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Customize your generated FastBill document details

Updated over 3 weeks ago

We offer great flexibility, allowing you to customize many details of your generated documents. Let us know via chat if you need any additional featuresā€”we're happy to help! šŸ˜Š

āœ… Template to use

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

If you don't see your templates in this dropdown list, click 'Refresh list now' and wait a little Ā» Now, you need to see the updated list.

Example

Within FastBill settings, create and save your custom template:

After you clicked 'Refresh list now' on app dashboard, and choose 'TEMPLATE_01' Ā» This template will be used when generating documents.

āœ… Unit

Any text entered here will appear on the document for each item. If left blank, no unit name will be included on the invoice.

Example

If you enter "PC" on the app dashboard:

Within FastBill you will see this unit name at every document item:

āœ… Invoice title

This text will be the title of the created document in FastBill. In this field, you can use these tags: {{order_number}}, {{order_id}}

If left blank, the invoice title will not be displayed.

Example

If you enter 'Shopify order: {{order_number}}' on the app dashboard:

Within FastBill you will see this:

āœ… Comment

This text will be shown in the comment section of your created document as a public introduction text, so your customer will see this. You can use this merge tags: {{order_number}}, {{order_id}}

If left blank, the introduction text will not be displayed.

Example

If you enter 'This is my custom comment :)' on the app dashboard:

On the generated FastBill document you will see this:

āœ… Order cancelation

You have the flexibility to decide the outcome when you CANCEL (not refund, only cancel event triggers these options) an order in Shopify.

Options:

  • No canceling or deletion

    • Nothing will happen in FastBill.

  • Cancel the document in FastBill

    • The document will be canceled in FastBill + If an order is canceled and an invoice was issued earlier, the status of the document in FastBill changes to "canceled," and FastBill automatically generates a Credit Note.

āœ… Collect VAT ID

When turned on, the customerā€™s entered VAT ID will be shown on all created documents Ā» ā€œAddress line 2ā€ will behave like a VAT ID on backend side, so any value entered in this field will be shown on your created documents as the VAT ID of the customer.

If you choose 'Turned on' on the app dashboard:

You will collect the VAT ID of the buyer in the checkout. After saving these settings here, click here to change the label and placeholder of the 'Address line 2' field on the frontend

  • from ā€œAddress line 2ā€ (Shopify's default)

  • to 'Add VAT number' or anything you want...

āš™ļø Other settings and parameters

Content parameters not listed above ā€“ that you can't configure on your dashboard ā€“ work like this:

  • Paid status syncing

    • We do not update the Shopify order financial status based on FastBill changes. Instead, we determine the financial status of the created document based on the Shopify order's financial status at the time of the trigger.

      • If the order is unpaid when the trigger runs ā†’ The document will be unpaid.

      • If the order is paid when the trigger runs ā†’ The document will be paid.

      • If an unpaid invoice exists and the order is changed to paid, we update the invoice status to paid.

  • VAT & TAX Settings:

    • We use Shopify order data and your Shopify VAT settings. It is important to set up your VAT settings correctly both in FastBill and within Shopify Tax Settings

    • FastBill handles OSS automatically; we do not manage it.

  • Numbering sequence

    • We use your FastBill default numbering sequence.

  • Bank account information

    • We use FastBillā€™s default bank account details.

  • Currency

    • We use Shopify order data. So if the order is in EUR, the created document will use EUR, too.

  • Issue date

    • Always the date when the document is created.

  • Due date

    • We use FastBillā€™s default due date.

  • Delivery date

    • We set the payment's date as the delivery date.

  • Shipping fee

    • We use the shipping fee within the Shopify order. You can set up custom shipping rate under Admin Ā» Shipping and Delivery

  • Payment method

    • We aim to automatically select the payment method based on the Shopify order data.

  • Discount

    • We use Shopify order data and show that discount on the documents for each item of the order. For every item, we show all applied discount per ever item on on the created documents.

      • For example: {{productName}} | {{discountName}} - {{discountCode}}, {{discountName}} - {{discountCode}}

    • If there is a discount on the shipping, its value will appear in the discount field on the invoice. In the case of a 100% discount, the line value will be 0, as requested. If there is no discount, the line value will show the shipping price.

āœØ Extra features

These features aren't strictly part of the generated document's content, but they help streamline your workflow as a merchant and save you time.

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