1. CommBilling
  2. CommBilling For Shopify
  3. 1. Getting Started with CommBilling for Shopify

CommBilling Permissions and Access

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When installing a billing app like CommBilling on your Shopify store, certain permissions and access are required to ensure that the app can function properly. These permissions allow the application to handle sensitive tasks, such as generating invoices, managing sales documents, and ensuring compliance with VAT and tax regulations. Below, we explain the necessary permissions and why they are needed.

1. Access to Orders and Customer Information

CommBilling requires access to your store’s orders and customer data in order to generate and manage invoices, refunds, and credit notes. Without this access, it wouldn’t be possible to create accurate billing documents or track customer transactions for tax and compliance purposes.

  • Why It’s Needed: To ensure that every invoice reflects the correct customer information and order details, which is essential for accurate billing and legal compliance.

2. Manage Financial Transactions

Billing apps often need permission to view and manage financial transactions, such as payments and refunds. CommBilling uses this permission to track paid orders, issue refunds, and manage any adjustments to your sales documents.

  • Why It’s Needed: To ensure that all financial transactions are accurately reflected in your billing records, including invoice updates and refunds, and to keep your financial reports up to date.

3. Write Invoices and Credit Notes

CommBilling requires permission to create and store invoices, credit notes, and refund receipts on your behalf. This ensures the app can automate the billing process for your orders, making sure every transaction has the necessary documents.

  • Why It’s Needed: Automating the generation of these documents saves you time and reduces manual errors, helping your store run smoothly and remain compliant with tax regulations.

4. Access to Shopify Settings

In some cases, CommBilling may require access to your Shopify store’s settings, especially those related to taxes, VAT, and business information. This ensures that the app can apply the correct tax rules and formats when generating invoices and reports.

  • Why It’s Needed: To ensure that invoices and other billing documents are compliant with the correct regional tax regulations (such as VAT in the EU), and that the settings align with your business’s legal requirements.

5. Access to Store Data for Reporting

CommBilling also needs access to certain store data to generate sales reports, tax summaries, and compliance documents. This permission allows the app to analyze your store's financial health and generate accurate reports based on real-time data.

  • Why It’s Needed: These reports provide valuable insights into your store’s billing and tax processes, helping you stay on top of legal obligations and financial performance.

6. Data Security and Privacy

It's important to note that CommBilling only requests access to the data it needs to perform billing functions, and all sensitive information is handled securely. CommBilling adheres to Shopify’s strict privacy standards to ensure your data is protected at all times.

 

When you install CommBilling, Shopify will prompt you to review the permissions being requested. We recommend carefully reviewing the list of permissions to understand how the app will interact with your store data. Approving these permissions ensures that CommBilling can automate your billing processes while keeping your store compliant with financial and tax regulations.