External or regular sales invoice

Under Document type you choose what is created per order in Moneybird. This is the choice with the most consequences.

External sales invoice

Recommended. Shopify stays the invoicing system; Moneybird only records the revenue and the VAT. No Moneybird numbering, no emails to your customer. The customer already received their receipt from Shopify.

Regular sales invoice

Moneybird creates a real invoice with its own number and can send it to the customer. Choose this if Moneybird should be your source of invoices.

If you choose regular, more is asked of you: an invoice workflow (Moneybird numbers with it) and a sending choice. “Do not send, keep as draft” is not possible then, because no payment can be recorded on a draft.

Sending choice	What happens
Do not send, keep as draft	Only usable with external invoices; stays a draft.
Mark as sent without email	Counts in the bookkeeping, no email to the customer.
Email to the customer	Moneybird emails the invoice to the address on the order.