BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Activating the Connection with Shopify
  • Setting up the Shopify Connection
  • Settings
  • Bottom Texts and Emails

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  1. CONNECTIONS
  2. Connections for Webshops

Shopify

PreviousConnections for WebshopsNextWooCommerce

Last updated 2 years ago

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is an e-commerce platform that helps small businesses build an online store and sell online. Via the Shopify connection in BestInvoicing, you can automatically convert an order from your Shopify webshop into an order confirmation, delivery note or invoice. This document can then be sent from BestInvoicing (automatically) to the customer via email.

Activating the Connection with Shopify

This connection can be activated via the 'Apps and Integrations' menu in BestInvoicing.

  1. Navigate to the top right corner of BestInvoicing and click your email address.

  2. Select 'Apps and Integrations' in the menu.

  3. Go to the tab 'Advanced Settings' and click the green button 'Activate' next to 'Shopify'.

Setting up the Shopify Connection

Once the connection is activated, a yellow "Configure" button appears on the left side. Click it to set up the connection.

Click the green button 'Open Shopify AppStore' to be redirected to your Shopify environment, where you're asked to sign in to your Shopify account.

After verification of your access, you're invited to connect your webshop to the onFact app:

(the abovementioned screen and below step will change after app verification by Shopify)

Click 'Install unlisted app' in order to make the connection. You'll be redirected to BestInvoicing, where upon successful connection, the following screen appears:

Settings

In this section, select what type of document to create in BestInvoicing after an action has been performed in Shopify.

BestInvoicing may create an order confirmation, a delivery note or an invoice.

Determine when your selected document type should be created: as soon as a webshop order is created, as soon as that order is paid or only upon completion of the order.

If you check 'Send automatically via email', the document is immediately sent to the email address used to place the order in Shopify. If you do not check this box, the document will be created with 'Concept' status in BestInvoicing and you still need to send it yourself.

Click 'Save' to save your settings.

Bottom Texts and Emails

'Bottom texts' in BestInvoicing refer to the texts that can be found at the bottom of an invoice, order confirmation or delivery note), usually a thank your for the order incl. payment details/instructions.

'Email texts' are the accompanying texts that are sent out when sending the actual document (invoice, order confirmation, delivery note) to the customer.

Similarly, it is also possible to set the text for the accompanying email. Again, you can distinguish between an email text for an order already paid, or still to be paid.

You can select different texts for documents relating to orders that have already been paid or are yet to be paid. If you have activated the app ', you can even preset these texts per language.

Foreign Language Customers'
Shopify