Installation
Requirements
- A Shopify store (any plan)
- Admin access to install apps
- A Fakturownia.pl or InvoiceOcean account
Step 1: Install from the Shopify App Store
- Visit the Fakturownia Pro app listing on the Shopify App Store
- Click "Add app"
- Review the requested permissions and click "Install app"
- Fakturownia Pro will be added to your Shopify admin
Step 2: Connect Your Fakturownia Account
- Open Fakturownia Pro from your Shopify admin apps
- Enter your Fakturownia API token
- Click "Test Connection" to verify
- You should see a green "Connected" indicator
Where to find your API token
- Log in to your Fakturownia.pl or InvoiceOcean account
- Go to Settings β Account β Integration β API Authorization Code
- Copy the token and paste it into Fakturownia Pro
Step 3: Configure Invoice Rules
Set up what happens at each order status change:
| Order Status | Recommended Action | Send Email | |---|---|---| | Payment received | Create VAT Invoice | Yes | | Order placed | Create Proforma | No | | Fulfilled | Mark as Paid | No | | Refunded | Create Credit Note | Yes | | Cancelled | Cancel Invoice | No |
Step 4: Enable Customer Dashboard
- Go to Settings β Customer Portal
- Toggle "Enable invoice dashboard"
- Customers will see an "Invoices" section in their account
Free Plan Limits
The Free plan includes up to 20 orders/month with:
- Automatic invoice creation
- Credit notes on refund
- PDF invoice downloads
- Invoice email attachments
Upgrade to Basic ($9/mo) for per-status rules, customer portal, multi-currency, and bilingual invoices.
Next Steps
- Configuration Guide β EU compliance, templates, and advanced settings