Invoices & documents

Automatic invoices, cancellations & credit notes for Shopify

The moment Shopify reports an order as paid, Easy Invoices creates the invoice, attaches it to the customer email and files it tamper-proof. If the order changes, the matching correction document follows – automatically.

  • Triggered by payment – including bank transfer
  • Cancellation and credit note referencing the original invoice
  • Gap-free numbering with a separate sequence for credit notes
Flow: a paid Shopify order becomes an invoice, cancellation and credit note and reaches the accountant as a PDF or Z3 export – DATEV and CSV in the closed beta.

What happens on which event

Every document has exactly one trigger in Shopify. No event produces two documents – and where a detail is missing, an open item appears instead of a guessed document.

  • Order paid → invoice (PDF) is created and emailed
  • Order cancelled → cancellation invoice referencing the original
  • Refund (full or partial) → credit note with its own number, linked to the invoice
  • Invoice-relevant edit (address, line items, tax rate) → cancellation of the old invoice plus a corrected one
  • Shopify Payments chargeback → invoice correction under § 17 UStG

Numbering a tax auditor can follow

You set prefix, start number and an optional year once. From then on an atomic counter issues every number exactly once.

  • Invoice number independent of the Shopify order number; both are printed
  • Separate sequence for credit notes (e.g. CN-2026-001)
  • Your sequence continues from your previous system instead of restarting at 1
  • Settings lock after the first invoice, which is what keeps the series gap-free

Your branding, every mandatory field

The PDF template carries your logo, accent colour and font. The mandatory fields under § 14 UStG are set by the app.

  • Logo, colour, one of 13 fonts, intro and footer text, SKU column on or off
  • Company data, tax number, VAT ID and bank details on every document
  • Invoice and email in the customer’s language (German or English)
  • Foreign currency: amounts in shop currency plus the total in customer currency with the exchange rate

How it works

  1. 1

    Payment arrives

    Shopify sends the webhook with line items, tax rates and customer data.

  2. 2

    Document is created

    The app determines the tax treatment, issues the number and renders the PDF.

  3. 3

    Sent & archived

    The customer receives the document by email. The PDF is stored encrypted and immutable.

Good to know

  • Orders placed before installation are not invoiced retroactively. If such an order is paid later, the app asks you first – see error handling.
  • In-person sales through Shopify POS are deliberately not invoiced: the customer already received the POS receipt at the till, and Shopify does not reliably deliver all invoice data for those sales. Every other order in the store is processed as usual.
  • TikTok Shop orders do not reach Shopify with all the data a GoBD-compliant invoice needs; they are deliberately not invoiced automatically.

Software, not tax advice: We are not tax advisers: Easy Invoices applies the rules you configure to your shop’s data – checking your documents for tax correctness stays with you and your accounting firm. Details in § 2a of the terms

Frequently asked questions

When exactly is the invoice created?

On payment, not on fulfilment. A bank-transfer order only receives its invoice once Shopify marks it as paid – so no document is issued for money that never arrives.

Can I switch off automatic sending to customers?

Yes. Under Settings → Advanced you disable sending. Documents are still created and can be sent manually from the document list or straight from the Shopify order.

What happens when an address changes after invoicing?

An invoice is never overwritten. The app cancels the old invoice and issues a corrected one – both stay in the system, as GoBD and § 14 UStG require.

Related capabilities

Try it on your next order

14 days free, billed through Shopify, set up in 10 minutes.

Install on Shopify