Last updated: 2026-10-25
Booksmate downloads Shopify invoices automatically: add Shopify in Booksmate, press Fetch All, and your invoices are downloaded for you. Manual steps are listed below if you prefer to download them yourself.
Shopify calls its invoices bills. In your Shopify admin, open Settings, then Billing. Under Past bills, click the bill, click Export bill, choose PDF and click Export bill again.
A monthly plan bills every 30 days, so a 31-day month can have two subscription bills. An annual plan bills once a year and still gets a monthly bill for other charges. Recurring app charges are included on the subscription bill, and one-time app purchases are separate invoices. Shopify can also issue a threshold bill when transaction fees and other usage charges reach your billing threshold before the cycle ends.
Partly. In Past bills, click Export bills and choose Current page or Bills by date. Shopify emails a CSV of your billing history to the account email, going back as far as your store's start. The PDFs still come one bill at a time.
Shopify Payments processing fees get their own monthly tax invoice, separate from your Shopify bill. It is generated on the 5th of the following month, and there is none for a month with no transactions. Find it under your Shopify Payments payouts, in Documents, and download the PDF.
Booksmate downloads Shopify invoices automatically in seconds. Add Shopify in Booksmate, press Fetch All, and every invoice is downloaded for you without manual login.
Booksmate downloads your Shopify invoices and saves them as PDFs, so you never log in manually again.
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Add Shopify inside Booksmate
Press Fetch All and Booksmate downloads your invoices
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Requires admin or billing access
Yes. Booksmate runs on your own computer and never stores your Shopify password, so your login details are not shared with any third party.
Yes. When you first add Shopify to Booksmate, Booksmate downloads the full invoice history that is available in your Shopify account.
Yes. Booksmate gathers invoices from your email inbox in addition to web portals like Shopify, giving you one complete invoice collection setup.
Yes. Booksmate downloads your complete Shopify invoice history automatically. Add Shopify, press Fetch All, and every available invoice is saved to your computer.
Yes. Booksmate saves every invoice as a PDF, so they are easy to organize, share, or upload to your accounting software.
Shopify emails each bill to the store owner and to staff who have the View billing and receive billing emails permission. Anyone else needs that permission to see bills in the admin.
Yes. Shopify says you can still view past bills when you log in to a frozen, cancelled or paused store, so you can download them for your records.
Open Settings, then Billing. Under Past bills, select the bill that was credited and click Download credit note. The credit note downloads as a PDF.
No. A bill keeps the billing profile details from the day it was issued. Update your billing details in Settings, then Billing, and the change applies to bills issued after that.
Open the bill and check the breakdown. A Shopify bill can include your plan subscription, app charges, transaction fees, other charges such as shipping labels, and taxes. Your current plan is under Settings, then Plan.
Connect once. Booksmate collects invoices from websites and emails, then sends them to your accounting tools.
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