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E-commerce business owners often struggle with manually creating invoices, which takes significant time and may cause errors. Thankfully, with automation tools like Make, Shopify orders can now integrate effortlessly with Moneybird to auto-generate sales invoices.
By automating this process, businesses significantly reduce the manual effort involved in invoice handling, greatly minimizing errors, improving accuracy, and speeding up workflow processes. Automation also ensures every order is reliably invoiced and accounted for.
When a new order is placed on Shopify, Make automatically checks Moneybird to see if a customer contact already exists. In the absence of an existing contact, the system automatically creates one. Subsequently, it generates a new, accurate, and compliant Moneybird sales invoice linked directly to that order.
Setting up this streamlined integration involves creating a scenario in Make by authorizing both your Shopify and Moneybird accounts. Once set, this integration runs continuously without further manual intervention, greatly simplifying operations.
Integrating Moneybird and Shopify through Make allows your business to become more agile, accurate, and productive. Automating invoices can remove burdensome manual tasks and let you concentrate more on business strategy and customer satisfaction.