The business
P&V Merchants sells wine. Its homepage opens on a "New Gear" row of bottles priced from $35 to $103, offers free Sydney delivery above $150 and free delivery across Australia above $300, and gives 10% off six bottles with a code. The shop installed Avada PDF Invoice in 2021. The app has sent more than 34,000 documents since.
Invoicing in Australia
Wine carries GST like most goods, 10% inside the price. A registered seller supplies a tax invoice within 28 days of a request on any sale above $82.50, showing the words "tax invoice", the ABN, the date, a description and the GST amount. At $1,000 the buyer's name or ABN joins the list.
Registration is compulsory from $75,000 in annual turnover, and a credit for a broken bottle needs an adjustment note that traces back to the original invoice. Case orders add paperwork of their own. A restaurant buying a dozen bottles or a company sending gifts wants a document for its books and a quote first. A PDF by email is enough, since the ATO accepts tax invoices in electronic form.
How P&V Merchants uses the app
Five templates sit in the account. The invoice is Blue Invoice, in English and Australian dollars, with tax fields filled in and automatic email to customers. A refund, a packing slip, an order document and a quote template for draft orders complete the set.
The quote template does the work that suits a merchant selling by the case. A team member builds a draft order for a customer, and the app turns it into a document with the shop's details and the GST line, ready to send before anyone pays.
The sample on this page is a quote, the document this account's default template produces, and everything in it is invented. The ABN is zeros, the buyer lives in Newtown only on paper, and the four wines come from imaginary producers. The order clears the $300 free-delivery line, so no shipping row appears. Each wine sits on its own line with a SKU, so a mixed case reads like a packing list, and Price and Subtotal both show the line total. The subtotal is $341.00, Includes GST (10%) is $31.00 and the grand total is $341.00. A notes box holds the delivery instruction, here an adult signature, and the footer says a tax invoice follows once the order is confirmed.
Results
More than 34,000 documents in five years have gone out through one invoice layout, with the quote template covering orders that start as a conversation. Invoice, quote, refund, packing slip and order document all come from the same account with one ABN block and one GST line. A draft order, the sale after it and a later credit read as paperwork from one shop. We have no time-saving figure and claim none.
Try it
Set up the invoice, add the quote template if you build draft orders, and enter your ABN in Avada PDF Invoice. A free trial is on the Shopify App Store.