Sending the register to your accountant automatically
At a glance
- What you get
- The register reaching your accountant on its own, every month or every week.
- Time
- 5 minutes
- Plan
- Unlimited
Before you start
- Automatic sending requires the Unlimited plan. On Free and Grow, the Sending to your accountant section in Settings shows the Automatic sending to your accountant box with the Unlimited → button. You can always download the file from Export (Grow plan) and send it yourself.
- Have your accountant’s email address ready.
What gets sent, and when
- With Monthly, on the day of the month you choose, the app sends the whole previous month. Example: day 5 means October goes out on 5 November.
- With Weekly, on the weekday you choose, it sends the last 7 completed days, up to yesterday.
- Your accountant receives a single file, in the format you choose: Excel or PDF.
Scheduling the sending
- In the app menu, choose Settings.
- In the Sending to your accountant section, type the address in the Accountant’s email field.
- In the Sending frequency menu, choose Monthly or Weekly.
- Choose the day:
- with Monthly, type a number from 1 to 28 in Day of the month (the limit avoids short months);
- with Weekly, pick the day in Day of the week.
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In the File format to send menu, choose Excel (.xlsx) or PDF.
What you’ll see: as soon as you change a field, Shopify’s bar with Save and Discard appears at the top of the admin.
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Press Save in the top bar (or Save settings at the top of the page).
What you’ll see: the message “Settings saved.” at the bottom of the screen. The bar disappears.
Warning: from now on the app sends real emails to the address you typed, at the chosen frequency. Double-check the address before saving.
Trying it with a test email
Before waiting for the first scheduled email, check that it really arrives.
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Below Accountant’s email, press Send test email. The button is only active when the email field is filled in.
What you’ll see: the window “Which file do you want to receive as a test?”.
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Press PDF or Excel, depending on the file you want to try. The choice only applies to the test and doesn’t change your saved setting.
What you’ll see: the message “Test email sent to (address), with (file name) attached.”.
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Check your accountant’s inbox, or ask whether it arrived.
Warning: the test email is a real email, with the register for the period your accountant would receive with automatic sending attached. You can send at most 3 every 15 minutes.
Customising the email (optional)
- In Settings, open Advanced options.
- In the Customize the email part, type the Subject. If you leave it empty, the default is used: “Registro corrispettivi (store) — (period)”.
- To show the report period, press + Insert the period below the field. The text gets
{periodo}, which becomes the real period when the email is sent (for example “2026-07”). - In Message body, type the email text. You can use + Insert the period here too.
- Press Save.
Want the email to come from your own domain instead of IFG’s? Fill in Custom email server (SMTP), also in Advanced options: it’s explained in All settings.
If something goes wrong
The test email doesn’t arrive. Check the address and the spam folder. If you use your own SMTP server, check host, port, user and password. If sending fails, the app shows a red banner starting with “Sending failed:” and the reason.
I see “You’ve already sent 3 test emails in the last 15 minutes.” It’s a safety limit, which protects the reputation of the domain the emails are sent from. Wait for the time shown in the message and try again.
The Day of the month field shows an error. The number must be between 1 and 28.