TABLE OF CONTENTS

• How to connect the BillingoHU invoicing service in xConnector?
  • Account settings
  • Invoice preferences 

• Other useful invoicing settings 
  • How to configure VAT Settings in Shopify?
  • How to generate the invoice?
  • How to add useful informations on the invoice?
  • How to send the invoice by email?
  • How to automatically mark payments in Shopify and the BillingoHU platform?
  • How to cancel an invoice?
  • How to automatically cancel an invoice for a refused parcel?

How to connect the BillingoHU invoicing service in xConnector?

1. Go to xConnector - Profile - Connected services - Connect a new service - Invoices - Connect an invoice service - select BillingoHU

2. Fill in and Save data in the next tabs:

Account settings

Step 1. Fill in the data

• API Key: Fill in your API Key (provided by a BillingoHU contact person).
• Service name: This is the name that will be displayed in xConnector. You can rename it as desired.
• Enable service: Select ON to activate the service in xConnector.

Step 2. Test connection

• Click on Test connection to connect xConnector the BillingoHU API.

Step 3. Save the data

• Click on Save to store all the data

Invoice preferences 

Step 1. Fill in the data

• Block: Select your user
• Bank account: Select your bank account
• Due days: Fill in the payment due days for the invoice
• Measure unit: Fill in your products measure unit
• Force VAT Tax percentage:  Choose Yes if you need to override the Shopify tax information and use the selected VAT rate
• Force VAT included: Select if your override is vat is included or not 
• VAT TAX percentage: Fill in the VAT percentage you wish to use for the override.
• Shipment service name: Fill in the name of the delivery service to be displayed on the invoice.
• Shipment product code: Fill in a product code (SKU) for the shipment. The same as defined in BillingoHu platform
• Invoice description: Add a text that you wish to include on the invoice 
• Electronic invoice: Check On if you need an Electronic invoice. Check Off if you don't need the electronic invoice. 
• Send product description: Check On to include the variant title in the product description on the invoice.
• Send product code: Check On to include the product code on the invoice.

Step 2. Save the data

• Click on Save to store all the data

Other useful invoicing settings 

• How to configure VAT Settings in Shopify?

https://xconnector.freshdesk.com/support/solutions/articles/103000017426-configure-the-vat-payer-settings

• How to generate the invoice?

https://xconnector.freshdesk.com/support/solutions/articles/103000055072-create-invoices

• How to add useful informations on the invoice?

Go to xConnector - Profile - Preferences - Content helpers - Add order name to invoice description

Go to xConnector - Profile - Preferences - Content helpers - Add payment method to invoice description

• How to send the invoice by email?

https://xconnector.freshdesk.com/support/solutions/articles/103000015994-send-automatically-the-invoice-on-the-e-mail

• How to automatically mark payments in Shopify and the BillingoHU platform?

https://xconnector.freshdesk.com/support/solutions/articles/103000015871-import-cash-confirmation-files

• How to cancel an invoice?

https://xconnector.freshdesk.com/support/solutions/articles/103000212672-cancel-an-invoice

Please note that for BillingoHU, invoice reversal is not implemented—only cancellation is available.

https://xconnector.freshdesk.com/support/solutions/articles/103000282361-rejected-parcels-cancel-the-order-and-the-invoice

Feel free to contact us if you need any further information:

Chat: click on the blue chat icon (bottom-right)

E-mail: support@xconnector.app

Phone: +4 0373 747 991