Shopify + FastBill INTEGRATION

FastBill | Integration

Connect your FastBill account to your Shopify store and save time on invoicing

I can't activate the integration. What's the problem?

Please check these, and click Save again:

  1. Ensure you’ve pasted the credentials in the right fields (don’t paste the email address into the API key field)
  2. Double-check for any misspellings or unwanted spaces in the credentials you entered.
  3. Verify that you have at least one template set up in your FastBill account.

Still need help? Write to us, and we solve it in a few hours.

Importing old orders and push to FastBill?

Yes, you can import your old orders to Shopify, your documents will be created based on your trigger configurations. Our recommeded steps, before you import orders.

  1. Make sure, your integration is active (you entered your credentials successfully, and you see the green message on the dashboard)
  2. Configure the Triggers on the dashboard and Save your settings.
  3. Import 2-3 test orders, and check it everything works as you want. If you need help, contant us.
  4. After test, import all your old orders. Your documents will be created automatically. Congrats!
Can I connect multiple stores to one FastBill account?

Yes, it is possible to enter the same FastBill credentials to multiple stores, so if you have e.g: 3 stores, you can connect all 3 to one single FastBill account.

FastBill API quota has run out. How to buy more?

If the quota runs out, then contact FastBill Customer Support directly and buy more limit so that you can continue to use our application and your subscription smoothly.

Settings & Documentation

Triggers

Imported orders (for example, from a CSV file) work the same way as explained below.

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

Content

Template to use

When creating the invoice, we use this template. You can create and edit your templates in your FastBill account.

If you don’t see your latest templates, click Refresh list now » And we show your latest template list

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 “pc” here, you will see this unit name in every document item

Comment

This text will be shown as a description of the invoice in FastBill. You can use this merge tag: {{order_number}}

Example: if you write “This order is from XY Webshop, order number: {{order_number}}” this will be the description of your document, shown on your FastBill dashboard. 

Order cancelation

You have the flexibility to decide the outcome when you cancel an order in Shopify.

Options:

  • No canceling or deletion
  • Cancel the document in FastBill

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
  • OSS » Automatically

Need extra feature?

Tell us, what you need and we start work on it.

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