All settings
At a glance
- What you get
- Know what every field on the Settings page does.
- Time
- 8 minutes
- Plan
- All plans (some items Unlimited)
Opening the settings and saving
- In the app menu, choose Settings.
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Change the fields you need.
What you’ll see: Shopify’s bar with Save and Discard appears at the top of the admin. The Save settings button at the top of the page becomes active too.
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Press Save to confirm, or Discard to go back to the saved values.
What you’ll see: the message “Settings saved.”.
Three things save on their own, without pressing Save: the Language, uploading the logo and removing the logo.
Company details
They appear on CSV, PDF and emails instead of just the store’s Shopify address. They’re all optional and available on every plan.
| Field | What it does | Starting value | When to change it |
|---|---|---|---|
| Company name | Your company’s name on documents. | The one from the first run, or empty | If the name changes. |
| VAT number | Your Italian VAT number on documents. It must have 11 digits: when correct, a ✓ appears. | The one from the first run, or empty | If it’s wrong or has changed. |
| Address | Your registered address on documents. | The one from the first run, or empty | If the address changes. |
| Language | The language of the whole app: Automatic (Shopify account language), Italiano or English. It doesn’t change your online store or the documents, which stay in Italian. | The one chosen at first run | If whoever uses the app prefers the other language. It saves straight away. |
Sending to your accountant (Unlimited)
On Free and Grow this section shows the Automatic sending to your accountant box with the Unlimited → button. The full procedure is in Sending to your accountant.
| Field | What it does | Starting value |
|---|---|---|
| Accountant’s email | The address the report is sent to. The Send test email button sends a test right away. | The one from the first run, or empty |
| Sending frequency | Monthly (the whole previous month) or Weekly (the last 7 completed days). | Monthly |
| Day of the month / Day of the week | When the report goes out. Day of the month goes from 1 to 28. | 1 (or Monday) |
| File format to send | Excel (.xlsx) or PDF. Your accountant receives a single file. | Excel (.xlsx) |
Warning: with an email saved, the app sends real emails to your accountant at the chosen frequency.
Advanced options
This section opens and closes. It opens by itself if you’ve already customised something inside it.
Signature at the bottom of the PDF
- On Unlimited: the Text printed at the bottom of every PDF page field, up to 200 characters. Leave it empty to print no signature; type your own text to print it.
- On Free and Grow: the Customizable PDF signature box. The PDF shows “IFG Registro dei Corrispettivi - Designed by IFG eCommerce - ifgecommerce.com”. Excel and CSV never have a signature, on any plan.
Customize the email (Unlimited only)
- Subject and Message body of the email to your accountant. Leave them empty to use the default text.
- + Insert the period adds
{periodo}, which becomes the report period in the email.
On Free and Grow this part doesn’t appear.
Custom email server (SMTP)
You only need it if you want the report to come from an address on your own domain instead of IFG’s. If you leave every field empty, the app uses the default sender.
| Field | What to type |
|---|---|
| SMTP host | Your outgoing mail server, for example smtp.yourdomain.com. |
| SMTP port | The port number given by your provider, often 587. |
| SMTP user | The mailbox user name, often the email address itself. |
| SMTP password | The mailbox password. After the first save the field stays empty: leave it empty to keep it unchanged. |
Whoever manages your email can give you these details. On Free and Grow you’ll see the Custom email server (SMTP) box with Unlimited →.
Tip: after saving the SMTP details, send a test email to check they work.
Company logo
- On Unlimited: Upload logo to pick a PNG or JPG file, 300 KB max. The logo is printed at the top of the PDF and the Excel sheet, including the ones sent to your accountant; the CSV stays without a logo. With a logo already uploaded you’ll see Replace logo and Remove logo. The logo saves straight away.
- On Free and Grow: the Company logo on PDF and Excel box with Unlimited →.
Note: if you move from Unlimited to a lower plan, the logo is no longer printed on documents.
Customer data requests (GDPR)
This section only appears when a customer of your store has asked Shopify for a copy of their data. It shows the date of the request, how many of the app’s orders concern them and, for each one, the day, order number and amount. You have 30 days to provide this data to them.
If something goes wrong
The VAT number shows an error. It must be an 11-digit number, without spaces and without “IT”.
Saving fails with a red banner. It’s a temporary error. Wait a minute and press Save again. The banner says “We couldn’t save your settings. Please try again shortly.”
The logo won’t upload. The file must be PNG or JPG and at most 300 KB. The app tells you which of the two limits you exceeded.