---
title: Shopify Invoicing Comprehensive Overview
description: Learn how to build and send a complete Shopify invoice for a client order — from tagging the order correctly to breaking out line items and calculating shipping.
---

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# Shopify Invoicing Comprehensive Overview

## Learn how to build and send a complete Shopify invoice for a client order — from tagging the order correctly to breaking out line items and calculating shipping.

 

**[Watch the Loom video: Account Manager: Shopify Invoicing Comprehensive Overview](https://www.loom.com/share/10e76922372f450789309cb1b736be80)**

**What You'll Need Before You Start**

- Access to Shopify with permission to create orders
- The client's Program ID
- The client's three-letter identifier
- The Sales Rep code for the account
- The product SKUs and package contents for the order
- Access to the Product Pricing List (for shipping rates)
- The client's confirmed shipping address and email

---

**Step 1: Create the Order**

1. In Shopify, go to the **Orders** tab on the left-hand navigation.
2. In the top-right corner, click **Create order**.

---

**Step 2: Add the Customer**

1. Add the customer to the order — either create a new customer or select one that already exists in the store.
2. Double-check that the shipping address is correct.
3. Confirm the email address on file is correct.
4. Confirm this is the correct client for the order.

Always verify the shipping address, email, and client name before moving on — catching a mismatch here saves a shipping correction later.

**Step 3: Add Order Tags**

Scroll down to the **Tags** section and add the following, in order:

| Tag | Example | Purpose |
| --- | --- | --- |
| Program ID | 0565 | Identifies the client's program |
| Three-letter identifier | CSL | Identifies the client account |
| Sales Rep code | CH | Identifies the sales rep on the account |
| Bulk order | — | Ensures shipping/tracking notifications go out and that the team is notified when the client pays |

The Sales Rep tag doesn't always autofill. If it doesn't populate automatically, add it manually — don't skip it.

**Step 4: Add the Custom Package Item**

1. Add a custom item to the order.
2. Include the Program ID and three-letter identifier in the item details.
3. Describe the package itself (for example, "3-piece women's cross package").
4. List all the line items included in the package, with their SKUs, for reference. Example:

| SKU | Item | Price |
| --- | --- | --- |
| 1007 | Women's Game Reversible | $99.95 |
| 2202 | Women's Shorts | $99.95 |
| 4003 | Player Tech Tee | $99.95 |

1. Set the quantity for the package based on the order type (for example, a one-time order gets a quantity of 1).
2. Click **Save**.

---

**Step 5: Break Out the Individual Line Items**

After the custom package item is saved, add each individual SKU from the package as its own line item so the order reflects everything the client is receiving.

1. Add each item's unique SKU (for example, 1007, 2202, 4003) along with a short description.
2. Set the price on each individual line item to **$0** — the package item already carries the total price.
3. Leave the quantity at **1** for each individual line item. Don't split quantities across the individual items.
4. Click **Save**.

**Important:** Always zero out the price on the individual line items. The custom package item is what carries the charge — leaving a price on the individual items will overcharge the client.

---

**Step 6: Double-Check the Order**

Before adding shipping, confirm:

- All line items are present and accurate
- The shipping address is correct
- All required tags (Program ID, three-letter identifier, Sales Rep, Bulk order) are in place

---

**Step 7: Add Shipping**

1. Open the Product Pricing List and navigate to the **Shipping** tab.
2. Determine the shipping speed for the order (for example, 5–7 day shipping).
3. Determine the client's region (for example, a New York address falls under the East region) and select the matching rate.
4. Round the shipping rate up to the nearest $5 increment (for example, a sheet rate of $94.99 rounds up to $95).
5. Enter the rounded amount as a **Custom Shipping** line on the order.
6. Click **Save**.

---

**Step 8: Send the Invoice**

1. Click **Send invoice**.
2. Write a clear subject line that includes the client's identifier and a short order description (for example, "CSL Women's Cross Order").
3. Add a brief message asking the client to review the invoice.
4. Click **Send**.

---

**Best Practices**

- Verify the shipping address, email, and client match before adding tags or line items.
- Always include the Program ID, three-letter identifier, and Sales Rep code on every order.
- Zero out the price on individually broken-out line items to avoid double-charging the client.
- Round shipping rates up to the nearest $5 per the Product Pricing List.
- Save the order after each major step (customer/tags, package item, broken-out items, shipping) so progress isn't lost.
- Use a clear, consistent invoice subject line so clients can identify the order at a glance.

---

**Links**

- Product Pricing List — [Click Here](https://docs.google.com/spreadsheets/d/1V4WwshExvlNnx10A4DSJBKX__Tt-t_Din8L2kHHZ5nU/edit?gid=403224652#gid=403224652)
- Loom video — [Account Manager: Shopify Invoicing Comprehensive Overview](https://www.loom.com/share/10e76922372f450789309cb1b736be80)

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