If you want to fully automate the document generation process, these three flows take care of everything — shipping labels and invoices are processed without any manual action.

• Flow for generating the shipping label for home delivery

• Flow for generating the shipping label for locker delivery

• Flow for generating the invoice

• The flows intended for generating shipping labels are designed to work together when handling both home and locker deliveries.

•  If you do not offer locker delivery, you can simply import and activate only the flow that generates shipping labels for home delivery.

• The flow used for invoice generation can be implemented independently from the shipping label flows.

1. Shipping Label Automation

Step 1: xConnector settings

xConnector > Profile > Preferences > Automation > Select your default courier

Example:

• Select and save your default shipping connector
• Do not check the option to create the shipping label (this will be handled automatically via the flow)

Step 2: Shopify settings 

Find attached the two flows or download them here (click on the links below):

• Flow for generating the shipping label for home delivery
• Flow for generating the shipping label for locker delivery

Shopify > Flows > Import > Select the attached files, import and activate them.

Step 3:  Flow for generating the shipping label for home delivery

Edit the flow and at Check if section modify the text 'EasyBox' with a text contained in your own locker delivery method name from Shopify > Settings > Shipping and delivery.

If you don't use locker delivery than  don't change anything - the flow will run for the home delivery by default.

Flow explanation:
If the shipping line does not include "[insert your locker delivery method name here]", wait 3 minutes and then generate a shipping label for home delivery.

Step 4: Flow for generating the shipping label for locker delivery

• No modification is needed.
• ✅ Make sure you are using the xConnector locker map and not any other.
  

Flow explanation:
If a locker is selected, wait 5 minutes, then generate a shipping label for locker delivery.

Test the flows:

• Place a test order with home delivery
• Place a test order with locker delivery

Then check if the flows executed correctly by opening and verifying the generated shipping labels.

2. Invoice automation

Flow for generating the invoice - Find attached the flow that automatically generates the invoice.
Or download it here (click on the link below):
Flow for generating the invoice

Step 1: xConnector settings

xConnector > Profile > Preferences > Automation > Default billing connector > Select your default invoice connector

Example: 

• Select and save your default billing connector
• Do not check the option to create the invoice label (this will be handled automatically via the flow)

If you want to enable company data lookup for B2B invoicing, activate the following settings to ensure invoices are generated automatically for B2B customers as well.

• xConnector > Profile > Preferences > Content helpers > Search for company details
• xConnector > Profile > Preferences > Default values > Use the billing address for invoice
• xConnector > Profile > Preferences > Default values > Don't create invoice if company not found

Step 2: Shopify settings

Import and activate the attached flow that generates the invoice when an order is placed.

Flow explanation:
The order is placed, wait 3 minutes and than generate the invoice.

⚠️ When generating the documents by flows it is important that the invoice is generated before the shipping label.

By default, in the flows, the invoice is generated 3 minutes after order placement, and the shipping label 5 minutes after. This helps include the invoice download link in the Shipping confirmation email sent by Shopify immediately after the shipping label is generated. If an invoice has already been issued at that moment, it will be automatically included in the email. 

You may adjust the waiting times, but ensure the invoice comes first, so it can be included in the Shipping confirmation email.

Test the flow

• Place a test order 

Then check if the flow executed correctly by opening and verifying the generated invoice.

3. Other Useful Invoice-Related Features

Automatically send the invoice by email (optional) 

Check here the settings for ->  How to send invoice automatically via email

Where the invoice is saved in Shopify (just for your info) 

Go to Shopify > Click on Order Number > Additional details

Display the invoice link in the Customer Account (optional) 

Script to display invoice download link:

{% if order.metafields.external.invoices != nil %}
  <p>One or more invoices available</p>
  <ul>
  {% assign invoices = order.metafields.external.invoices | parse_json %}
  {% for invoice in invoices %}
    <li><a href="{{ invoice.link }}">Invoice serial {{ invoice.serial }}, number {{ invoice.number }} </a></li>
  {% endfor %}
  </ul>
{% else %}
  {% for attribute in order.attributes %}
  {% if attribute.first == 'xconnector-invoice-short-url' %}
    <p>Download your <a href="{{ attribute.last }}">invoice</a> .</p>
  {% endif %}
  {% endfor %}
{% endif %}

Display the invoice in the customer account (optional) 

Shopify > Sales Channels > Themes > Edit Code > Templates > customer/account.liquid

• Add a new column (e.g., “Invoice”)
• Insert the script above in that column

Result: 

The customer account includes also the invoice

If you have any questions or need help implementing these steps, feel free to reach out.

This feature is available for the Advanced plan

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