InvoiceQuickly + Shopify: Automatic Invoices for Every Order
Shopify handles your storefront, but its built-in invoicing is basic. InvoiceQuickly integration automatically generates professional, tax-compliant invoices for every Shopify order — with your branding, proper tax calculations, and all the fields B2B buyers need.
How It Works
Install the InvoiceQuickly Shopify app
Add InvoiceQuickly from the Shopify App Store and authorize the connection.
Configure invoice rules
Set which orders trigger invoices — all orders, B2B only, over a certain amount, or specific product categories.
Automatic invoice generation
When an order is placed, InvoiceQuickly generates a branded, tax-compliant invoice and attaches it to the order.
Deliver and track
Invoices are automatically emailed to customers and tracked in your InvoiceQuickly dashboard.
Key Benefits
- Automatic invoice generation for every qualifying Shopify order
- Professional branded invoices with your logo, colors, and tax details
- B2B-ready with VAT numbers, PO references, and proper tax breakdowns
- Sync customer data, line items, discounts, shipping, and tax automatically
- Compliant invoicing for EU VAT, UK VAT, GST, and sales tax jurisdictions
Best For
- Shopify stores selling B2B where customers require proper tax invoices
- EU/UK e-commerce businesses needing VAT-compliant invoices for every sale
- Wholesale Shopify stores with recurring B2B customers who need invoice records
Setting it up
Setup takes 5-15 minutes depending on whether you have an existing Shopify account. Prerequisites: active Shopify account with admin access, your InvoiceQuickly workspace, and the relevant API permissions or OAuth authorization. From Settings → Integrations → Shopify, follow the connection flow (OAuth for most, API key for some specialized tools). The integration syncs bidirectionally where supported — invoice creation in one system reflects in the other. Initial setup includes mapping data fields between systems (customers, products, payment methods, tax codes).
Best practices
Define one source of truth for customer data
When you connect Shopify, decide which system owns customer records. Most teams keep their primary CRM/ERP as the source of truth and let invoices sync into it. This prevents duplicate customer creation and reconciliation issues.
Test with a small batch before production rollout
Before syncing all historical data or going live for daily operations, test with 5-10 invoices to verify field mapping, tax handling, and payment workflow. Adjust configuration based on test results.
Reconcile sync status weekly
Network failures, OAuth expirations, and edge cases occasionally cause sync gaps. A weekly reconciliation (compare invoice counts in both systems) catches issues early before they accumulate.
Document the integration scope for your team
Write a brief internal doc (one page) covering: which workflows use the Shopify integration, who owns reconciliation, what to do when sync fails. Reduces support overhead as the team grows.
Common issues
Sync stops after working initially
Most common cause: OAuth token expired (typically 60-100 days depending on the Shopify platform). Reconnect via Settings → Integrations → Shopify. Set a reminder to refresh authorization every 60 days for critical integrations.
Field mapping creates duplicate or missing data
During initial setup, the field mapping between Shopify and InvoiceQuickly may not catch every edge case. Adjust mapping in Settings → Integrations → Shopify → Field Mapping. Re-sync affected records after fixing.
Rate-limit errors during high-volume operations
Shopify APIs typically allow 100-1000 calls per minute. Bulk operations (importing all customers, syncing 1000+ historical invoices) can hit rate limits. InvoiceQuickly handles backoff automatically; if you see persistent errors, retry during off-peak hours.
Last verified: April 2026
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Calculate Your SavingsFrequently Asked Questions
Does Shopify already create invoices?
Shopify creates basic order confirmations and receipts, but these often lack the detail required for B2B invoicing, VAT compliance, or proper accounting records. InvoiceQuickly generates full commercial invoices.
Can I customize which orders get invoices?
Yes. You can set rules based on order type (B2B vs B2C), amount, product category, or customer tag.
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