Set up automation email
Automation email sends an invoice PDF to your customer the moment Shopify reaches a trigger you choose — order paid, fulfilled, refunded — with no manual step.
Overview
You enable a trigger, point it at a template, write the message once, then let Shopify events do the rest. The PDF is attached automatically, and you can test the whole flow before going live.
How to use
Step 1: Open the settings
In the app, go to Dashboard > Automation > Email Automation.
Step 2: Enable and configure triggers
Toggle automation on, then choose one or more events that will send the email:
- Order created
- Payment completed
- Order fulfilled
Pick the PDF template you want attached for each trigger.
Step 3: Customise the email content
Craft the message that travels with the PDF:
- Subject line — keep it scannable, e.g.
Your invoice for order #{order_number}. - Body — use personalisation variables for customer name, order number and total amount.
- Confirm the PDF attachment block is enabled.
Step 4: Additional settings
- Add a BCC address for your accounting team.
- Customise the footer with policies, return windows or contact details.
Step 5: Test before going live
Click Send test email to receive a sample at your inbox. Verify the subject, body, personalisation variables and PDF attachment render correctly before enabling the automation for real customers.
Tips
- Always run the test step. A wrong variable or broken PDF link reaches every customer once automation is live.
- Use separate triggers — paid vs fulfilled — only if you want to send the document at distinct moments; otherwise pick the one closest to the customer's expectation.
- Combine automation with translation settings to localise the email body and PDF for international customers.