Setting up Invoice Sync Preferences

When to create a Fortnox invoice?

• Fulfilled-Based Creation-

  An invoice will be created in e-conomic when the Shopify order status changes to ‘Fulfilled’. This usually means the products have been shipped. Select this option if you want to invoice customers only after their order has been dispatched.

  
  

• When Paid (payment recorded in Shopify)-

  An invoice will be automatically created in Fortnox as soon as the Shopify order is marked as ‘Paid’. This takes place when the payment is successfully processed in Shopify, even if the products are not shipped yet, helping you maintain quicker and more accurate financial records.

  
  

• When Created (order created in Shopify)-

  Perfect for Cash-on-Delivery orders or if you’d like an invoice to be created automatically in Fortnox the moment a new order comes into your Shopify store.

Invoice Types Explained

Draft Invoices

Creates an editable invoice in Fortnox. You'll need to review and manually post it later. Ideal if you often need to make adjustments before finalizing invoices.

Draft Orders

Creates an editable order in Fortnox. You'll need to review and manually post it later. Ideal if you often need to make adjustments before finalizing orders.

Additional Options

Shipping Charges

You can enable sync for shipping charges and select the corresponding charges from the product list. Fortnox doesn’t support direct sync of shipping charges, so you can add it as a product and then select it from the list to reflect the shipping charges of Shopify invoice in Fortnox.

How should invoice data fields be mapped?

Map the necessary fields from Shopify to Fortnox for invoice creation. You can create new fields in Shopify by clicking Create new Shopify field.

Click "Save Mappings" at the end.