How CommBilling integrates with Shopify

Integrating CommBilling with your Shopify store is a simple process that allows you to automate your billing, VAT compliance, and invoice and credit note management. Below is a step-by-step guide on how to integrate CommBilling with Shopify and get it up and running smoothly.

Step 1: Install CommBilling from the Shopify App Store

To integrate CommBilling with Shopify, follow these steps:

1. Go to the Shopify App Store: Search for "CommBilling" in the Shopify App Store.
2. Add the App: Click on "Add App" to start the installation process.
3. Authorize the App: Once you confirm the installation, Shopify will prompt you to authorize CommBilling. Click on "Install " to proceed.

Step 2: Configure Your Billing Settings

Once CommBilling is installed, configure your billing and tax settings:

1. VAT Settings: In the settings tab, sub tab general, enter your company VAT. CommBilling will automatically calculates and applies VAT based on your customer’s location, ensuring compliance with EU regulations.
2. Customize Invoice and Credit Note Templates: Personalize your invoice and credit note templates with your branding. You can upload your logo, choose a layout, and adjust the content to match your business’s look and feel.
3. Set Email Notifications: Enable automated email notifications to ensure that invoices and credit notes are automatically sent to customers when an order is completed.

Find here more details on how to set up CommBilling.

Step 3: Automate Billing Processes

CommBilling automates billing processes to streamline your Shopify store’s financial management:

• Automated Invoice Generation: For every Shopify order, an invoice is automatically generated and sent to the customer.
• Automated Refund and Credit Notes: If a customer requests a refund or an adjustment is needed, CommBilling automatically generates the corresponding credit notes, simplifying refund management.

Step 4: Real-Time Data Sync

Once integrated, CommBilling ensures real-time data synchronization between Shopify and the CommBilling platform:

• Order and Refund Sync: Every time an order and refund is placed in your Shopify store, the details, customer information, and payment statuses are automatically synced with CommBilling.
• Invoice Generation: For each order, CommBilling automatically generates an invoice based on your customized template, ensuring timely and accurate invoicing.
• VAT Compliance: The platform handles all VAT validation and calculation, ensuring your invoices comply with EU tax regulations without the need for manual intervention.

Find here more details on how to synchronize data between Shopify and CommBilling.

Step 5: Manage Orders and Invoices Through the CommBilling Dashboard

The CommBilling dashboard provides a central location to manage all your billing and invoicing:

• Track Orders and Payments: Easily manage and track customer orders, payment statuses, and overdue invoices.
• Customer Data Sync: Ensure customer information such as billing addresses and VAT numbers are up-to-date and accurate through the automatic sync with your Shopify store.

Step 6: Access Detailed Reports and Export Data

CommBilling integrates seamlessly with Shopify’s data to provide comprehensive financial reports:

• Reporting: Access sales, invoicing, and tax reports to track your store’s financial health.
• Export Options: Easily export reports in CSV, PDF, or XML formats to integrate with your accounting software or for further analysis.

Step 7: Test the Integration

Before fully launching the integration, it’s important to test it:

1. Place a Test Order: Create a test order in your Shopify store.
2. Check Invoices: Ensure the invoice is automatically generated and sent to the customer.
3. Verify Sync: Confirm that the customer details, order information, and payment status are correctly reflected in CommBilling.

Step 9: Go Live

Once you’re satisfied with the integration tests, you’re ready to go live. CommBilling will automatically handle your Shopify store’s invoicing, billing, and tax compliance, allowing you to focus on growing your business.

Integrating CommBilling with Shopify takes only a few simple steps, enabling you to automate key billing processes such as invoice generation, VAT compliance, and credit note management. With seamless data synchronization between your Shopify store and CommBilling, you’ll have an efficient, hassle-free billing system in place.