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In this article, you'll learn everything about using Komfortkasse with Shopify.

Before you begin, read the article “Getting Started: Setting Up and Establishing a Connection to Your Shop.”

Prepayment, Invoice, and Cash on delivery in Shopify

Komfortkasse supports the payment codes prepayment, invoice, and Cash on delivery. These are set up in Shopify as “Manual payments”:

You can find More Information on this in the Shopify Help Center: help.shopify.com/manual/payments/manual-payments

Install the Komfortkasse App

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

(If the connection has already been set up or has been deactivated, or if the automatic connection failed, select your Shopify store in the Komfortkasse merchant area and then select " Connect" from the ≡ actions menu.)

When the connection is established, you’ll be automatically redirected to your Shopify store, and the required credentials (API keys) will be exchanged automatically. You’ll need your Shopify login credentials for this.

You may see a prompt to confirm the installation of 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 types Prepayment, Invoice, and Cash on delivery. If you do not use all three payment types in your shop, click “Deactivate” or “Activate” for the respective payment type:

Once the desired payment codes have been enabled, click “Edit settings.” You can then configure the settings for payment codes and statuses. The default settings are usually sufficient. However, adjustments may be necessary, for example, if the payment methods have been renamed.

Settings for Prepayment

Payment Methods

Here, you select which Shopify payment method (“gateway”) should be used in Komfortkasse for “prepayment.” You must specify the name of the payment method for each one.

You can also specify multiple payment methods separated by commas, e.g., “Bank Deposit,prepayment.”

If orders without transactions are also to be included (e.g., manually created orders for which no checkout was executed), the value “none” can be specified, e.g., “Bank Deposit,prepayment,none”.

Status for Open Orders

Here, you select which orders Komfortkasse considers “open” and for which a payment is expected. For prepayment, this is typically the case before shipment (Unfulfilled).

Action and Days on Cancellation

If a prepayment order is cancelled in Komfortkasse, you can specify here which action should be performed in Shopify:

• Cancel Order (Default): The order is cancelled via the Shopify API.
• Void transaction: Pending transactions are voided without canceling the order itself.
• No action: No changes are made in Shopify.

Additionally, you can optionally set a tag on the order, which can be used, for example, for reporting or automations.

Payment Methods for Monitoring

If monitoring of other payment types 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 select which Shopify payment method should be used in Komfortkasse for "Invoice." You must specify the name of the payment method.

Multiple payment methods can also be specified, separated by commas, e.g., "Invoice,Invoice".

Status for Open Orders

Here, you select which orders Komfortkasse considers “open” and for which it expects payments. For invoices (and also Cash on delivery), this is typically the case after shipment (Fulfilled or Partial fulfilled).

Action and Date for Cancellation

The same three actions are available for cancellation for both invoices and Cash on delivery (Cancel Order, Cancel Transaction, No Action). By default, “No Action” is preset for invoices and Cash on delivery, since overdue orders are usually processed manually (e.g., Debt collection or write-off).

"Overdue" is set as the default tag for cancellations. This tag allows overdue orders to be identified and processed in Shopify.

Additional Settings

refunds

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

Prerequisites include an active direct debit mandate and the general creation of refunds from the shop system in the Komfortkasse merchant area under Settings > General settings > Creation of refunds allowed.

Refunds can then be enabled:

When a refund is created in Shopify, it is transferred to Komfortkasse and processed during the next order synchronization (at least once a day). If the refund cannot be processed, an error message is sent via e-mail.

Include Archived Orders

Shopify automatically archives orders when certain conditions are met (e.g., after full fulfillment). By default, Komfortkasse ignores such archived (“closed”) orders.

If this setting is enabled, Komfortkasse will also import and process archived orders. This can be useful if a shop archives orders early but they still contain outstanding payments.

Payment Method if Empty

If “none” is specified for a Shopify payment method, the Shopify payment method that is transmitted to Shopify upon receipt of a payment must be specified here. Example: If “none” is specified under “Prepayment: Payment Methods” and the Shopify payment method “Bank Deposit” is used for prepaid orders, “Bank Deposit” must also be specified here.

Payment Methods That Reduce the Order Amount

This field is used to specify payment methods that reduce the amount of an order. By default, these are vouchers (“gift_card”) and store credit (“store_credit”).

Multiple payment methods can be specified, separated by commas. Transactions using these payment methods are deducted from the order total before Komfortkasse calculates the amount due.

Restock Inventory Upon Cancellation

Here you can specify that, if Komfortkasse cancels an order (only for the "Cancel Order" action), inventory is automatically restocked. (To do this, include the attribute restock=true in the API call for cancel.json.)

Download Invoices

Komfortkasse can automatically retrieve invoice numbers and invoices in PDF format from your Shopify store. The invoice number is used, among other things, for assignment of payments; the invoice PDF can be included with payment reminders and letters.

In the " Download Invoices " field, you specify the source of the invoices:

• (Detect automatically): Default setting (empty field). Komfortkasse automatically determines which of the apps listed below create invoices in your shop and specifies them automatically (see Automatic Detection).
• Sufio: No additional settings are required in Sufio or Shopify.
• Pathway (invoice printer from Pathway Solutions): No additional settings required.
• Sevdesk/sevify (Sevdesk Accounting by Appify): Requires the invoice_pdf_save metafield; see https://sevify.app/help/shopify/metafields/write
• Sevdesk/eShop-Guide (Sevdesk integration by eShop Guide): The app specifies the invoice URL in the order’s ` invoice.url ` metafield; no further settings are required.
• Pickware: The app specifies the invoice URL in the order’s ` pickware.pickware_invoice_url ` metafield; no further settings are required.
• Do not download: Komfortkasse does not transfer invoice numbers or invoice PDFs. This also deactivates automatic detection.

Invoice number from Any Metafield

If your invoicing app is not included in the list but the invoice number is specified in a metafield of the order, you can still import it. To do so, enter `metafield: name` in the “Download Invoices” field (e.g., `metafield: invoicenumber`); You can also type a custom value into the dropdown field. You only need to specify the name (key) of the metafield without the namespace; it must be a string field. In this case, only the Invoice number is imported, not the PDF.

Invoice number and Timestamp of Import

For Sufio, Pathway, Sevdesk/sevify, and Sevdesk/eShop-Guide, the Invoice number is derived from the filename of the downloaded PDF (any preceding “Rechnung” or “Invoice” is removed). With Pickware, the filename is not suitable for this purpose; here, the Invoice number is retrieved from the invoice URL (parameter ` document_number`).

Many apps do not create the invoice until later (e.g., upon payments, upon shipment, or during a nightly run). If no invoice is available when the order is imported, Komfortkasse automatically tries shortly thereafter. You can also trigger the import at any time in the order by selecting “Re-import Data”; any previously saved invoice will be discarded and a new one retrieved.

Apps that send invoices exclusively via e-mail or make them available only through a personal link in the customer account—without specifying the invoice URL or Invoice number in a meta field of the order—cannot be integrated.

Filter by Country Code (Subshops)

If, in a Shopify store, only orders from specific countries are to be processed by Komfortkasse (e.g., when operating multiple regional shops via a shared Shopify account), the country codes in ISO 3166 format can be specified here, separated by commas (e.g. , DE,AT,CH).

Komfortkasse validates the country code of the order’s billing address (billing_address.country_code). Orders from countries not listed are ignored and not transferred to Komfortkasse. If the field is empty, orders from all countries are processed.

Ignore Company Name

If this setting is enabled, the Company name from the order address is not imported into Komfortkasse. The company field remains empty in Komfortkasse, even if a value is specified in Shopify.

This setting is useful if the company field in the Shopify store is systematically filled with unusable data (e.g., by an app or a required-field workaround) and this data should not be transferred to Komfortkasse.

Swap First name and Last name

If this setting is enabled, the first and last names are swapped (the first name is transferred as the last name, and the last name is transferred as the first name).

E-mail address from metafield 'invoice_recipient'

When this setting is enabled, the customer’s e-mail address used for sending payment reminders and notifications is determined from the Shopify metafield ` invoice_recipient ` in the order.

The behavior is as follows:

• Metafield is populated: The e-mail address from the ` invoice_recipient ` metafield is used as the remittee.
• Metafield is empty: The default customer e-mail address from the order is automatically used.

This setting is particularly useful when individual customers are to receive invoice e-mails at a different address. For all other customers for whom the metafield is not set, e-mails are sent as usual using the default customer e-mail address.

Get payment method from metafield

By default, Komfortkasse determines an order’s payment method from the Shopify transaction field (“Gateway”). With this setting, any metafield can be used as the source for the payment method instead.

To do this, enter the name of the metafield (e.g., payment_method). Komfortkasse will then read the value of this metafield for each order and use it as the payment method (e.g., for assignment to prepayment, invoice, or Cash on delivery).

This setting is useful if your store uses its own payment logic and the actual payment type cannot be determined from Shopify’s default “Gateway” field.

Transfer Payment Details to the Shop

If this setting is enabled, the following order information is transferred to Shopify as a metafield:

• Payment information for the end customer: IBAN (komfortkasse_iban), BIC (komfortkasse_bic), payee (komfortkasse_remittee), and Reference number (komfortkasse_reference)
• Order status from Komfortkasse (kkstatus) as a technical name; see Order Status

Billing of Fees

All Komfortkasse fees related to your Shopify store (e.g., transaction fees) are billed directly through Shopify (exceptions apply for shops set up before August 2022). Due to Shopify’s internal billing in USD, there may be divergent prices from our standard prices in EUR.

Data Deletion in Accordance with the GDPR

Shopify can automatically transfer GDPR-compliant data deletion requests to Komfortkasse. If a customer requests data deletion, the data associated with the corresponding order will be deleted, provided this is legally permissible (retention periods).

If the Komfortkasse app is removed from a Shopify store, Shopify sends a request to delete data for the entire store. Komfortkasse deletes the data for all orders (to the extent permitted by law) after 21 days, provided the store is still not connected to Komfortkasse at that time.