Set a Default Template

In this guide, we’ll walk you through how to set a default template in NS Order Printer PDF Invoice app. Let’s dive in!

How to Set a Default Template

Step 1: Install the App

Make sure you have the NestScale Order Printer PDF Invoice app installed on your Shopify store.

Step 2: Set a Default Template

1. Navigate to the Templates section.
   
2. Browse the list and select the template you want to set as default.
   
3. Click the three-dot icon next to the template > select Edit.

4. Check the box “Use as default”.

5. Click the Save button at the top of the page.

Once saved, you’ll be redirected to the Templates list page. The selected template will now display a green “Default” label.

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The default template is now used when previewing or downloading invoices directly from the Shopify admin order page.

Important Notes

• There are three types of templates: Invoice/Order, Packing Slip, and Refund. You can only set one default template per type.

Step 3: Set a Default Template in Shopify Email Notifications

If you want to embed the invoice file in your Shopify email notifications:

1. Go to the Settings section.
   
2. Navigate to Shopify Email Notification.
   
3. Choose the Default template.
   
4. Click the Save button at the top of the page.

Step 4: Set a Default Template on the Shopify Order Status Page

To embed the invoice file on the Shopify order status page:

1. Go to the Settings section.
   
2. Navigate to Shopify Order Status Page.
   
3. Select the Default print template.
   
4. Click the Save button at the top of the page.

Need Help?

We’re here for you! Contact us via live chat in the app or email us at [email protected] for any assistance.