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Automatic invoicing for Shopify.
With Rioko, every order paid on Shopify becomes an invoice in your program (InvoiceXpress, Moloni, Vendus or TOConline). You connect the store with us, on a call, using a read-only private app. This guide shows what you need to have and the steps up to the first invoice.
Admin access to the Shopify store and your invoicing program set up.
On a call with us, with a private store app, read-only.
€7.50 + VAT per month or €75 + VAT per year, per integration.
What you need to have
Check these points before the call.
- Admin access to the storeTo create the private app and the store webhooks, at admin.shopify.com.
- The .myshopify.com domainIt is under Definições, Domínios. Even with your own domain, the connection always uses the .myshopify.com one.
- Invoicing program set upInvoiceXpress, Moloni, Vendus or TOConline, connected to the Portuguese tax authority (AT) and with a registered series. Each program has its own guide: InvoiceXpress, Moloni, Vendus and TOConline.
If orders are already invoiced by another app or program, turn that invoicing off before activating this one. The same order would end up with two invoices.
- 1Open Integrações.
- 2Under Plataforma de Pagamento / E-commerce, choose Shopify. Under Plataforma de Faturação, choose your program.
- 3Click Configurar Agora.
Book the connection call
You connect the store with us.
- 1In step 1 of the wizard, click Ver como se faz.
- 2Choose the day and time at calendly.com/pedro-kapta/rioko-support.
- 3Enter the name, the email and the store's address.
Connect the store, on the call
We do these steps with you.
- 1We create a private app in your store, with read-only access to orders and customers.
- 2We fill in the Domínio Shopify and the Admin API Access Token in the wizard.
- 3We create the store webhooks: order creation, update and payment, and refund creation.
- 4We save the Webhook Signing Secret and confirm the installation.
It only reads the orders and receives the store webhooks. It does not change the theme or the checkout.
Connect the invoicing program
The next step of the wizard asks for your program's details.
- InvoiceXpress
- Account name and API key. See the InvoiceXpress guide.
- Moloni
- Authorisation on Moloni's own page. See the Moloni guide.
- Vendus
- API Key. See the Vendus guide.
- TOConline
- API data, with authorisation on TOConline's own page. See the TOConline guide.
Invoice settings
They vary from program to program.
- Series
- The series in your program where the documents are issued. In Vendus, the till.
- Document type
- The document issued for each order.
- Exemption
- The reason used on lines with 0% VAT.
- Finalization
- Whether documents stay as drafts or are issued finalized. Vendus has no drafts.
Activate and test
Check the first document before letting invoicing run on its own.
- 1Activate the integration's subscription (monthly or yearly). A card is required.
- 2In the last step, click Marcar como Ativo (Mark as active).
- 3When the next paid order comes in, open the Dashboard and, under Últimos documentos, see the document's status.
- 4Open the document in your program and check totals, VAT and customer.
Frequently asked questions
Do I need to install anything in the Shopify store?
Only a private store app, with read access, created with us on the setup call. Rioko does not change the theme or the checkout.
When is the Shopify order invoiced?
When Shopify confirms the payment. An order by Multibanco or bank transfer waits until it is paid.
Where does the customer enter the NIF on Shopify?
In Shopify's own NIF box, in a NIF field from a checkout app, in the order note or in the company field of the billing address.
What happens with a refund on Shopify?
In InvoiceXpress, the refund creates the credit note if the invoice is finalized; if it is a draft, you get a notice. In Moloni, Vendus and TOConline, you get a notice to issue it.
Does the Shopify Access Token need to be renewed?
No. Private app tokens do not expire. They only stop working if they are revoked or if the app is uninstalled from the store.
Are orders from before the connection invoiced?
In InvoiceXpress, no: orders from before the start of the connection are left out, so as not to duplicate what you have already issued.
Related guides
InvoiceXpress
Requirements and steps to connect InvoiceXpress to Rioko.
See the guide →Moloni
Requirements and steps to connect Moloni to Rioko.
See the guide →Vendus
Requirements and steps to connect Vendus to Rioko.
See the guide →TOConline
Requirements and steps to connect TOConline to Rioko.
See the guide →Need help?
If you would rather set it up with us, book a call. We configure everything with you, live.
Book a call ↗ calendly.com/pedro-kapta/rioko-support
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