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