We offer great flexibility, allowing you to customize many details of your generated documents. Let us know via chat if you need any additional featuresāwe're happy to help! š
ā 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.
ā 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:
ā 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:
ā 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:
ā 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.
ā Collect VAT ID
When turned on, the customerās entered VAT ID will be shown on all created documents Ā» āAddress 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 āAddress line 2ā (Shopify's default)
to 'Add VAT number' or anything you want...
āļø 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 FastBillās 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 FastBillās 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.
āØ 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.