Skip to main content

FAQ: Notifications, Invoicing, B2B & Team Access

Answers about notification toggles, upload template sharing, B2B payment terms, deposit collection, printing customized invoices from unpaid draft orders, and team access roles.

Notifications​

Why are there separate toggles for order confirmation and shipping notifications?​

Send To Many lets you control order confirmation emails and shipping notification emails independently. However, order confirmations can only be enabled when shipping notifications are also enabled, and they always go to the same target (recipient or gifter). When shipping notifications are suppressed, order confirmations are automatically suppressed too. See Order & Shipping Notifications.

Invoicing and Payment​

How do I share an upload template with customers?​

Two approaches: share an Excel/CSV file directly with the column headers you need, or set up an inquiry form with a file upload field. With the inquiry form approach, customers submit their recipient list through the form and it creates a draft Send for you to review. See Setting Up the Inquiry Form.

Can I use B2B payment terms and vaulted cards?​

Yes. Send To Many integrates with Shopify B2B for vaulted payment methods, B2B catalog pricing, and net payment terms. Shopify B2B is available on all Shopify plans. See Shopify B2B Setup and Configuration.

Can I collect a deposit or split payment on a large order?​

Yes. On Shopify Plus, you can add a deposit requirement directly on the aggregate invoice using B2B payment terms. On any Shopify plan, you can collect an upfront deposit as a separate order, then apply a credit to the aggregate invoice when the Send is ready. See Deposits and Split Payments for both approaches.

Can I print an invoice from a draft order before it's paid?​

Not with Shopify's built-in printing. Shopify only prints completed orders, so a draft order that hasn't been paid or marked as paid can't be printed from the Orders page. This applies to any aggregate invoice Send To Many creates, since those start as draft orders.

To print or email an invoice before payment, install a PDF invoice app that supports draft orders. These generate a proforma invoice from the draft so you can download, print, or send it while the order is still unpaid. Three well rated options with Built for Shopify status:

tip

If you only need a cost breakdown to share with your customer, you can download the full recipient list from the Finalize step before generating the invoice. It includes every recipient's address, products, shipping, and tax. See Shopify bulk order invoicing and payment collection.

Can I add VAT, a bill-to address, or a due date to the printed invoice?​

Not through Shopify's default invoice template. Shopify's built-in invoice layout is fixed, so fields like a separate bill-to address, VAT or tax registration numbers, payment due dates, PO numbers, and your own branding won't appear on the printout even when that information exists on the order.

The same PDF invoice apps listed above solve this. All three let you edit the invoice template and pull in order fields, customer fields, and static text, which is how you add VAT numbers, tax breakdowns, remittance details, terms, and a due date.

Send To Many populates the aggregate invoice with the product subtotal, per-recipient tax, combined shipping, and any discounts. Anything beyond those values, including VAT registration numbers and payment terms language, comes from the invoice app's template rather than from Send To Many. See Shopify bulk order invoicing and payment collection for what's included on the aggregate invoice.

Access Control​

Can I limit what my team members can do in Send To Many?​

Yes. Send To Many supports Admin, Manager, and Staff roles with different permission levels. Staff users have restricted access to settings and may be required to use specific import formats. See Access Control.

How are users added to Send To Many?​

We add users automatically when they visit the app in Shopify admin. There's no manual invitation step. On plans with permissions support, you can change the default role assigned to new users in your settings, so new team members get the right access level from the start. See Access Control.

Last updated on