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Getting started

Ten minutes from install to first branded invoice.

Pendulum runs in the background once you set it up. Most merchants spend about ten minutes on first-time configuration and then never touch the settings again. Here is the order we recommend.

1. Fill in your brand

Open Brand settings in the Pendulum app. Set your company name, address, phone, and the reply-to email where customer responses should land. Upload your logo. If you have a light wordmark (good on dark backgrounds) upload that too. Pick or build your theme colors in the live preview.

Full walkthrough: Brand settings.

2. Set your reminder cadence

Open Reminders. The default cadence is 3 days, 7 days, and 14 days after the invoice due date. Adjust to whatever fits your business. Disable steps you don't want.

Full walkthrough: Reminder cadence.

3. Customize your reminder template (optional)

Open Reminder templates. Pick a tone (Friendly, Firm, Urgent) and the editor generates starter copy. Edit it however you like. Variables like {{customer_name}} and {{amount}} get filled in at send time.

Full walkthrough: Email templates.

4. Paste the Shopify notification templates

Open Notifications in Pendulum. There are two templates to paste into Shopify admin: order confirmation and draft invoice. Each one replaces the default Shopify template with a Pendulum-branded version that includes a PDF download button and your brand colors.

  1. Click Copy on the order confirmation template in Pendulum.
  2. In Shopify admin, open Settings > Notifications > Order confirmation and click Edit code.
  3. Right-click in the code area, pick Select all, then Delete. Paste the Pendulum template.
  4. Save. Repeat for the draft invoice template.
Anything you change in Brand settings after this step shows up on the next email customers receive. You only paste the templates once.

Full walkthrough: Shopify notification templates.

5. Send a test invoice

Create a draft order in Shopify with your own email as the customer. Click Send invoice in Shopify. You should receive the Pendulum-branded draft invoice email with the PDF download button. If that looks right, you're done with setup.

Optional next steps

  • Pro plan only. Verified sender lets reminder emails come from your own domain instead of invoices@penduluminvoices.com.
  • Pro plan only. Outbound webhooks fire JSON events to your CRM, ERP, or Zapier when invoices are created, paid, or overdue.