Settings

This section provides a summary of the settings that are offered within our app.

Conseil

We recommend that you explore settings directly within our app in Shopify as they are more clearly laid out and provide the same level of details there.

Shopify settings

Setting name	Default value	Description
Taxes included in total	Based on Shopify settings	Whether taxes are already included in total or not (should match your tax configuration in Shopify Settings > Taxes and duties > Include tax in prices

Invoices settings

Setting name	Default value	Description
Title format	Shopify #{shopify_order_number}	Title given to your invoices in Bexio. Available fields: {shopify_order_id}, {shopify_order_number}
Invoice header text		Text added in each invoice's header
Payment information to append to header text		When an order is paid by credit card, you can append payment information to the invoice's header text. Available fields: {card_issuer_company}, {card_number_last_digits}, {card_owner_name}, {card_cvv}, {card_expiration_month}, {card_expiration_year}
Invoice footer text		Text added in each invoice's footer
Invoice line item format	{shopify_default_product_name}	Format of each line item. Available fields: {shopify_default_product_name}, {shopify_product_title}, {shopify_variant_title}, {shopify_sku}, {bexio_product_title}, {bexio_product_description}, {bexio_sku}
Add HS Code in line items	Disabled	If the product has an HS Code defined in Shopify, add it to the product line in the Bexio invoice
Invoice shipping line text	Shipping ({shipping_line_title})	If shipping fees are applied, they will appear with this text on the invoice
Invoices language	Based on Shopify settings	Language in which your invoices will be created
Auto match invoices language	False	If enabled, we will try to match the customer's language with bexio to create an invoice in their language. Otherwise, the default language selected above will be used.

Automation / sync settings

Setting name	Default value	Description
Synchronize orders	Enabled	If enabled, new orders placed on the store will be synced to bexio automatically
Synchronize POS orders	Enabled	If enabled and if applicable, POS (Point Of Sale) orders will be synced as well
Default contact for orders without customer		When an order has no customer, assigns it a default "Walk-in" customer in bexio (an order cannot be created without customer in bexio). Especially useful for POS.
Synchronize payments (Shopify → Bexio)	Enabled	When an order is paid in Shopify, create the payment in bexio and mark the corresponding invoice as paid
Synchronize payments (Bexio → Shopify)	Disabled	When an invoice is marked as paid in bexio and linked to a Shopify order, marks the corresponding order as paid in Shopify. Note: this sync is not real-time, it is performed every night at 3am.
Automatically email invoices to customers	Disabled	When an order has been paid, send bexio's invoice to the customer
Automatically email invoices to the following email address(es)		When an order has been paid, send bexio's invoice to this/these email address(es) (one per line) Invoices can be sent automatically both to your customer and to these fixed email addresses
Invoice email default subject	Invoice for your order {order_name}	This subject will be used as default when a bexio invoice is sent by email
Invoice email default message	Hello, Please find your invoice attached and at the following link: [Network Link] Kind regards	This message will be used as default when a Bexio invoice is sent by email Important: "[Network Link]" will be replaced with the link to your invoice and must be in your message

Advanced orders sync settings

Setting name	Default value	Description
Auto sync orders only for the following payment method(s)		Leave empty to auto sync all orders. Otherwise, ONLY orders paid with any of the specified methods will be synchronized (one method per line, without quotes). Payment method examples: "shopify_payments", "twint", "bank deposit", "paypal", etc. and other custom payment methods.

Bexio settings

Setting name	Default value	Description
Bexio account (Login with bexio)	Your bexio account	Bexio account to which orders, products and others will be synced from your Shopify store
Default user	Any "superadmin"	Resources (orders, invoices, products) created in bexio will be attributed to this user
Default currency	Based on Shopify and bexio settings	Currency to use in bexio for products snchronization (should match your shop currency). If orders can be placed in other currencies in Shopify, bexio invoices will automatically be created in these currencies.
Default products tax	Based on bexio settings (UN81 tax) if found	When an order is created in Shopify with products not found in bexio, this default tax is applied. This applies as well for products created in Shopify and synchronized to bexio. Note: all invoices generated for orders billed outside Switzerland will automatically be tax-exempt.
Default tax for exports and tax-exempt customers	Based on bexio settings (UEX tax) if found	All invoices generated for orders billed outside Switzerland or for tax-exempt customers will use this tax rate. UEX should be selected from the list.
Products/merchandise income account	Based on bexio settings (account 3201) if found	Bookkeeping account that will be used for products/merchandise income (i.e. Shopify products that require shipping)
Services income account	Based on bexio settings (account 3401) if found	Bookkeeping account that will be used for services income (i.e. Shopify products that don't require shipping)
Shipping income account	Based on bexio settings (account 3207) if found	Bookkeeping account that will be used for shipping income
Default contacts group		Contacts created in Bexio will be linked to this group
Default bank/cash account for payments	Based on bexio settings ("Shopify" account) if found	Default bexio bank/cash account in which payments will be added

Advanced payments settings

Setting name	Default value	Description
Custom Shopify payment methods to bexio accounts bindings	Disabled	If enabled, Shopify payment methods can be bound to different bexio accounts. If a payment method does not match any in the list below, the payment will be attributed to the default bexio account set. Payment method examples: "shopify_payments", "twint", "bank deposit", "paypal", etc. and other custom payment methods.
Custom VAT rates mappings	Disabled	By default, applicable VAT rates are determined by bexio products synced with our app, otherwise with the 'Default products tax' chosen above. When this option is enabled, a custom mapping is used instead. Warning: if VAT rates are edited or created, this mapping should be adjusted accordingly.