From manual to automatic: how much time a connector saves you per month
Invoicing every Shopify order into Moneybird by hand adds up. Here is how to work out what automating is worth to you, without empty promises.
KPL-0002
Shopify Moneybird
Turn Shopify orders into Moneybird invoices automatically.
For every Shopify order, Schakel creates a Moneybird sales invoice automatically, with the right VAT, contact details and payment registration. No more retyping.
InvoicesContactsCredit notesPaymentsVAT
Set this up Free to start · 30 days unlimited
What you get out of it
What Shopify to Moneybird saves you
- Book every new Shopify order straight into Moneybird.
- Book every refund in Shopify straight into Moneybird.
- Book every new Shopify customer straight into Moneybird.
- Book every stock change in Shopify straight into Moneybird.
The link
What travels across the link
Everything this connector moves between Shopify and Moneybird, and how often.
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Sales invoices
to Moneybird on every paid orderLine items, discounts and shipping land separately on the invoice, each at the right VAT rate.
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Contacts
to Moneybird on a new customerExisting contacts are found by email. Only when there is genuinely no match does Schakel create a new one.
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Payments
to Moneybird as soon as the order is paidThe invoice is registered as paid on the right ledger account, so your books reconcile.
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Credit notes
to Moneybird on refund or cancellationA Shopify refund becomes a Moneybird credit note, including the repayment itself.
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VAT rates
to Moneybird per invoice lineStandard, reduced, reverse-charge and 0% are applied per line. For EU sales you can use the OSS setting.
In four steps
Setting it up
- 01
Install the app in Shopify
Schakel runs as an app inside your own Shopify store. You sign in through Shopify, so no extra account.
- 02
Grant access to Moneybird
You authorise Schakel through Moneybird itself and pick the administration the invoices should land in.
- 03
Set your booking rules
Set the ledger account per VAT rate, choose your invoice template and the account payments land on.
- 04
Let it run
From the next order on, your invoicing keeps pace. Every invoice shows up in the log.
What you need
- A Shopify store on a paid plan
- A Moneybird administration you administer
- VAT rates and ledger accounts configured in Moneybird
Not sure how to get those keys? Step by step:
Where it runs
Inside your Shopify admin, as an app. You sign in through Shopify, no separate account.
Common questions
Do my customers receive the invoice?
Only if you turn that on. By default Schakel creates the invoice without sending it.
Does this handle B2B and reverse-charge VAT?
Yes. Based on Shopify tags or sales channel you can apply different invoice rules, including reverse charge.
What happens on a partial refund?
You get a credit note for exactly the refunded amount, not for the whole order.
Can you connect Shopify to Moneybird?
Yes. Schakel connects through the official APIs of Shopify and Moneybird, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Moneybird?
The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.
Are commission and fees booked separately in Moneybird?
Yes. Commission, shipping and other fee types each land on their own ledger account in Moneybird, rather than in one lump sum, so your margin stays readable.
What happens on a refund or partial cancellation in Shopify?
It comes across, so Moneybird matches what was actually settled and you correct nothing by hand.
What does connecting Shopify and Moneybird cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
Missing something you need?
Tell us what Shopify and Moneybird should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.
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