Belegio · Shopify app

The invoice app for Shopify – automatic, tax-correct, in 6 languages.

Belegio creates invoices, delivery notes, credit notes and quotes for your Shopify store — automatically for every order if you like, and emailed to your customers.

Install on the Shopify App Store →See all features

Mandatory details auto-filledGDPR · Hosted in GermanyE-invoicing (ZUGFeRD & XRechnung)Made in Germany

How it works

Three steps. Then it runs itself.

Install

Install the app from the Shopify App Store with one click.

Set up

Import your company data from Shopify in one click, pick logo, colours and template. Done in minutes.

Switch on automation

From then on, every paid or shipped order gets its invoice on its own — emailed to your customer if you want.

Invoice detail

Send. Print. Done.

Download the PDF, send it by email, change the status or issue a credit note — right from the invoice. No tabs, no back-and-forth.

One-click PDF download
Sent via your own mail server
Status & history in one view

Send, print, done — right from the invoice

A look inside

This is what Belegio looks like.

Belegio orders overview — Orders
All orders at a glance
Status, document, amount — and who is on it: automation, you, or a credit note.

Belegio credit notes — Credit notes
Cancel with a credit note
Linked to the original invoice, partial credit notes included.

Belegio templates & branding — Branding
Your logo, your template
Logo, colours, six PDF layouts or your own template.

In-app help & guide — Help
Guides built into the app
Step by step, no support ticket needed.

Features

Everything for your Shopify documents

From the first invoice to the export for your accountant — this is what Belegio does today.

01Create documents
Invoice in one click	A finished invoice with tax and PDF from any Shopify order — one at a time or up to 50 at once.
Automatic invoices	Optionally on payment or on first fulfilment, without a click. Switch it on once and it runs.
Invoices without an order	Free-form invoice with customer, line items, gross or net, tax case, currency and service date.
PDF preview	See the finished document before a number is assigned.
Quotes	With validity, status (sent, accepted, declined, expired) and product search from your store. An accepted quote becomes an invoice in one click.
Delivery notes	Without prices, also for partial shipments with open items, tracking number and an optional signature field.
Your own number ranges	Format, digits and start number per document type — reset never, yearly or monthly.
Manual tax rate	If Shopify provides no tax, pick the rate yourself: DE, AT, CH, reverse charge, export, §19, §4 or a custom rate.
02Credit notes & corrections
Credit note & cancellation	Referencing the original invoice — the original stays unchanged.
Partial credit by line item	Only the items that come back. Several partial credit notes per invoice are possible.
Credit note for an amount	For goodwill or adjustments, with pro-rata VAT and a reason per line.
Automatic credit note on refund	Optionally for every refund in Shopify. If no money flows back, no credit note is created.
Corrected invoice	After a cancellation, issue a corrected invoice for the same order with a new number.
Cancel a credit note	Reverse a wrong credit note with its own cancellation document.
03E-invoicing
ZUGFeRDEN 16931	Invoices and credit notes as PDF/A-3 with embedded XML per the European norm EN 16931 — the format the German B2B e-invoicing mandate requires.
XRechnung 3.0	Automatically once a Leitweg-ID (German public-sector buyer reference) is present — optionally for all documents when business customers ask for it.
Leitweg-ID	Read from the order, can be added later, check digit verified.
Validation with report	Download the XML and validate it with the Mustang validator; share the report.
Clear guidance	If something is missing for the e-invoice, Belegio tells you what it is and where to add it.
04Taxes
Tax case detected automatically	Domestic, small business, EU B2B reverse charge, tax-exempt sales, EU B2C and exports; rates come from Shopify.
Reverse charge with VIES check	The VAT ID is validated; the check note with date and request number is printed on the invoice.
VAT ID from many sources	Company field, note, tags, checkout fields and Shopify B2B companies.
Small business DE & AT	One switch, no VAT, the legal note matching your country of establishment.
EU small-business scheme	With an EX number, the note follows the delivery country.
Thresholds at a glance	The dashboard warns about the small-business threshold, national EU thresholds and the EU-wide limit, and shows where you stand on the OSS threshold.
OSS & exports	EU B2C with the rate Shopify calculates for the destination country; exports tax-free with the legal note.
Plausibility hint	Flags invoices without VAT although you are subject to standard taxation.
05B2B & public sector
B2B and public-sector detection	Business customers and public authorities are marked in the order list.
Net invoices	Net line items for business customers.
Tiered pricing	Automatic discounts included in the unit price — optionally for B2B orders only.
HS code & country of origin	Per line item from Shopify, also in the e-invoice.
Different shipping address	Printed on the invoice if you want.
06Design & content
6 PDF templates	Modern, Bold, Compact, Classic, Minimal and a DIN 5008 business letter with 20 styles. Delivery note and credit note follow the invoice layout.
Your own template	HTML and Liquid in the editor — start from a commented example or a copy of a template.
Logo & colours	Logo, accent and text colour, with live preview for invoice, delivery note and credit note.
PDF layout in detail	Contact block, three footer columns, page numbers, punch margin, contact person and "already paid" note.
Texts	Header and footer text, payment and delivery terms, payment term — overridable per invoice.
Company details	Register court, registration number, managing directors and legal form in the business letter.
Named discounts	Discount code, automatic discount or your own reason; free shipping shown transparently.
Metafields	Up to 10 fields per source from order, customer, product, variant and line item — tested against your latest order.
GiroCode (EPC QR)	Payment QR code on open EUR invoices — your customer pays via banking app.
QR code on the invoice	Top right, with the order status link or the invoice number.
Service period & order date	Service period as a month and order date in the header, if you want.
07Delivery & customer communication
Email via your mail server	Invoices are sent through your own SMTP account — with connection test, test email and a hint for Microsoft 365.
Create and send separately	Invoices can be created automatically without an email going out right away.
Custom email texts	Subject, greeting, body, payment note and closing, with placeholders.
PDF link in Shopify emails	In order and shipping confirmations; your customer downloads the invoice themselves.
Credit note link in the refund email	The credit note arrives with Shopify’s refund email.
Self-service for customers	If a link has expired or the invoice is not ready yet, your customer requests a new link.
08Shopify & workflow
Print from the order	Print invoice, delivery note and credit note right in Shopify admin, or download as PDF.
Bulk printing	Up to 25 orders, several document types in one PDF.
Belegio card on the order page	An order’s documents at a glance, right in Shopify.
Order list with ownership	Shows per order whether automation takes over, you are on it, or a credit note is due.
Dashboard	Revenue net of credit notes, 30-day trend, tax distribution, top countries and top customers.
Activity log	What the automation created, skipped or could not do — with a history per document.
1-click setup	Import company data directly from Shopify.
09Export & bookkeeping
Export for your accountant	Invoices, credit notes and cancellations for a period as CSV (Excel) or as a ZIP with all PDFs.
Bookkeeping with zrapp	For handing over to sevdesk or Lexware Office there is our sister app zrapp.
10International
6 languages	App, documents, emails and help in German, English, French, Dutch, Italian and Spanish — you set the document language for your store.
Store currency	Documents in your store’s currency.
Based in Germany or Austria	Legal notes per your country of establishment, plus Austrian and Swiss rates for manual tax.
11Privacy & security
Hosted in Germany	Servers in German data centres, processing only within the EU.
Data processing agreement	Data processing per Art. 28 GDPR, right in the app.
Read-only access	Belegio reads orders, customers and products — and changes nothing in your store.
Encrypted credentials	Your mail password is stored encrypted (AES-256).

Settings

You decide when documents are created and how they look

Every automation is its own switch and starts switched off — nothing happens until you want it to.

Automation

Create invoices automatically — on payment or on first fulfilment
Email invoices automatically
Credit note on refund in Shopify
All three switches separate, off by default

E-invoicing

Switch ZUGFeRD on or off
Force XRechnung for all documents
Add a Leitweg-ID per invoice

Company & taxes

Company data, legal form, register and managing directors
Contact, contact person, bank details with IBAN check
Small business and EU small-business scheme (EX number)
VAT ID, tax number, hint on implausible taxation

Appearance

Logo, accent colour and text colour
6 templates, 20 business-letter styles or your own template
Punch margin and signature fields on the delivery note
QR code with order status link or invoice number

PDF layout

Contact block and three footer columns with placeholders
Raise the footer (0–15 mm)
Show or hide contact person and "already paid"
Credit note like invoice, footer text on credit notes
Service period as a month, order date in the header

Texts

Header and footer text, payment and delivery terms
Payment term in days
Note below the customer's VAT ID and on quotes
Show a different shipping address
Discounts in the unit price — off, B2B only or all

Email

Your own SMTP server with connection test and test email
Sender address and name
Subject, greeting, body, payment note, closing — eight text fields with placeholders

Shopify emails

PDF link for order confirmation, shipping confirmation and refund
Ready-made snippet to copy

Number ranges

Per document type: invoice, credit note, quote, delivery note
Format with placeholders, digits and start number
Reset never, yearly or monthly

Metafields & language

5 sources with 10 slots each: order, customer, product, variant, line item
Test against your latest order
Document language: German, English, French, Dutch, Italian, Spanish

Privacy & data

Servers in Germany. Transparent data flows.

Belegio is built for German and European requirements from day one. Not bolted on later.

Hosted in Germany

Documents and order data are stored on servers in Germany. Exchanges with Shopify, your SMTP provider and other recipients may involve transfers outside the EEA. The privacy policy and DPA describe these data flows.

GDPR & DPA

Data processing per Art. 28 GDPR. You conclude the DPA right in the app.

Read-only access

Belegio reads orders, customers and products — and changes nothing in your store.

Belegio privacy policy Belegio data processing agreement (German)

Pricing

Free during launch.

All features. Unlimited documents. No credit card needed.

Launch phase – free

€0/ month

Unlimited access for early adopters

Unlimited invoices, delivery notes, credit notes & quotes
All 6 PDF templates and your own template
E-invoicing as ZUGFeRD & XRechnung
All tax cases (DE, AT, EU, third countries)
Personal support within 24h

Install on the Shopify App Store →

✓ No credit card✓ Cancel anytime

Fair pricing later — early adopters get priority treatment.

FAQ

Frequently asked questions

Does Belegio replace my accounting software?

No. Belegio creates and sends documents (invoice, delivery note, credit note, quote) directly from Shopify. For your accountant there is an export as CSV or ZIP with PDFs; for handing over to sevdesk or Lexware Office there is our sister app zrapp.

Does it run automatically?

If you want it to. Switch on automation in the settings — the invoice is then created on payment or on first fulfilment. Whether it is emailed right away is a separate setting.

What happens with refunds?

If you enable automatic credit notes, Belegio creates the matching credit note for every refund in Shopify, referencing the original invoice — partial refunds included. The feature is off by default so that shops with their own credit-note process do not see their workflow change unannounced.

Do invoices contain all mandatory details?

Belegio fills the mandatory fields automatically from your company and order data — they are complete when your company data is. Final tax assessment is up to your accountant.

Where is my data stored?

On servers in Germany. You conclude the data processing agreement (Art. 28 GDPR) right in the app.

Can I customise the design?

Yes. Logo, accent and text colour, six templates with live preview — or your own template in HTML and Liquid.

In which language and currency are documents created?

In the document language you choose for your store (German, English, French, Dutch, Italian or Spanish), and in your store’s currency.

Does Belegio support Germany's e-invoicing mandate?

Yes, for B2B. Belegio creates e-invoices per the European norm EN 16931 as ZUGFeRD (hybrid PDF/A-3 with embedded XML); if a Leitweg-ID is present, it creates an XRechnung for public authorities. You switch e-invoicing on in the settings. The legal situation in Germany: receiving e-invoices is mandatory since January 1, 2025; issuing rolls out gradually — until end of 2026 every seller may still issue other formats (e.g. PDF), and sellers with prior-year turnover up to €800,000 have until end of 2027. Out of scope: invoices to consumers (B2C), small-amount invoices up to €250, and small-business sellers (§19 UStG) are exempt from issuing.

I'm a small business — does it work?

Yes. One switch: invoices are created without VAT and with the legal note of your country of establishment — § 19 UStG in Germany, the Austrian rule if you are based in Austria. The EU small-business scheme with an EX number is supported too.

Can I write quotes?

Yes. Quotes with validity and status; products come from your store. When the customer accepts, the quote becomes an invoice in one click.

What happens to my documents if I uninstall the app?

Export through the app is unavailable after uninstalling. Shopify requests deletion no earlier than 48 hours later; if that notification is missing, a fallback handles shops uninstalled for more than 72 hours. This is not a guaranteed completion deadline. First save your documents and required e-invoice XML files: invoices, credit notes and cancellations as CSV or ZIP with PDFs (up to 300 per ZIP), quotes and delivery notes individually. The DPA governs return, deletion, reinstallation and backups. Statutory retention is your responsibility.