Skip to main content
Content

This is what you can customize on your created documents

Ben Badinszky avatar
Written by Ben Badinszky
Updated yesterday

Template to use

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

You can refresh the list of templates by clicking Refresh list now button » Wait a little » You’ll see the refreshed list

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” here, you will see this unit name in every document item

Comment

This text will be shown as a note of the document in FastBill. You can use this merge tag: {{order_number}}

Example: if you write “This order is from XY Webshop, order number: {{order_number}}” this will be shown on your documents and on your dashboard, too.

Order cancelation

You have the flexibility to decide the outcome when you cancel an order in Shopify.

Options:

  • No canceling or deletion

  • Cancel the document in FastBill

Collect VAT ID

When turned on, the customer’s entered VAT ID will be shown on all created documents » “Address line 2” changes to “VAT ID” in the backend side, so any value entered in that field will be shown on your created documents.

After saving it here, to change the label and placeholder of this field from “Address line 2” to VAT/USt-IdNr., etc. » Follow these instructions

Content parameters not listed above – that you can’t configure on your dashboard – work like this:

  • VAT » We use Shopify order data and your Shopify VAT settings

  • Currency » We use Shopify order data

  • Numbering sequence » We use your FastBill default numbering sequence

  • Bank account information » We use FastBill’s default bank account details.

  • Discount » We use Shopify order data and show that discount on the documents

  • Due date » We use your FastBill default invoice’s due date setting

  • Shipping fee » We use the shipping fee within the Shopify order

  • Payment method » We use the payment method of the Shopify order

  • OSS » We push order data to FastBill and FastBill handle OSS badge

Did this answer your question?