INTEGRATION
Fakturownia for Shopify
Automate your invoicing workflow by connecting your Fakturownia account to your Shopify store in seconds, and save time!
✅ 7-day Free Trial » 0% Risk
✅ Automatic Invoicing » Minimize error rates
✅ Automatic Email Sending » Zero Manual Steps
✅ Flexible Triggering » You can do anything
✅ One-Click integration » Easy setup
Settings & Documentation
Connection
Enter credentials » Click Save » Success!
Copy your credentials from your Fakturownia account and enter here. If everything is correct, you will see this success screen. Here is the step-by-step guide:
Error message?
Can’t activate the integration? Please check these, and click Save again:
- Ensure you’ve pasted the credentials in the right fields (don’t paste the API token into the Account name field)
- Double-check for any misspellings or unwanted spaces in the credentials you entered.
Still need help? Write to us, and we solve it in a few hours.
Triggers
Imported orders (for example, from a CSV file) work the same way as explained below. Please, note that you must add customer to the order to trigger documents.
You can configure what document (available documents are shown on the screenshot below) you want to create and exactly when (on what trigger). You can also check "Send the document in email to customer" in order to send the generated document to the customer. You can also disable it anytime. The triggers:
Trigger 1 » When order is paid
The document using this trigger will be created, IF a paid order is created (or imported) OR an unpaid order is set to paid
Trigger 2 » When any order is created
The document using this trigger will be created, IF any type of order is created (or imported)
Trigger 3 » When unpaid order is created
The document using this trigger will be created, IF an unpaid order is created (or imported)
Trigger 4 » When order is fulfilled
The document using this trigger will be created, IF a fulfilled order is created (or imported) OR an unfulfilled order is set to fulfilled
Trigger 5 » Never
The document using this trigger will never be created
Automatic Linking:
- If there is a proforma created » And you create an invoice to the same order » Proforma + Invoice are linked together in Fakturownia
- If there is a Prepayment invoice created » And you create a Final invoice to the same order » Prepayment invoice + Final invoice are linked together in Fakturownia
Content
Choose department
Default document language
Unit
Any text entered here will appear on the document for each item. If left blank, no unit name will be shown.
Example – If you enter “BB” here, you will see this unit name in every document item
Order cancelation
You can decide what should happen in Fakturownia when you cancel an order in Shopify.
Options:
- No canceling or deletion
- Cancel the document in Fakturownia
- Delete the document in Fakturownia
You can check “Create a credit note in Fakturownia” if you want, optionally.
Comment
This text will be shown as a note of the document in Fakturownia. You can use this merge tag: {{order_number}}
For example: If there is an order with number 1234, and your comment is “Shop order is: {{order_number}}” » “Shop order is: #1234” will be on your documents as a note
To display the OSS label on your documents, you need to complete the following steps:
- Please note that you need to configure your tax settings in Shopify first. There, you can determine if the OSS is the appropriate tax regime for your business.
- OSS forwarding is Turned on in Shopify Admin: Log in to Shopify Admin » Apps » Fakturownia | Integration » Settings » OSS forwarding » Turned on
- OSS mode is enabled in your Fakturownia account: Log in to Fakturownia » Settings » Account Settings » Configuration » OSS mode » Enable » Click Save
- Your Shopify store’s country code in the billing information (Settings » Billing information) is different from the country code of the customer’s billing address (which corresponds to the delivery address).
Collect VAT ID
When turned on, the customer’s entered VAT ID will be shown on all created documents » “Address line 2” changes to “VAT ID” in the backend side, so any value entered in that field will be shown on your created documents.
After saving it here, to change the label and placeholder of this field from “Address line 2” to VAT/NIP, etc. » Follow these instructions
Content parameters not listed above – that you can’t configure on your dashboard – work like this:
- VAT » We use Shopify order data and your Shopify VAT settings
- Currency » We use Shopify order data
- Numbering sequence » We use your Fakturownia default numbering sequence
- Bank account information » We use your department’s data that includes bank account details, too.
- Discount » We use Shopify order data and show that discount on the documents
- Due date » We use your Fakturownia default invoice’s due date setting
- Shipping fee » We use the shipping fee within the Shopify order
- Email template » You can configure the content within Fakturownia
- Payment method » We use Shopify order payment method
Do I need to pay for this app?
Yes, this app requires a separate payment and is not included in your Fakturownia plan. However, we’re pleased to offer you a FREE trial
Can I automate my invoicing with this app?
Yes, you can automate your complete invoicing workflow, so your documents will be created automatically based on your orders in Shopify.
Need more help?
You find more answers in our Help Center
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