Frequently asked questions

The app turns your Shopify orders into invoices and credit notes automatically, as PDF/A-3 files with an embedded e-invoice (ZUGFeRD/Factur-X, EN 16931 profile), and validates every final document before release.

For Shopify merchants based in the EU, especially in Germany, Austria and neighbouring countries. The app detects export and reverse charge automatically for sellers in the EU.

Invoice Autopilot is coming soon to the Shopify App Store. Until then, the prices on this site are provisional.

No. The app hands your documents over as a monthly export (PDF/XML package and CSV) to your accountant or accounting software. There is no direct connection to DATEV, Lexware Office or sevdesk.

As soon as Shopify reports an order as paid – from the start date you set and within your filters. For pay by invoice, the invoice can be created when the order is placed.

The app does not invoice them on its own. Under "History & catch-up" you review older orders page by page and create invoices deliberately.

Yes. Under "Invoices" you load an order, see the preview and click "Create invoice".

No. The app reserves the number only when it creates the final document and only when company and order details are complete.

The app stops before an invoice number is assigned and shows the reason and the next step – on the order and in the automation history.

No, a finished invoice stays unchanged. Corrections after a refund, cancellation or reduction go through a credit note.

When credit-note automation is on, the refund is on or after your start date, the order has a finished invoice from the app, money is refunded and the refund can be attributed clearly. Then every refund gets its own credit note that references the original invoice. If the app already covered a reduction with a cancellation or correction credit note, the later payout gets no second credit note. Other cases – for example refunds on cancelled orders without cancellation automation – are shown for review.

A partial refund via the order lines, with money refunded and amounts that add up, gets a credit note for exactly those lines. Partial refunds without line or shipping details and refunds without money are shown for review.

Optionally, the app creates a full credit note on cancellation when no money remains with the shop, and a correction credit note when an invoiced order was clearly reduced.

ZUGFeRD/Factur-X in the EN 16931 profile, embedded in a PDF/A-3. People read the PDF, accounting software reads the XML.

Whether the XML matches the EN 16931 profile and its business rules, whether the PDF/A-3 is valid and whether the XML is embedded correctly. It confirms format and rules, not the tax treatment.

No. If you need XRechnung or Peppol for individual customers, such as public authorities, use another tool for those.

Invoices to consumers are not covered by the German mandate. Invoice Autopilot still creates the same e-invoice for every order, which simplifies creation. You may send invoices to consumers electronically only with their consent.

In the new customer accounts, on the order status page and via a link you add to the Shopify order confirmation and later Shopify emails.

No. The app uses your Shopify notifications. For your own emails, for example via Shopify Flow or Klaviyo, there is a text template to copy.

Download in the customer account needs Shopify's new customer accounts. The link in the order confirmation works either way.

German, English, French, Italian, Dutch or Spanish. The app itself is in German and English.

From Shopify. The app does not set VAT rates of its own but assigns each line a tax category. Only for shipping with mixed VAT rates does it split shipping across the rates according to your setting; the gross amount stays the same.

Yes, for sellers based in the EU, with a note on the invoice. Unclear 0% VAT cases are held for review by default.

No, only the format. You remain responsible for whether reverse charge really applies.

Yes, across separate lines; you decide how shipping is split. Several VAT rates on a single product line are not supported.

The app uses the VAT rates Shopify calculates per country. There is no OSS threshold monitoring or OSS reporting of its own.

Every finished invoice and every finished credit note. Previews, drafts and downloads do not count.

Creation continues; Shopify bills further documents per document according to your plan. From 80% usage the app lets you know.

About 48 hours after uninstalling, Shopify requests deletion of the shop data; the app then permanently deletes all stored documents of this shop. Download your archive first – legal retention is your responsibility.