Docs

New here? Start with Getting started. The app's overview also shows you which step is still missing.

• Getting started – Five steps from installing the app to your first finished invoice.
• Company and tax – Sender details, tax number, the buyer's VAT ID, mixed VAT rates and invoices with 0% VAT.
• Invoice numbers and payment term – Number ranges, prefixes, switching from another tool and the payment term on the invoice.
• Automation – Invoices on payment, credit notes on refund, start dates, filters, test runs and history.
• Credit notes – When the app creates a credit note automatically and which cases it shows you for review.
• Pay by invoice – Final invoices when the order is placed, for orders that are paid later.
• Customer account and invoice link – How your customers get their invoice and credit note – in the customer account, on the order status page and via a link in Shopify emails.
• Export and archive – Monthly packages for your accountant, the CSV overview, limits and what happens when you uninstall.
• E-invoice and validation report – What every final document contains, what the app checks before release and which formats it does not offer.
• Template and design – Invoice language, logo, accent color, line item display and rule-based notes.
• Plans and billing – What counts as a document, how billing through Shopify works and what happens if you need more documents.
• Troubleshooting – Why an invoice was held and what you can do in each case.