Select the Invoice Connector for Automatic Invoicing via Shopify Flow

Modified on Fri, 13 Mar at 11:14 PM

Select the Invoice Connector for Automatic Invoicing via Shopify Flow

Description:

We have implemented the option to specify which invoicing connector should be used when generating invoices automatically via Shopify Flow.

In xConnector, connect two different invoicing connectors using the same credentials but configure each with a different invoice series.

Alternatively, you can connect two different invoicing services, each having its own unique Connector ID.

The Connector ID is displayed in the service configuration screen, under the Account Settings tab.

This ID is unique for each connector.

In Shopify Flow, define the desired conditions and, in the Create Invoice action, add the Connector ID corresponding to the connector you want to use.

Example:

For each automatic invoice creation action, the desired Connector ID must be specified.

We recommend adding a waiting time before the action (minimum 2 minutes) to ensure the order data is fully processed.

Recommendation: Always set a waiting time before generating documents, so the order data has time to update first.

Important settings before enabling invoice generation via Shopify Flow:

When defining a Flow where the Connector ID is specified for each Create Invoice action, make sure that in xConnector → Profile → Preferences → Automation → Default Billing Connector no default connector is selected and no other automatic invoice generation condition is configured.

This ensures that invoices are generated only through the Flow actions and prevents duplicate or unintended invoice creation.

Other important settings before configuring invoice generation via Flow:

Verify that the invoicing connectors are correctly configured and active. First, test it by manually generating an invoice to ensure that the connector is active and the invoice is correctly issued.
Confirm that each connector uses the correct invoice series.
Ensure the Connector ID used in Flow matches the ID shown in xConnector (Account Settings).
Add a waiting time (recommended: minimum 2 minutes) before the Create Invoice action to allow order data to be fully processed.

xConnector > Profile > Preferences > Shipping&Invoicing: enable Include shipping in COD
xConnector > Profile > Preferences > Shipping&Invoicing: enable Include shipping in invoice

B2B Invoicing

If you have activated—or want to activate—the company details lookup feature for billing (B2B - using the company billing details for the invoice), configure the following settings:

xConnector > Profile > Preferences > Shipping&Invoicing: enable Search for company details
xConnector > Profile > Preferences > Shipping&Invoicing > Address use for invoice = Billing address
xConnector > Profile > Preferences > Shipping&Invoicing > check the option Don't create invoice if company not found

Always test your flows by placing test orders. Verify that the flow is configured correctly and that documents are generated as expected.

Even if you do not want automatic invoice generation via Flow, you can connect as many invoicing connectors as needed (for different series, different companies, or different invoicing services) and select the desired connector when generating documents.