Connect your Shopify webshop with FIRA so that offers or invoicescan be automatically generated when an order arrives or when you mark an order as complete in Shopify.
Watch our video tutorial on how to connect Shopify with FIRA.
FIRA webshop settings
1. General settings
You can find your webshop domain in Shopify "Settings" under "Domains". There are often multiple different domains — copy the one that ends with .myshopify.com, without the "https://" at the beginning.
The secret key is visible when setting up the webhook in Shopify. The option to add a webhook is accessible in "Settings", > "Notifications".
If you want to take over the product description from Shopify, along with the product name, check the option "Include product description in webshop invoices". Keep in mind that in some cases the description may also include unreadable meta data. If you notice this during testing, please deactivate this option again.
Watch our video tutorial for setting up webhooks.
2. Invoice number settings
Webshop offers are in FIRA generated exclusively with a consecutive number. If the last offer is, for example, number 43, the next one generated based on the webshop order will be number 44.
You can define the number format of your invoices yourself, you can specify the business premises and payment device separately for webshop invoices. The invoice or fiscal invoice will be generated according to that format.
Note: Fiscal invoices can only be created if your fiscal certificate has been uploaded under settings — Fiscalization — and all the necessary information has been filled in.
3. Payment method settings
Set up Shopify webhooks for 2 events:
1. order creation - when the customer places an order and
2. order fulfillment: when you change the order status to "fullfilled".
For each event, define which document (invoice or offer) you want FIRA to generate, depending on the method of payment for that order.
Specify whether the generated document is sent directly to the customer's e-mail and whether you want the QR code for quick payment to be on offers and invoices.
Example: Your webshop offers payment methods: PayPal, bank transfer and card payment (example as under 3.).
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If the customer pays by card, you want a fiscal invoice to be generated immediately at 1. Order creation → add "Card" to the matrix for Order creation and Fiscal invoice (Card).
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If the customer pays with PayPal, you want an invoice to be generated immediately at 1. Order creation → add "PayPal" to the matrix at Order creation and Invoice.
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If the customer pays by bank transfer, you want an offer to be generated with a QR code for quick payment at 1. Order creation and automatically to be sent to the customer by e-mail → add "Bank deposit" to the matrix for Order creation and Offer.
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After payment to the your bank account, you want the invoice to be generated at 2. Order fulfillment → add "Bank deposit" to the matrix at Order fulfillment and Invoice.
Important notes
Payment method
There are various payment methods (Stripe, CorvusPay, etc.) that can be integrated into Shopify. If an order appears with a payment method that you have not mapped in advance (3. payment method settings), FIRA will automatically generate an offer and inform you that a new payment method has been recognized.
It is then necessary to map that payment method — e.g. "Stripe" can be added to 1. Order creation → Fiscal invoice (Card), so that FIRA can generate a fiscal invoice for the next order.
Testing
Before activating the integration, it’s essential to ensure that your invoices and offers are being generated correctly.
During testing, we recommend enabling only the generation of offers. This helps to avoid the need to cancel invoices during the test phase.
The FIRA Shopify integration works seamlessly with standard settings and no additional plugins. While it has been successfully tested with a number of plugins, full compatibility with every combination cannot be guaranteed.
Plugins
There are various plugins that can be additionally installed in Shopify. Plugins can affect products, prices, or discounts, and unfortunately can change the standard data set that Shopify sends via webhook to FIRA. This may result in an offer or invoice not being generated correctly or at not all in FIRA.
That is why it is extremely important to thoroughly test the initial integration, as well as any change, especially after adding a new plugin.
Gross and net price of the product
FIRA calculates the product price and the total price based on the net principle. VAT is added to the total net price of the product (VAT basis) to get the total gross price. Webshops usually work on a gross basis and send gross prices, including VAT, via a webhook.
In order to correctly convert such a gross price into a net price, it is necessary to use three decimal places of the product's net price. Otherwise there is a possibility of a price difference due to rounding.
VAT and without VAT
If you have selected that your business entity is in the VAT system in FIRA, it is important that the price of your products in Shopify also includes VAT. That can be determined in "Settings" > "Taxes and duties" > "Include sales tax in product price and shipping rate".
If your business entity is not in VAT, Shopify prices must be VAT exclusive.
Delivery and discount
The shipping cost or discounts on a specific product or total order are shown in a FIRA invoice as a separate item.
Please note that if you are in the VAT system, the delivery price must also include VAT, otherwise it will be displayed on the offer or invoice with 0% VAT.
