Select the document type - from the options available select which type of document do you wish to create with Moloni. You can choose between Simplified invoice, Invoice, Bill of lading, Purchase order and Pro forma invoice.
Select the Document set - in this field you can select from which document set do you wish to create documents.
Document Status - here you can select the status in which the documents are created, either Closed or as a Draft so that you can edit them before closing.
E-mail document - if you set this option to Yes, whenever a document is created with the closed status an e-mail will be sent to the customer with said document attached.
Measurement unit - here you can select the unit of measurement to be applied to a product, you can edit this option in Moloni as well.
Payment method - you can select a payment method in case the order didn't define one, since not all orders need to define a payment method.
VAT field - since Shopify does not have a preset field to define the VAT, you can use this setting to choose where to obtain it. The most used option for this setting is choosing the Company option.
Customer code prefix - During the process of creating a customer in Moloni, we will use the prefix set in this field to create the customer code. As an example if you chose the prefix Shopify_ every customer created will be sequential and their codes will then be Shopify_1, Shopify_2, etc.
Use product name and summary from - If you want to take advantage of our synchronization capability you can use this option to choose which name and summary you want to use, you can choose between the one set in Moloni or the one you set in the Shopify platform.
Product exemption reason - Whenever a product does not have an associated tax in an order, it is necessary to indicate a reason for that exemption. Here you can define the Product exemption reason so that it can be correctly applied.
Shipping exemption reason - As it happens with the products themselves, if a Shipping fee is exempt from taxes, an exemption reason needs to be set. Since the Shipping exemption reason can be different from the Product exemption reason, you can define them separatly.
Load Address - If the type of document you're creating has transport data, you need to select a Load Address to be used. Here you can set it as the Shop address, the company address, or even create your own customized address.

Automatizations

Automatically create documents - by activating this option, you are allowing the documents to be created automatically without the need of user intervention, this can happen once the order is complete or payed for. If you choose not to activate this option all documents will need to be created manually.
Sync products from shopify to moloni - If this option is selected your products will be synced from Shopify and into Moloni.
Sync products from moloni to shopify - If this option is selected your products will be synced from Moloni and into Shopify.