Based on which status should orders be synced to Moneybird?
Please indicate below for which order status(es) the app should synchronize the order. Please note: once an order has been synchronized to Moneybird, any subsequent changes in Shopify will no longer be updated in Moneybird.
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Are you using a Payment Service Provider (PSP)? Please note that the order must be in Moneybird before the payment, otherwise the payment cannot be matched with the outstanding item.

Export existing orders
Do you want to export existing orders from Shopify

Fullfillment date
Should the fulfillment date be used as the order date?

Add discount order lines
Do you want the discount on a separate order line?

Do you want to add prefixes and suffixes to order numbers?
If you choose 'No' order numbers will be transferred as-is. If you choose 'Yes' the prefix and suffix that you have configured in Shopify (at Settings > Store details > Order ID format) is added to the order number. Note: existing orders won't be adjusted. Read this article (Dutch) for more information on prefixes and suffixes in Shopify.
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Choose 'Yes' when you connect multiple Shopify stores to the same bookkeeping administration.

Export existing refunds
Do you also want to export refunds from Shopify. Note: Cancelled orders are not considered refunds.

Sync Shopify Payments transactions?
Are you using Shopify Payments as your payment service provider (PSP)? If so, you can indicate here whether you want received payments to be automatically processed in your accounting.
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Choose "Yes" if you want the payouts from Shopify Payments to be automatically matched to the corresponding open entries in your accounting after settlement. Additionally, the associated transaction fees will be posted automatically. This automates the reconciliation process within your accounting.
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Choose "No" if you are not using Shopify Payments, or if you prefer to track the payments manually in your accounting software.

Export existing Shopify Payments transactions
Do you want to export existing Shopify Payments transactions?

Select a ledger account
This ledger account is used when creating the invoice

Insert orders as
Specify how the orders should be inserted into Moneybird.

Select an invoice profile
This profile is used creating the sales invoice

Transfer order line amounts including or excluding VAT?
Should the order line prices from Shopify be inserted including tax in Moneybird?

Desired invoice status, and preference for sending the invoice
Indicate what status the sales invoice should have in Moneybird. You can also choose to have Moneybird send the invoice. In that case, the standard shipping method for the Moneybird contact will be applied.
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​Note! We only do the actual sending for invoices that are not part of the initial export of invoices.

Register payment
Do paid invoices have to be registered as 'paid' in Moneybird (note that they have to be marked as 'sent' too in that case)?
Choose 'Yes' if you use a PSP and want automatic reconciliation.

Select workflow
This workflow will be added to the sales invoices

Alternative workflow for credit orders
If you select a workflow here, it will be added to the credit invoices instead of the previously selected workflow

Select firstname format for Moneybird
We can either fill the firstname with the firstname of Shopify, or fill it with the initials as stored in Shopify. In case no initials are available, we'll determine them based on the firstname. Additionally, we can prefill a salutation, possibly based on the gender in Shopify.

Add product numbers to invoice lines
Should product numbers be added to the invoice lines?

Invoice numbers
Do you want to use the invoice numbers of Shopify? If so, make sure you adjust the Invoice id template in Moneybird to '{id}' (via Settings -> Numbering & mail copy). Note that this means that you should not make any invoices in Moneybird yourself, since the invoice numbering needs to be sequential.

Select a ledger account for shipping costs
This ledger account is used for the shipping costs invoice line when creating the invoice

Select a ledger account for other costs
This ledger account is used for other costs invoice line when creating the invoice

Moneybird VAT mapping
Connect the VAT categories of Shopify to your Moneybird account

How do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
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Make sure you webshop configuration aligns with this choice!
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For more information, please see this Moneybird article (Dutch).

Customer id for Point of Sale orders
Do you make use of a Point of Sale in Shopify and do you want to book these orders in Moneybird as well? Then please enter the customer id of the customer on which these orders should be booked below.

Default debtor
Enter the customer number of the contact in Moneybird on which all orders should be booked. You can find this number in Moneybird under Contacts → click the desired contact → the customer number is shown in the top left of the contact page. This means the integration will not create new contacts in your Moneybird administration.
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Don't have a default debtor yet? Click the button below to create one automatically.

Use default customer for B2C only
Do you want the default customer to be used only for consumer (B2C) customers? If enabled, business (B2B) customers will be created as separate contacts, ensuring that the ICP declaration is processed correctly.

Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.

Select financial account
Select the account on which the transactions should be booked. Moneybird bankaccount can't be used, so are excluded from this list.

Ledger account Payment Service Provider costs
In this step, select a balance category where the transaction fees from the payout should be booked. In this article, you'll learn how to create this category and how the purchase invoice is processed correctly in the administration.

Ledger account payouts
Select a ledger account for payouts

Ledger account outgoing transfers
Select a ledger account for outgoing transfers