Quotes and invoices

How do I make GST invoices for my Shopify orders?

Create compliant GST tax invoices for Shopify orders one by one or in monthly batches, and generate credit notes for refunds.

Step-by-step instructions

  1. 1
    Open Commerce from the navigation sidebar and switch to Orders.
  2. 2
    To invoice a single order, tap Make GST invoice on the order row or order details.
  3. 3
    To batch invoice all pending orders, tap Make GST invoices for this month at the top of the list.
  4. 4
    If an item lacks tax, set its rate in Settings or on the product in Products before invoicing.
  5. 5
    When a customer returns items on an invoiced order, tap Make credit note beside the refund to issue a GST credit note.
Good to know
  • Orders must have a valid delivery state and items must have GST rates configured in Shopify or Clyrix. Test and cancelled orders cannot be invoiced.

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