Teamleader
Automagically create contacts, deals, and invoices in your CRM

All benefits are there to grab:
We offer a simple yet effective interface for all users, where merchants can modify sessions effortlessly. Options are enabled/disabled with a simple toggle interface.
Merchants are offered 9 different templates by default. There are 3 options (portrait, landscape, Infinity) for each of the below:
Order invoice
Packing slip
Refund (credit note)
Each template can be easily modified by adding/removing sections, customizing color, messages, and more, to make it more personal. Additional templates are available on paid plans.
The app displays all Shopify orders, with all invoices for orders, shipments, and refunds. Merchants can either work with them individually or in bulk.
Invoices are configured to be sent automatically when triggered by specific actions/events. Merchants manage all of these within one dashboard, allowing them to customize the email content, attachments, BCC email addresses. Email auto can also be filtered by tags
With the code provided, merchants can create a Download button to allow customers to download invoices from several different places ( Shopify frontend, Shopify emails).
By default, invoices are in English, but merchants can choose a different language to display them in, and translate all to that specific language if needed.
With Tracking information available on packing slips, it can be an alternative for the traditional shipping labels.
VAT number (or other numbers) is required on your invoice? We offer a solution to automatically capture and display them, to make this the tax invoice you need.
Like actual orders, Draft orders can be viewed on the app, allowing merchants to download, print, and send them to customers via email (with a PAY NOW button).
Instead of the default invoice number from Shopify, merchants can set this number to start from a new one. Changes will apply instantly to new future orders.
Multiple additional fields are available for merchants to select and display on the invoice, ideally for B2B Shopify stores - wholesale invoice and international orders:
Starting from $0 to $19.99 per month.
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Vify
Quick & Easy
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