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In this article you will learn everything about using Komfortkasse with Shopify.

Read the article Getting started: Setting up and connecting to the shop beforehand.

Prepayment, invoice and Cash on delivery in Shopify

Komfortkasse supports the payment codes Prepayment, Invoice and Cash on delivery. These are created in Shopify as "Manual payments":

You can find more information about this in the Shopify help: help.shopify.com/manual/payments/manual-payments

Install the Komfortkasse app

Install the Komfortkasse app for Shopify. The connection to Komfortkasse will be connected automatically.

(If the connection has already been set up or deactivated, or if the automatic connection did not work, select the Shopify shop in the Komfortkasse merchant area and thenselect the action Establish connection in the ≡ actions menu)

When the connection is established, a redirect to your Shopify shop is automatically executed and the required credentials (API key) are automatically exchanged. You will need the Shopify credentials for this.

You may see a confirmation to install the Komfortkasse app for Shopify:

Select Install app to install the Komfortkasse app in your Shopify shop.

You will then be redirected back to the Komfortkasse merchant area.

API settings

Komfortkasse supports the payment codes Prepayment, Invoice and Cash on delivery. If you do not use all three payment codes in your shop, click on deactivate or activate for the respective payment code:

Once the desired Payment codes have been activated, click Edit settings. You can then make the settings for Payment codes and Status.

The default settings are usually sufficient. However, adjustments must be made, for example, if the payment methods have been renamed.

Settings for prepayment

Payment methods

Here you can select which Shopify payment method ("Gateway") should be used for "Prepayment" in Komfortkasse. Your name of the payment method must be specified.

You can also enter several payment methods separated by commas, e.g. "Bank Deposit,prepayment".

If orders without transactions are also to be taken into account (e.g. manually created orders for which no checkout has been executed), the value "none" can be specified, e.g. "Bank Deposit,prepayment,none".

Status for Open orders

Here you can select which orders Komfortkasse considers to be "open" and expects payments for. In the case of prepayment, this is typically the case before shipping (Unfulfilled).

Actions and days when an order is canceled

If a prepayment order is canceled, the order is canceled in Shopify by default (alternatively, the associated transaction can be voided instead). In addition, a days can be set in the order, which can be used for analyses, for example.

Payment methods for monitoring

If the monitoring of other payment codes is used (optional), the payment methods to be monitored are specified here:

Settings for invoice and Cash on delivery

The following settings are described using invoices as an example. The settings for Cash on delivery are identical.

Payment methods

Here you can select which Shopify payment method should be used for "Invoice" in Komfortkasse. Your name of the payment method must be entered.

Several payment methods can also be entered separated by commas, e.g. "Invoice,Invoice".

Status for Open orders

Here you can select which orders Komfortkasse considers "open" and expects payments for. For prepayment (and also Cash on delivery), this is typically the case after dispatch (Fulfilled or Partially fulfilled).

Actions and days in case of cancellation

If an invoice or Cash on delivery order is canceled, the order is not canceled in Shopify by default. Instead, a tag ("overdue") is set in the order. This can be used to search for overdue orders in order to initiate further steps if necessary (e.g. write-off or Debt collection).

Further settings

Refunds

You can create refunds in Shopify and have them executed fully automatically by Komfortkasse.

The prerequisites are an active Direct debit mandate and the basic activation of refunds from the shop system in the Komfortkasse merchant area under Settings - General settings - Creation of refunds allowed.

Refunds can then be activated:

If a refund is then created in Shopify, it will be transferred on the next reconciliation of orders (at least 1x/day) to Komfortkasse and executed. If the refund cannot be executed, an Error message: will be sent via e-mail.

Payment method if empty

If "none" is specified for a Shopify payment method, the Shopify payment method that is transmitted to Shopify for an incoming payment must be specified here. Example: If "none" is specified for "Prepayment: Payment methods" and the Shopify payment method "Bank Deposit" is used for prepayment, "Bank Deposit" must also be specified here.

Payment methods that reduce the order amount

Payment methods that reduce the amount of an order are specified here. By default, these are vouchers ("gift_card") and credit ("store_credit").

Several payment methods can be specified separately.

Replenish stock in the event of cancellation

Here you can specify that the stock is automatically replenished when an order is canceled by Komfortkasse (only for the "Cancel order" actions).

(For this purpose, the attribute restock=true is included in the API call to cancel.json )

Billing of fees

All Komfortkasse fees in connection with your Shopify shop (e.g. transaction fees) will be stated directly via Shopify (exceptions for shops that were set up before August 2022). Due to Shopify's internal billing in USD, there may be divergents from our standard prices in EUR.

Deletion of data in accordance with GDPR

Deletion requests according to GDPR can be automatically transferred on from Shopify to Komfortkasse. If a customer requests a data deletion, the data for the corresponding order will be deleted, provided this is legally possible (retention periods).

If the Komfortkasse app is removed from a Shopify shop, Shopify sends a data deletion request for the entire shop. Komfortkasse deletes the data for all orders (if legally possible) after 21 days, provided the shop is still not connected to Komfortkasse at this timestamp.