Frequently Asked Questions

MoneybirdSync is a Shopify app that automatically creates invoices in Moneybird for every Shopify order. You connect your Shopify store to Moneybird once, and orders are then automatically synchronized as sales invoices – completely without manual work.

When a customer places an order in your Shopify store, MoneybirdSync detects this via a webhook. The app:

• Finds the contact by email address in Moneybird (or creates a new contact)
• Creates a sales invoice with all order details
• Optionally automatically sends the invoice and registers the payment

MoneybirdSync is suitable for every Shopify store owner who uses Moneybird for bookkeeping. Whether you process 10 or 1000 orders per month, MoneybirdSync saves you hours of manual bookkeeping.

You need:

• An active Shopify store
• A Moneybird account (paid subscription for API access)
• A Moneybird API token (free to create in your Moneybird profile)

For every new Shopify order, MoneybirdSync automatically creates a sales invoice in Moneybird. The invoice contains:

• All ordered products with description and price
• VAT amounts per rate
• Shipping costs
• Any discounts
• Customer details and billing address

Yes. When a refund or return occurs in Shopify, MoneybirdSync automatically creates a credit invoice in Moneybird. This works for:

• Full refunds
• Partial refunds
• Cancelled orders

Yes, you can always manually start a synchronization for specific orders from the MoneybirdSync dashboard. This is useful if you want to process a missed order or correct an error.

This depends on your subscription:

• Professional: Within 5 minutes after the order
• Basic: Within 30 minutes after the order
• Free: Manual sync or via real-time webhooks

Log in to Moneybird and go to your profile page (click your name in the top right). Click 'API tokens' and create a new personal API token. Give it a recognizable name like "MoneybirdSync". Use this token in MoneybirdSync to connect.

MoneybirdSync syncs to one Moneybird administration per Shopify store. If you have multiple administrations in Moneybird, you can choose which one to use during installation.

MoneybirdSync needs access to your Moneybird administration via your API token. The token needs write access to: contacts, sales invoices, and payments. Read access is needed for: invoice templates, VAT rates, and ledger accounts.

Yes, you can set which invoice template from Moneybird to use for automatically created invoices. This way you maintain your brand identity on all invoices.

MoneybirdSync uses the VAT amounts as calculated in Shopify. You can set a separate ledger account in Moneybird for each VAT rate (e.g., 21%, 9%, 0%). You can also set a default VAT rate for cases where Shopify doesn't send VAT information.

Yes, in MoneybirdSync's invoice settings you can configure:

• Auto-send: Invoices are sent directly to the customer via Moneybird
• Auto-mark as paid: Invoices are immediately registered as paid (since customers pay at checkout via Shopify)

With invoice rules (Professional plan) you can apply different invoice settings based on Shopify order tags or sales channel. Examples:

• B2B orders (tag: "b2b") → different ledger account and VAT rate
• Wholesale orders → different invoice template
• Specific sales channel → separate administration

• Free (€0/month): 10 invoices/month, manual sync
• Basic (€5/month): 100 invoices/month, auto-sync every 30 minutes, automatic invoice creation
• Professional (€20/month): Unlimited invoices, auto-sync every 5 minutes, invoice rules per tag, priority support

Yes! You can try MoneybirdSync free for 30 days with all Professional plan features. No credit card required. After 30 days, choose which plan suits you, or revert to the free plan.

Yes, you can cancel your subscription at any time. There are no contracts or notice periods. After cancellation, you automatically revert to the free plan (10 invoices/month).

You can upgrade at any time from the MoneybirdSync dashboard. Contact us via WhatsApp or email, and we'll arrange the upgrade for you. Payment is handled via Shopify App Store billing.

In the sync history in MoneybirdSync you can see which orders have been processed and which errors occurred. You can manually retry a failed order. MoneybirdSync also sends a notification when errors occur.

Yes, MoneybirdSync works with all Shopify plans: Basic Shopify, Shopify, Advanced Shopify and Shopify Plus. The app works independently of your Shopify theme and has no effect on your store.

Yes. Your Moneybird API token and Shopify credentials are stored encrypted. MoneybirdSync requires minimal access and only stores the data needed for synchronization. We comply with GDPR.

Installing MoneybirdSync takes about 10-15 minutes. After installation, you enter your Moneybird API token, configure your invoice settings, and synchronization starts automatically with the next order.