Question 1

Will my old Shopify orders come in too?

Accepted Answer

Yes. Once connected, FinBaze imports your existing orders in the background. Fulfilled orders become final invoices without emailing those customers. A large store takes a while; new orders keep arriving as normal in the meantime.

Question 2

Does my customer get the invoice automatically?

Accepted Answer

Yes, once the order is fully fulfilled. Until then the invoice waits as a draft in FinBaze and changes with the order. Orders imported from your history are never emailed.

Question 3

How are Shopify Payments fees booked?

Accepted Answer

Every Shopify Payments payment arrives in FinBaze, with the fee booked separately. The payment is matched to that order's invoice, so your sales stay gross and you can see exactly what Shopify keeps.

Question 4

What happens with a refund or return?

Accepted Answer

A refund or completed return becomes a credit note against the original invoice. For a partial refund, FinBaze credits only those lines. Cancel an order whose invoice was already final and FinBaze credits that too.

Question 5

What does the Shopify connection cover?

Accepted Answer

Orders, Shopify Payments sales and fees, refunds and returns. Your product catalogue stays in Shopify; the lines on your invoice come straight from the order. Payments through another provider connect separately, such as Stripe, or arrive through your bank feed.

Question 6

How does VAT work?

Accepted Answer

Every invoice carries the VAT from the Shopify order, so your VAT return is built from the same invoices. You check it and submit it to HMRC under Making Tax Digital. Sell in euros or dollars and the invoice keeps that currency (Grow and Scale).

Question 7

Can my accountant see it?

Accepted Answer

Yes. Invite your accountant into your FinBaze books. They see every Shopify order as an invoice, with its payment and fee, and they can submit VAT under their own HMRC agent account once you accept their request.

Question 8

What does the Shopify connection cost?

Accepted Answer

Your FinBaze plan starts at £35 a month + VAT. On top of that, Shopify bills the app through your Shopify invoice, and you see the amount in Shopify before you approve it. Start in Shopify without a FinBaze account and your whole subscription runs through Shopify.

Shopify orders, booked for you

What happens once Shopify is connected

Fulfilled means invoiced

Your full history

Refunded means credited

In the order's currency

Know who still owes you

Your FinBaze invoice sits right on the order

Two ways to connect Shopify

You already use FinBaze

You're starting in Shopify

How to connect Shopify

Install the app

Sign in or sign up

Pick your company

Let your history come in

Questions from Shopify merchants

Your next Shopify order, invoiced straight away