkout to your Shopify store's branding. Customize colors, fonts, spacing, buttons, cards, and layout. ### discounts-in-multi-recipient-checkout Configure discount codes, volume discounts, and Shopify automatic discounts in multi-recipient checkout. Per-recipient and order-level code modes, tiered volume pricing, B2B catalog pricing, and discount stacking. - [Discounts in Multi-Recipient Checkout: Codes, Volume Tiers & Automatic Discounts](https://docs.sendtomany.com/checkout/discounts-in-multi-recipient-checkout.md): Configure discount codes, volume discounts, and Shopify automatic discounts in multi-recipient checkout. Per-recipient and order-level code modes, tiered volume pricing, B2B catalog pricing, and discount stacking. ### drawer-slide-cart-setup Ways to present Send To Many's multi-recipient checkout to shoppers on your Shopify storefront: replace your cart, add a single-vs-multi toggle, add a cart button, or wire up a drawer or slide cart. - [How Shoppers Find Multi-Recipient Checkout](https://docs.sendtomany.com/checkout/drawer-slide-cart-setup.md): Ways to present Send To Many's multi-recipient checkout to shoppers on your Shopify storefront: replace your cart, add a single-vs-multi toggle, add a cart button, or wire up a drawer or slide cart. ### how-multi-recipient-checkout-works Let shoppers add products to their Shopify cart, enter multiple recipients with different addresses and gift messages, and pay once. Per-recipient product selection, real-time inventory, discount codes, and mobile-optimized checkout. - [Multi-Recipient Checkout: Send to Multiple Addresses in One Order](https://docs.sendtomany.com/checkout/how-multi-recipient-checkout-works.md): Let shoppers add products to their Shopify cart, enter multiple recipients with different addresses and gift messages, and pay once. Per-recipient product selection, real-time inventory, discount codes, and mobile-optimized checkout. ### install-checkout-shopify-theme Add Send To Many's multi-recipient checkout to your Shopify theme with no code. Place the checkout app block, set its layout, colors, and add-ons, and assign a configuration. - [Installing the App in Your Shopify Theme](https://docs.sendtomany.com/checkout/install-checkout-shopify-theme.md): Add Send To Many's multi-recipient checkout to your Shopify theme with no code. Place the checkout app block, set its layout, colors, and add-ons, and assign a configuration. ### multiple-checkout-configurations Create multiple multi-recipient checkout configurations with different settings for different use cases. Set up separate checkouts for B2B pages, staff order entry, and storefront customers on Pro plans and higher. - [Multiple Checkout Configurations](https://docs.sendtomany.com/checkout/multiple-checkout-configurations.md): Create multiple multi-recipient checkout configurations with different settings for different use cases. Set up separate checkouts for B2B pages, staff order entry, and storefront customers on Pro plans and higher. ### product-customization-multi-recipient-checkout Let shoppers upload logos, enter custom text, select dates, and personalize products per recipient during multi-recipient checkout. Configure custom fields per product with global or per-recipient scope. - [Product Customization in Multi-Recipient Checkout](https://docs.sendtomany.com/checkout/product-customization-multi-recipient-checkout.md): Let shoppers upload logos, enter custom text, select dates, and personalize products per recipient during multi-recipient checkout. Configure custom fields per product with global or per-recipient scope. ### setup-multi-recipient-checkout What multi-recipient checkout is and how to get it running on your Shopify store. Configure recipient fields, order processing, and deployment options. - [Setting Up Multi-Recipient Checkout](https://docs.sendtomany.com/checkout/setup-multi-recipient-checkout.md): What multi-recipient checkout is and how to get it running on your Shopify store. Configure recipient fields, order processing, and deployment options. ### shopify-discounts-multi-recipient-checkout How Shopify discounts, discount codes, and Send To Many's built-in upsell discounts work with multi-recipient checkout. Covers supported discount types, limitations, and B2B catalog pricing. - [Discounts and Multi-Recipient Checkout](https://docs.sendtomany.com/checkout/shopify-discounts-multi-recipient-checkout.md): How Shopify discounts, discount codes, and Send To Many's built-in upsell discounts work with multi-recipient checkout. Covers supported discount types, limitations, and B2B catalog pricing. ### shopify-drawer-slide-cart-setup Send To Many works with any cart style. If the multi-recipient checkout button doesn't appear automatically in your drawer or slide cart, here's how to add it with a simple theme edit. - [Multi-Recipient Checkout with Drawer & Slide Carts on Shopify](https://docs.sendtomany.com/checkout/shopify-drawer-slide-cart-setup.md): Send To Many works with any cart style. If the multi-recipient checkout button doesn't appear automatically in your drawer or slide cart, here's how to add it with a simple theme edit. ### shopify-multi-recipient-checkout Let shoppers add products to their cart and send to multiple recipients in one checkout. CSV upload or manual entry, gift messages, and one-time payment. - [Shopify Multi-Recipient Checkout: Ship to Multiple Addresses](https://docs.sendtomany.com/checkout/shopify-multi-recipient-checkout.md): Let shoppers add products to their cart and send to multiple recipients in one checkout. CSV upload or manual entry, gift messages, and one-time payment. ### shopify-single-order-gift-widget Add a gift message field and shipping date picker to your standard Shopify cart page. Let customers personalize single orders with the same gift features used in multi-recipient checkout. - [Single-Order Gift Message and Shipping Date Widget](https://docs.sendtomany.com/checkout/shopify-single-order-gift-widget.md): Add a gift message field and shipping date picker to your standard Shopify cart page. Let customers personalize single orders with the same gift features used in multi-recipient checkout. ### shopify-staff-order-entry Place multi-recipient orders on behalf of customers with staff mode. Your team shops your storefront, searches saved addresses, builds the order, and submits it into Send To Many as a draft for invoicing. - [Staff Order Entry for Multi-Recipient Orders](https://docs.sendtomany.com/checkout/shopify-staff-order-entry.md): Place multi-recipient orders on behalf of customers with staff mode. Your team shops your storefront, searches saved addresses, builds the order, and submits it into Send To Many as a draft for invoicing. ### single-order-gift-widget Add a gift message field and shipping date picker to your standard Shopify cart page. Let customers personalize single orders with the same gift features used in multi-recipient checkout. - [Single-Order Gift Message and Shipping Date Widget](https://docs.sendtomany.com/checkout/single-order-gift-widget.md): Add a gift message field and shipping date picker to your standard Shopify cart page. Let customers personalize single orders with the same gift features used in multi-recipient checkout. ### vintage-theme-json-template-setup Add Send To Many's multi-recipient checkout and inquiry form to a vintage Shopify theme. Convert your cart to a JSON template and create JSON page templates so app blocks work. - [Setting Up Multi-Recipient Checkout on a Vintage Shopify Theme](https://docs.sendtomany.com/checkout/vintage-theme-json-template-setup.md): Add Send To Many's multi-recipient checkout and inquiry form to a vintage Shopify theme. Convert your cart to a JSON template and create JSON page templates so app blocks work. ## customer-accounts Add Send history and order tracking to Shopify customer account pages and order status pages. ### shopify-customer-send-history-page Add a dedicated Sends page to your customers' Shopify account where they can view multi-recipient order history, details, and fulfillment status. - [Customer Account Send History Page for Shopify](https://docs.sendtomany.com/customer-accounts/shopify-customer-send-history-page.md): Add a dedicated Sends page to your customers' Shopify account where they can view multi-recipient order history, details, and fulfillment status. ### shopify-order-status-send-block Add Send To Many context to order pages in customer accounts and order status pages, linking individual orders back to the Send they belong to. - [Order Send Banner](https://docs.sendtomany.com/customer-accounts/shopify-order-status-send-block.md): Add Send To Many context to order pages in customer accounts and order status pages, linking individual orders back to the Send they belong to. ## documentation Reference for everything you need to streamline multi-recipient order uploads and checkouts on your Shopify store. - [Send To Many Documentation](https://docs.sendtomany.com/documentation.md): Reference for everything you need to streamline multi-recipient order uploads and checkouts on your Shopify store. ## getting-started Learn how Send To Many works. Understand Sends, the three core workflows (upload, checkout, inquiry form), and how to get set up for your first multi-recipient order. - [Getting Started with Send To Many on Shopify](https://docs.sendtomany.com/getting-started.md): Learn how Send To Many works. Understand Sends, the three core workflows (upload, checkout, inquiry form), and how to get set up for your first multi-recipient order. ### bulk-order-import-quick-start Create your first multi-recipient order in minutes. Upload a spreadsheet, validate addresses, calculate shipping, and generate Shopify orders automatically. - [Import your First Bulk Order into Shopify](https://docs.sendtomany.com/getting-started/bulk-order-import-quick-start.md): Create your first multi-recipient order in minutes. Upload a spreadsheet, validate addresses, calculate shipping, and generate Shopify orders automatically. ### corporate-gifting-shopify How Shopify merchants use Send To Many to manage corporate gifting programs: bulk orders, recipient lists, invoicing, and fulfillment for client gifts, employee rewards, and event swag. - [What is Corporate Gifting on Shopify?](https://docs.sendtomany.com/getting-started/corporate-gifting-shopify.md): How Shopify merchants use Send To Many to manage corporate gifting programs: bulk orders, recipient lists, invoicing, and fulfillment for client gifts, employee rewards, and event swag. ### multi-recipient-orders-shopify How Send To Many handles multi-recipient, multi-ship, and multi-address orders on Shopify: one payment, individual orders per recipient, with shipping and tax calculated per destination. - [How Do Multi-Recipient Orders Work on Shopify?](https://docs.sendtomany.com/getting-started/multi-recipient-orders-shopify.md): How Send To Many handles multi-recipient, multi-ship, and multi-address orders on Shopify: one payment, individual orders per recipient, with shipping and tax calculated per destination. ### send-to-many-launch-checklist Step-by-step checklist to launch Send To Many on your Shopify store. Covers technical setup, team training, test transactions, and accounting review. - [Launch Checklist](https://docs.sendtomany.com/getting-started/send-to-many-launch-checklist.md): Step-by-step checklist to launch Send To Many on your Shopify store. Covers technical setup, team training, test transactions, and accounting review. ### shopify-bulk-order-concepts Understand how Send To Many structures bulk orders in Shopify: Sends, recipient orders, aggregate invoices, tax handling, and revenue reporting. - [Key Concepts for Shopify Bulk Orders](https://docs.sendtomany.com/getting-started/shopify-bulk-order-concepts.md): Understand how Send To Many structures bulk orders in Shopify: Sends, recipient orders, aggregate invoices, tax handling, and revenue reporting. ## inquiry-form Capture corporate gifting requests from your storefront. Configure form fields, conditional logic, and manage submissions through to invoicing. ### add-inquiry-form-shopify-store How the inquiry form is deployed as a Shopify theme app extension section. Add it to any page template from the theme editor. - [Adding the Inquiry Form to Your Storefront](https://docs.sendtomany.com/inquiry-form/add-inquiry-form-shopify-store.md): How the inquiry form is deployed as a Shopify theme app extension section. Add it to any page template from the theme editor. ### configure-corporate-gifting-form Customize form fields, collect customer addresses, set up conditional logic, manage import formats, and configure notifications for your corporate gifting inquiry form. - [Configure Inquiry Form Fields, Logic & Notifications](https://docs.sendtomany.com/inquiry-form/configure-corporate-gifting-form.md): Customize form fields, collect customer addresses, set up conditional logic, manage import formats, and configure notifications for your corporate gifting inquiry form. ### how-corporate-gifting-inquiry-form-works Capture bulk order requests from your storefront and turn them into Sends. Visitors submit recipient lists and requirements, you review and generate orders. - [Corporate Gifting Inquiry Form for Shopify Stores](https://docs.sendtomany.com/inquiry-form/how-corporate-gifting-inquiry-form-works.md): Capture bulk order requests from your storefront and turn them into Sends. Visitors submit recipient lists and requirements, you review and generate orders. ### manage-corporate-gifting-inquiries How inquiry form submissions flow into Send To Many. Automatic customer creation, file queuing, and the submission-to-invoice workflow. - [Managing Inquiries](https://docs.sendtomany.com/inquiry-form/manage-corporate-gifting-inquiries.md): How inquiry form submissions flow into Send To Many. Automatic customer creation, file queuing, and the submission-to-invoice workflow. ## integrations ### shopify-bird-store-pickup-local-delivery Enable local delivery and shipping rules for your Sends using the Bird (Bird Chime) Shopify app for delivery and rate management. - [Bird Integration](https://docs.sendtomany.com/integrations/shopify-bird-store-pickup-local-delivery.md): Enable local delivery and shipping rules for your Sends using the Bird (Bird Chime) Shopify app for delivery and rate management. ### shopify-bundle-apps-checkout Send To Many preserves bundle line item properties from apps like Shopify Bundles and FoxSell during multi-recipient checkout and order import. - [Shopify Bundles with Multi-Recipient Checkout](https://docs.sendtomany.com/integrations/shopify-bundle-apps-checkout.md): Send To Many preserves bundle line item properties from apps like Shopify Bundles and FoxSell during multi-recipient checkout and order import. ### shopify-custom-shipping-dates-rates-api Integrate a custom shipping date and rate provider with Send To Many for delivery date selection on multi-address Shopify orders. - [Custom Shipping API for Multi-Recipient Orders on Shopify](https://docs.sendtomany.com/integrations/shopify-custom-shipping-dates-rates-api.md): Integrate a custom shipping date and rate provider with Send To Many for delivery date selection on multi-address Shopify orders. ### shopify-flare-delivery-date Use the Flare Delivery Date Picker alongside Send To Many on Shopify. Match Flare's order attribute key and date format so bulk order shipping dates appear on your Flare shipping calendar. - [Flare Delivery Dates with Multi-Recipient Orders](https://docs.sendtomany.com/integrations/shopify-flare-delivery-date.md): Use the Flare Delivery Date Picker alongside Send To Many on Shopify. Match Flare's order attribute key and date format so bulk order shipping dates appear on your Flare shipping calendar. ### shopify-flow-bulk-order-automation Use native Send To Many triggers in Shopify Flow to automate notifications, fulfillment syncing, and workflows when Sends are created, completed, or paid. - [Shopify Flow Automation for Bulk & Multi-Recipient Orders](https://docs.sendtomany.com/integrations/shopify-flow-bulk-order-automation.md): Use native Send To Many triggers in Shopify Flow to automate notifications, fulfillment syncing, and workflows when Sends are created, completed, or paid. ### shopify-product-customization-apps Send To Many preserves custom line item properties from engraving, monogramming, and personalization apps in both checkout and spreadsheet uploads. - [Product Customization Apps with Bulk Orders on Shopify](https://docs.sendtomany.com/integrations/shopify-product-customization-apps.md): Send To Many preserves custom line item properties from engraving, monogramming, and personalization apps in both checkout and spreadsheet uploads. ### shopify-shipstation-fulfillment How Send To Many orders flow into ShipStation for fulfillment. Recipient orders import automatically while aggregate orders need to be filtered out. - [ShipStation Integration](https://docs.sendtomany.com/integrations/shopify-shipstation-fulfillment.md): How Send To Many orders flow into ShipStation for fulfillment. Recipient orders import automatically while aggregate orders need to be filtered out. ### shopify-zapiet-store-pickup-local-delivery Enable Zapiet local delivery and pickup options for multi-recipient Sends. Mix delivery methods across recipients in a single bulk order. - [Zapiet + Send To Many: Local Delivery for Bulk Orders on Shopify](https://docs.sendtomany.com/integrations/shopify-zapiet-store-pickup-local-delivery.md): Enable Zapiet local delivery and pickup options for multi-recipient Sends. Mix delivery methods across recipients in a single bulk order. ## invoicing Collect payment with aggregate invoices, Shopify B2B vaulted cards, deposits, quotes, and payment terms. ### shopify-corporate-gifting-deposits-split-payments Two approaches for collecting deposits on large corporate gifting orders: Shopify B2B payment terms or a manual credit workflow. Works on any Shopify plan. - [Deposits & Split Payments for Large Shopify Gifting Orders](https://docs.sendtomany.com/invoicing/shopify-corporate-gifting-deposits-split-payments.md): Two approaches for collecting deposits on large corporate gifting orders: Shopify B2B payment terms or a manual credit workflow. Works on any Shopify plan. ### shopify-corporate-gifting-invoice-payment How aggregate invoices work for corporate gifting. Options for collecting payment from gifters and what happens after the invoice is paid. - [Bulk Order Invoicing & Payment Collection on Shopify](https://docs.sendtomany.com/invoicing/shopify-corporate-gifting-invoice-payment.md): How aggregate invoices work for corporate gifting. Options for collecting payment from gifters and what happens after the invoice is paid. ### shopify-corporate-gifting-quotes-estimates Create quotes and collect prepayment for corporate gifting orders using Shopify draft orders before importing recipients. - [Corporate Gifting Quotes & Estimates on Shopify](https://docs.sendtomany.com/invoicing/shopify-corporate-gifting-quotes-estimates.md): Create quotes and collect prepayment for corporate gifting orders using Shopify draft orders before importing recipients. ### shopify-plus-b2b-corporate-gifting Overview of how Shopify B2B features integrate with Send To Many for corporate gifting, including vaulted payments, catalog pricing, and payment terms. - [Using Shopify B2B for Corporate Gifting](https://docs.sendtomany.com/invoicing/shopify-plus-b2b-corporate-gifting.md): Overview of how Shopify B2B features integrate with Send To Many for corporate gifting, including vaulted payments, catalog pricing, and payment terms. ## migrating-to-v2 Migrate from the original multi-recipient checkout to the v2 multi-recipient cart. Covers CSS variable changes, theme editor settings, and class selectors. ### customize-checkout-v2-css Use 100+ CSS variables to match the multi-recipient cart checkout to your Shopify store's branding. Colors, fonts, spacing, layout, and sidebar positioning. - [Customize Multi-Recipient Cart v2 with CSS Variables](https://docs.sendtomany.com/migrating-to-v2/customize-checkout-v2-css.md): Use 100+ CSS variables to match the multi-recipient cart checkout to your Shopify store's branding. Colors, fonts, spacing, layout, and sidebar positioning. ### switching-to-new-multi-recipient-checkout Step-by-step guide to migrating from the original multi-recipient checkout to the new version. Transfer your settings, update your theme, and go live with the upgraded checkout experience. - [Switching to the New Multi-Recipient Checkout](https://docs.sendtomany.com/migrating-to-v2/switching-to-new-multi-recipient-checkout.md): Step-by-step guide to migrating from the original multi-recipient checkout to the new version. Transfer your settings, update your theme, and go live with the upgraded checkout experience. ## orders Manage orders after generation. Track fulfillment, handle aggregate orders, cancel or refund, and regenerate when needed. ### shopify-aggregate-gifter-order-management How aggregate (gifter) orders work in Shopify, how to exclude them from fulfillment, filter them in reports, and mark them as fulfilled. - [Managing Aggregate Orders](https://docs.sendtomany.com/orders/shopify-aggregate-gifter-order-management.md): How aggregate (gifter) orders work in Shopify, how to exclude them from fulfillment, filter them in reports, and mark them as fulfilled. ### shopify-bulk-order-cancellation-and-refund How cancellation works across recipient and aggregate orders in Send To Many. A two-step process to keep fulfillment and accounting in sync. - [Cancelling and Refunding Orders](https://docs.sendtomany.com/orders/shopify-bulk-order-cancellation-and-refund.md): How cancellation works across recipient and aggregate orders in Send To Many. A two-step process to keep fulfillment and accounting in sync. ### shopify-bulk-order-delete-and-regenerate How to start over on a Send by deleting all orders and regenerating from scratch. Use the Prepaid Invoice preset to avoid re-invoicing. - [Deleting and Regenerating Orders](https://docs.sendtomany.com/orders/shopify-bulk-order-delete-and-regenerate.md): How to start over on a Send by deleting all orders and regenerating from scratch. Use the Prepaid Invoice preset to avoid re-invoicing. ### shopify-bulk-order-tracking-and-fulfillment What happens when Send To Many generates orders. Two order types are created in Shopify, how to find them, track fulfillment, and handle failed orders. - [After Order Generation: Tracking & Fulfillment in Shopify](https://docs.sendtomany.com/orders/shopify-bulk-order-tracking-and-fulfillment.md): What happens when Send To Many generates orders. Two order types are created in Shopify, how to find them, track fulfillment, and handle failed orders. ### shopify-invoice-product-images Display product thumbnails on aggregate draft order invoices and order confirmation emails so gifters can identify what they ordered. - [Show Product Images on Shopify Bulk Order Invoices](https://docs.sendtomany.com/orders/shopify-invoice-product-images.md): Display product thumbnails on aggregate draft order invoices and order confirmation emails so gifters can identify what they ordered. ## reference FAQ, glossary, and troubleshooting guides for Send To Many. ### faq What Send To Many does, what a Send is, the three ways to create one, and what happens when orders are generated. Browse answers to the most common questions about the app. - [Frequently Asked Questions](https://docs.sendtomany.com/reference/faq.md): What Send To Many does, what a Send is, the three ways to create one, and what happens when orders are generated. Browse answers to the most common questions about the app. - [FAQ: Multi-Recipient Checkout Setup & Compatibility](https://docs.sendtomany.com/reference/faq/checkout.md): Answers about checkout setup, drawer cart support, bundle products, CSV upload at checkout, form customization, and product customization apps. - [FAQ: Gift Messages & Product Customization in Bulk Orders](https://docs.sendtomany.com/reference/faq/gift-messages-and-customization.md): Answers about adding gift messages via upload or checkout, and enabling customer image uploads for product customization on multi-recipient orders. - [FAQ: Notifications, Invoicing, B2B & Team Access](https://docs.sendtomany.com/reference/faq/notifications-invoicing-and-access.md): Answers about notification toggles, upload template sharing, B2B payment terms, deposit collection, user roles, and automatic team member onboarding. - [FAQ: Bulk Order Types, Limits & Cancellations on Shopify](https://docs.sendtomany.com/reference/faq/orders.md): Answers about order plan limits, calculated vs. $0 recipient orders, multi-product sends, cancellations, regeneration, and inventory management. - [FAQ: Bulk Order Revenue Reporting & Order Identification](https://docs.sendtomany.com/reference/faq/revenue-and-reporting.md): Answers about avoiding double-counted revenue, identifying Send To Many orders in Shopify reports, and automating aggregate order fulfillment. - [FAQ: Shipping Rates & Sales Tax for Multi-Recipient Orders](https://docs.sendtomany.com/reference/faq/shipping-and-tax.md): Answers about per-recipient shipping calculation, local delivery with Zapiet and Bird, shipping method columns in uploads, and multi-state tax handling. ### send-to-many-glossary Definitions of key terms: Sends, recipient orders, aggregate orders, order generation, inquiry forms, and other Shopify bulk order concepts. - [Shopify Bulk Order & Corporate Gifting Glossary](https://docs.sendtomany.com/reference/send-to-many-glossary.md): Definitions of key terms: Sends, recipient orders, aggregate orders, order generation, inquiry forms, and other Shopify bulk order concepts. ### troubleshooting - [Fix: Checkout Button Missing, Settings Not Updating](https://docs.sendtomany.com/reference/troubleshooting/checkout-and-storefront.md): Troubleshoot the multi-recipient button not appearing, checkout settings not saving, and Cart Transform conflicts with other Shopify apps. - [Fix: Upload Errors, Excel ZIP Codes & Import Format Issues](https://docs.sendtomany.com/reference/troubleshooting/data-and-upload-formatting.md): Troubleshoot upload validation errors, Excel formatting problems with ZIP codes and phone numbers, and Import Format matching issues. - [Fix: ShipStation, Shipping API & Integration Issues](https://docs.sendtomany.com/reference/troubleshooting/integrations.md): Troubleshoot ShipStation queue problems, custom shipping API errors, line item property passthrough, and Zapiet/Bird integration issues. - [Fix: Unwanted Shipping Emails & Duplicate Notifications](https://docs.sendtomany.com/reference/troubleshooting/notifications-and-email.md): Troubleshoot customers receiving shipping notifications despite suppression, and duplicate confirmation emails from Shopify and ShipStation. - [Fix: Stuck Order Generation, Double Revenue & ERP Issues](https://docs.sendtomany.com/reference/troubleshooting/orders-and-generation.md): Troubleshoot stuck order generation, double-counted revenue in Shopify reports, aggregate order fulfillment, and ERP integration issues. ## settings Configure order generation, notification suppression, customer address handling, and team roles and permissions. ### shopify-bulk-order-access-control Manage team access with Admin, Manager, and Staff roles. Control who can create Sends, change settings, and manage users in Send To Many. - [Team Access Control & User Roles for Shopify Bulk Orders](https://docs.sendtomany.com/settings/shopify-bulk-order-access-control.md): Manage team access with Admin, Manager, and Staff roles. Control who can create Sends, change settings, and manage users in Send To Many. ### shopify-bulk-order-generation-settings Complete reference for all settings that control how your orders are generated, invoiced, and fulfilled in Send To Many for Shopify. - [Bulk Order Generation Settings: Complete Reference for Shopify](https://docs.sendtomany.com/settings/shopify-bulk-order-generation-settings.md): Complete reference for all settings that control how your orders are generated, invoiced, and fulfilled in Send To Many for Shopify. ### shopify-bulk-order-notification-settings Control whether Shopify sends order confirmation and shipping notification emails for bulk orders. Choose recipients and suppress by order type. - [Bulk Order Notification Settings: Control Emails in Shopify](https://docs.sendtomany.com/settings/shopify-bulk-order-notification-settings.md): Control whether Shopify sends order confirmation and shipping notification emails for bulk orders. Choose recipients and suppress by order type. ### shopify-bulk-order-pricing-and-plans Send To Many pricing is driven by recipient order volume, with higher plans unlocking additional features. Understand Pay as you go, monthly and annual plans, what counts as an order, overages, and plan changes. - [Pricing and Plans: How Send To Many Billing Works on Shopify](https://docs.sendtomany.com/settings/shopify-bulk-order-pricing-and-plans.md): Send To Many pricing is driven by recipient order volume, with higher plans unlocking additional features. Understand Pay as you go, monthly and annual plans, what counts as an order, overages, and plan changes. ### shopify-customer-address-management Control how recipient addresses interact with Shopify customer records during order generation. Configure address cleanup and B2B company associations. - [Customer and Address Management](https://docs.sendtomany.com/settings/shopify-customer-address-management.md): Control how recipient addresses interact with Shopify customer records during order generation. Configure address cleanup and B2B company associations. ### shopify-order-metafields-upload-checkout Store structured data from spreadsheet uploads and multi-recipient checkout directly in Shopify order metafields. Map imported columns and custom recipient fields to metafield definitions. - [Order Metafields: Map Upload and Checkout Data to Shopify Metafields](https://docs.sendtomany.com/settings/shopify-order-metafields-upload-checkout.md): Store structured data from spreadsheet uploads and multi-recipient checkout directly in Shopify order metafields. Map imported columns and custom recipient fields to metafield definitions. ## tax-and-shipping Per-recipient sales tax calculation, collection, and reporting for bulk orders across multiple states. ### shopify-per-recipient-sales-tax-calculation How Send To Many calculates, collects, and reports sales tax for bulk corporate gifting orders in Shopify, including per-recipient tax detail and aggregate invoice collection. - [Sales Tax Calculation, Collection, and Reporting](https://docs.sendtomany.com/tax-and-shipping/shopify-per-recipient-sales-tax-calculation.md): How Send To Many calculates, collects, and reports sales tax for bulk corporate gifting orders in Shopify, including per-recipient tax detail and aggregate invoice collection. ## upload Import bulk orders from CSV, Excel, or Google Sheets. Map columns, validate addresses, and generate multi-recipient orders at scale. ### bulk-order-send-types Pre-configure order generation settings for corporate gifting, influencer seeding, and internal fulfillment. One click applies the right defaults for each workflow. - [Send Presets: Configure Bulk Order Settings by Use Case](https://docs.sendtomany.com/upload/bulk-order-send-types.md): Pre-configure order generation settings for corporate gifting, influencer seeding, and internal fulfillment. One click applies the right defaults for each workflow. ### bulk-order-spreadsheet-format Format your CSV or Excel file for multi-recipient order imports. Column mapping for names, addresses, products, quantities, gift messages, and shipping methods. - [Bulk Order Spreadsheet Format: CSV & Excel Template for Shopify](https://docs.sendtomany.com/upload/bulk-order-spreadsheet-format.md): Format your CSV or Excel file for multi-recipient order imports. Column mapping for names, addresses, products, quantities, gift messages, and shipping methods. ### influencer-seeding-bulk-mailing How influencer seeding works in Send To Many. Ship product samples to influencers in bulk with suppressed notifications, free shipping, and zero-cost recipient orders. - [Influencer Seeding Sends](https://docs.sendtomany.com/upload/influencer-seeding-bulk-mailing.md): How influencer seeding works in Send To Many. Ship product samples to influencers in bulk with suppressed notifications, free shipping, and zero-cost recipient orders. ### saved-import-formats Save your column mapping after the first upload so you don't need to remap next time. Reuse import formats across manual uploads and inquiry form submissions in Shopify. - [Saved Import Formats](https://docs.sendtomany.com/upload/saved-import-formats.md): Save your column mapping after the first upload so you don't need to remap next time. Reuse import formats across manual uploads and inquiry form submissions in Shopify. ### shopify-bulk-order-inventory-alerts See real-time stock warnings while building a Send. Alerts factor in inventory committed to other open Sends that haven't generated orders yet. - [Inventory Alerts for Bulk Orders: Prevent Overselling on Shopify](https://docs.sendtomany.com/upload/shopify-bulk-order-inventory-alerts.md): See real-time stock warnings while building a Send. Alerts factor in inventory committed to other open Sends that haven't generated orders yet. ### shopify-corporate-gifting-order How corporate gifting Sends work in Send To Many. Collect payment from a gifter company via an aggregate invoice before generating individual Shopify orders for each recipient. - [Corporate Gifting Orders](https://docs.sendtomany.com/upload/shopify-corporate-gifting-order.md): How corporate gifting Sends work in Send To Many. Collect payment from a gifter company via an aggregate invoice before generating individual Shopify orders for each recipient. ### shopify-product-customization-bulk-order-upload Include engraving, monogramming, gift messages, and logo uploads as line item properties when importing multi-recipient orders from a spreadsheet in Shopify. - [Adding Product Customization to Bulk Orders During Upload](https://docs.sendtomany.com/upload/shopify-product-customization-bulk-order-upload.md): Include engraving, monogramming, gift messages, and logo uploads as line item properties when importing multi-recipient orders from a spreadsheet in Shopify.