Document Preferences

In this section, you’ll learn how to customize your invoice preferences, allowing you to tailor the documents generated to your Shopify store’s needs and Portuguese fiscal regulations.

Document Series to Use

Select the document series Shopify should use to issue documents. Leave this field blank to use the default series from InvoiceXpress.

Notes:

• The available series are those already set up in InvoiceXpress.
• To use other series, you’ll need to create them first in InvoiceXpress.

Invoice Status

Introduction to Invoice Status

When setting the invoice status, you can choose between Draft and Final, each with specific functions for document management:

• Draft: Used for invoices that are still being drafted or reviewed. Draft invoices are not considered final and can be edited before official issuance.
• Final: Indicates the invoice is complete and issued. Final invoices are official and cannot be altered after issuance.

Notes:

• You can opt for either Draft or Final status.
• If email invoice sending is enabled, this feature will be ignored, and all documents will be issued as Final.
• If you activate the "Payment Receipts" field, the app will issue invoice-receipts instead of invoices. If the selected status is Final, invoice-receipts will be marked as Paid, as they do not have a Final status.

Step Summary

1. Set Document Series:
• Select the existing series from InvoiceXpress or create a new one directly on the platform.
2. Select Invoice Status:
• Choose between "Draft" or "Final".
• Activate "Payment Receipts" if you prefer to issue invoice-receipts.
3. Save Settings:
• After setting the preferences, click "Save" to apply the changes.