Shop orders become invoices in your accounting tool
Each paid order in your shop creates its invoice in your accounting tool, with nobody copying numbers across.
For online shops that issue invoices by hand
From $490 per project
Typical timelineUsually within days of the confirmed scope
Start a sheet from itThe part this sheet is for: Automation workflowWhat this template does
Copying orders into the accounting tool is the job everybody in a small shop hates. Each paid order in Shopify, WooCommerce or BaseLinker creates the matching invoice in your accounting program, with the customer, items, tax and payment, ready for your bookkeeper.
Prefilled for you
- The brief it fills in
When an order is paid in our shop, create the matching invoice in our accounting tool with the customer, items, tax and payment method.
- Systems it connects
- Shopify, WooCommerce or BaseLinker
- Fakturownia, wFirma or inFakt
- QuickBooks or Xero
- Kind of job
- Automations - Online shops
What you get
- One integration built, tested and running on your own accounts
- The steps written down, so both sides know exactly what runs
- Checked by a person before it is handed over
- Changes until you approve it
What you provide
- Your shop platform, with access
- Your accounting tool, with access
- How you invoice today: every order, or on request
Questions about this template
- What does it cost?This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
- How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
- My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.
Ready to run this recipe?
The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.