inFakt IntegrationBY NETKODO · FOR SHOPIFY

Detailed Product GuideTurn Shopify orders into inFakt documents on your terms.

inFakt Integration connects your Shopify store with inFakt and automates document creation around the way your business works. Choose the document types, customer rules and order events that fit your process, then manage the results from Shopify.

Start with setup

Overview

One workflow for orders, accounting documents and follow-up.

The app brings Shopify order and buyer information into inFakt, then applies the rules you configure. It supports a mixed B2B and B2C workflow, multiple document types, payment updates and day-to-day document management.

Where you work

Inside Shopify

Configure the integration and review generated documents in the embedded app. Use Shopify admin actions when an order needs manual attention.

When it runs

At your chosen event

Choose an order-created, unpaid-order-created, paid or completed trigger for each customer group and document type.

Where documents live

In inFakt

Documents are created in your connected inFakt account and remain accessible from the Shopify integration.

The complete journey

How an order moves through the integration.

The flow stays close to the work your team already does in Shopify.

  1. Install app
  2. Connect inFakt
  3. Choose rules
  4. Shopify order event
  5. Review document

Configuration

Connect once, then define your document workflow.

The setup sequence is designed around merchant decisions rather than technical configuration.

01 · CONNECT

Link your inFakt account

Enter your inFakt API token in the embedded Shopify app and validate the connection.

Link your inFakt account.

02 · SET TRIGGERS

Choose when documents are created

Configure automation separately for personal and company orders, and select a trigger for each available document type.

Configure automation for orders

03 · SET DOCUMENT DETAILS

Match the output to your process

Configure quantity units, numbering, order comments, cancellation handling, NIP collection and optional OSS forwarding.

Set document details.

04 · REVIEW

Manage issued documents

Browse standard and OSS documents, check statuses, download PDFs or resend document emails from the app.

Automatic processing

Set the trigger to match your order lifecycle.

Each document type can have its own trigger. The app keeps separate trigger settings for personal and company orders, so mixed sales do not need to follow a single rule.

TriggerWhen it runsTypical fit
Any order createdWhen a Shopify order is created.When the order itself is enough to begin the document workflow.
Unpaid order createdWhen an order is created and is unpaid.When you want a document for the initial unpaid state.
Order paidWhen Shopify records payment.When payment confirmation is your accounting milestone.
Order completedWhen the order reaches completed status.When your workflow waits for fulfillment to finish.
NeverNo automatic document creation for that rule.When you want to handle that document type manually.

Company and personal orders

Give B2B and B2C orders their own paths.

The app uses buyer tax information to distinguish company orders from personal orders and applies the corresponding trigger settings.

Collect invoice intent and NIP

A Checkout UI extension can capture the customer’s invoice request and tax number. NIP information may also be extracted from order data such as checkout attributes or address fields.

Choose document rules by group

Set different document types and trigger timings for company and personal orders. For example, a store can use a company invoice workflow and a separate consumer workflow.

Control customer email

For each configured trigger, choose whether the created document should be sent to the customer automatically.

Document details

Carry useful order information into inFakt.

The integration prepares the document using the Shopify order and your saved preferences, reducing repeated entry across the two systems.

Supported document types

Configure automation for invoices, pro forma invoices, bills and receipts. Trigger settings can be managed independently for each type and customer group.

Order and buyer data

Relevant buyer details, NIP, products, quantities, shipping lines, discounts, currency and payment information are included in the document workflow.

Document preferences

Set a quantity unit, numbering template and order comment. Merge tags can make comments or numbering reflect order data.

Cancellation behaviour

Choose how the integration should handle a Shopify order cancellation when a related document has already been created.

EU order handling

Forward eligible orders into an OSS workflow.

If your business uses OSS for relevant EU sales, the app includes an option to forward eligible orders to the OSS flow in inFakt.

Enable OSS forwarding in settings

Use the document configuration to turn on OSS forwarding for the integration.

Review standard and OSS documents

The invoice workspace separates standard documents from OSS documents so teams can find the relevant record more easily.

Keep the order workflow in Shopify

The order remains the operational starting point in Shopify while the document is created and managed in the connected inFakt account.

Shopify Admin actions

Keep manual handling available for exceptions.

Automation handles routine orders. When a particular order needs attention, staff can use the Shopify admin actions and embedded invoice workspace.

Order action

Create a document

Manually generate a document for a selected order when it falls outside your automatic rules or needs a one-off action.

Order action

Check document availability

View the available invoice link for an order from its Shopify admin context.

Embedded workspace

Manage issued documents

Browse documents, review status, download PDFs and resend customer emails from the app.

A practical workflow

Bring the pieces together in a few steps.

01 · CONNECT

Validate the inFakt token

Make sure the integration can communicate with the intended inFakt account.

02 · DECIDE

Map customer groups to documents

Choose the document type and timing needed for company and personal orders.

03 · CONFIGURE

Set details and follow-up

Review numbering, comments, units, cancellation handling, email delivery and OSS forwarding.

04 · REVIEW

Check documents in context

Use Shopify orders and the embedded document list to handle routine work and exceptions.

FAQ

Questions about inFakt Integration.

Which document types can I configure?

Invoices, pro forma invoices, bills and receipts. Each can have its own trigger settings for company and personal orders.

When can the app create a document?

Available trigger choices include any order created, an unpaid order created, an order paid, an order completed, or never for manual handling.

Can I use different rules for B2B and B2C?

Yes. The app maintains separate trigger settings for company and personal orders and uses buyer tax information to distinguish the groups.

Can customers receive documents by email?

Yes. Automatic sending can be enabled for the relevant document trigger. Staff can also resend document emails from the embedded invoice workspace.

Does the app support NIP and OSS?

The Checkout UI extension can collect invoice intent and NIP information. An OSS forwarding option is available for eligible EU order workflows.

Can I manage an order manually?

Yes. Shopify admin actions support manual document generation and invoice-link lookup. The app also provides document status, PDF download and email resend controls.

Ready to streamline invoicing?

Keep invoice work close to your Shopify orders.

Install inFakt Integration and configure the document workflow that fits your store.

Install inFakt Integration