In the dashboard of your GetMyInvoices account, navigate to your central email inbox (mail icon) in the upper right corner. Copy or write down the address of your inbox for receipts (looks like this: email@example.com). You will need this to configure email automation in your Printout Designer account.
Log in to your Printout-Designer Account and navigate to e-mail > templates in the menu on the left. Klick on ‘Create’, to create an e-mail template.
Enter the invoice information you want to appear on the final invoice document on the e-mail template creation page. Under "to Address", paste or copy the address of the central email inbox of your GetMyInvoices account. Click "Save" to complete the creation of the new email template.
After you created your customized e-mail template, navigate in your Printout-Designer-Dashboard to automation rules > e-mail, to start with setting up the e-mail automation process for GetMyInvoices.
Fill in the required fields on the e-mail automation page.
Name: Choose the name of the e-mail automation rule, for example, ‘Sync to GetMyInvoices’.
Trigger at event: Specify the event which should trigger the rule. This event will be sent from your E-commerce provider to Printout Designer.
Delay in minutes: Specify the delay between the event being triggered and the email being sent to your central email inbox / invoice inbox.
E-mail template: Choose the customized e-mail template that you have recently created for GetMyInvoices.
Condition filter (optional): You can specify a condition, which the order must meet to trigger the automation rule. If you specify more than one rule, the order must meet all conditions.
Active (or inactive): Turn this switch to activate your e-mail automation rule.
Click on ‚Update‘ to save your changes. Once you have configured the customized e-mail template and the corresponding email automation rule in your Printout Designer account, any trigger event you have set in Printout Designer will trigger the forwarding of newly created invoices to your GetMyInvoices account, via the central email inbox. To see these invoices in your GetMyInvoices account, simply click Documents in the menu on the left side of the GetMyInvoices dashboard.
With Printout Designer , online merchants can easily create invoices, delivery bills or shipping labels directly in their e-commerce platform using a browser-based drag-and-drop editor. In addition, the tool handles document shipping by automatically printing and emailing invoices and receipts for each order.
You can synchronize invoices with your GetMyInvoices account via the “Central email inbox/receipt” feature. This simplifies your invoice automation workflow, especially if you work with numerous newly created invoices in Printout Designer.