Set up Docket for the first time

Docket opens inside Shopify Admin and does not require another password.

Before you start

Have one normal Shopify order available. Docket uses it only as preview data while you design; previewing does not email the customer or change the order.

Complete the checklist

1. Open Apps → Docket in Shopify Admin.
2. Under Set up Docket, upload the store logo you want on documents.
3. Open Templates, preview the presets, and duplicate the design closest to your needs.
4. Open Invoice numbering. Review the text before the number, number length, starting number, and yearly-reset choice before issuing the first real invoice.
5. Open Automations if documents should be sent automatically. Leave each automation turned off until the test email looks correct.
6. Open Email delivery, choose a real order as preview data, and send a test to an address you control.

The Home checklist changes to Complete as each item is configured.

Check the first document

Open Orders, select an order, choose Print or download, and create an invoice. Check your store details, customer address, currency, tax breakdown, invoice number, page breaks, and any required legal text before turning on automatic emails.

Free and Pro behavior

Manual printing and downloads are available on Free. Free also includes automatic email delivery for up to 50 unique orders each calendar month and adds a small Made with Docket footer. Pro removes that footer and adds unlimited automatic delivery, email from your own domain, and faster processing during busy periods.

Plan selection and cancellation happen on Shopify's hosted pricing page. Docket never asks for card details.

If setup does not load

Refresh the Shopify Admin tab once. If the problem remains, open Docket's Plan & usage or Orders page and note the visible error message. Email your store's .myshopify.com address, the page name, approximate time, and error text to omdeeppiyanp@gmail.com. Never send customer details, sign-in codes, or passwords.