ContactBooks Pro
Invoicing that your bookkeeping can trust.
Live on Shopify App StoreWhat ContactBooks Pro does
ContactBooks Pro turns Shopify orders into the documents your business and your accountant actually need. Open any order and print an invoice, a credit note, a packing slip, or a receipt. It goes out on your own template, with your own company details, carrying your own invoice number rather than Shopify's order number.
Shopify gives every order a number, but that number is not an invoice number. It restarts nowhere, follows no format you choose, and skips nothing when a draft is abandoned. ContactBooks Pro keeps its own sequences instead: one for invoices, one for drafts, one for credit notes, each with the prefix, padding, and reset period you set. Numbers are assigned automatically as orders come in and written back onto the Shopify order, so they are visible outside the app too.
The customer side of the app has not gone anywhere. Contacts, addresses, Additional Customer Fields, store credit, tax exemptions, marketing consent, and login tracking are still there, and they are what makes a document complete: the tax number on the invoice, the billing address on the credit note, the company on the packing slip.
Documents
Five document types
Invoices, credit notes, packing slips, and receipts from any order. Draft documents and packing slips from draft orders. Each type keeps its own template.
Orders and drafts in the app
Browse your orders and draft orders inside ContactBooks Pro, open one, and produce any document it supports without leaving the screen.
Print and PDF
Print straight from the order page or download a PDF rendered at A4. Receipts use a narrow thermal theme built for till printers.
Quick edit
Adjust the wording on a single document right before you print it: a one-off note, a corrected line. The template every other order uses stays untouched.
Barcodes and QR codes
Put an order barcode on the document for warehouse scanning, or a QR code pointing at a URL you set.
A second page of your own
Attach your own second page to a document for terms, return instructions, or anything else a customer needs alongside the numbers.
Invoice numbering
Your own sequences
Independent sequences for invoices, drafts, and credit notes. Set the prefix, suffix, start number, and zero padding, and choose whether the sequence resets yearly, monthly, or never.
Automatic assignment
Number orders when they are created, paid, or fulfilled. Drafts are numbered when drafted, credit notes when refunded. Assignment is idempotent, so an order never picks up two numbers.
Decide what counts
Exclude point of sale orders, and set a start date so orders from before you switched numbering on stay out of the sequence.
Sequence controls
Set the next number by hand when you need to match an existing book, release a number you no longer need, or erase a sequence and start it again.
Written back to Shopify
Every number is saved onto the order as a metafield, under a namespace and key you choose, so other tools and exports can read it.
Templates and branding
Line items
Choose the columns: SKU, vendor, HS code, country of origin, barcode, weight, unit and total price, per-line tax, tax-exclusive prices, discounts, comments, and reason codes. Product images and variant layout are configurable too.
Totals and tax
Show or hide the subtotal, discounts, shipping, duties, tips, gift card payments, refunds, total paid, and amount due. Tax can print per rate or combined, with tax-exclusive totals alongside.
Order and customer details
Order number and date, issue and due dates, payment method, terms and status, purchase order number, tracking number, shipping company, and separate bill-to and ship-to blocks.
Company profiles
Keep more than one sender identity, each with its own name, address, tax number, email, phone, website, and logo. Pull them from your Shopify locations and keep them in sync automatically, then pick which profile each template uses.
Labels and styling
Every heading and label on the document is editable, so the paperwork can speak your language and match your accountant's expectations. Fonts, sizes, colours, and logo width are yours to set.
Formats and locale
Date, time, currency, decimal, and weight formats per document, address formats per country, and line items printed in a translation locale you choose.
Customers and companies
Contacts and addresses
A full contact record with multiple addresses, a default address, and the provinces and phone codes that belong to each country. Changes push back to Shopify.
Additional Customer Fields
Birthdate, gender, job title, and tax ID. Configured on first run, stored on the Shopify customer, visible in Shopify Admin, and included in CSV exports.
Tax exemptions
Record exemptions on contacts, Shopify customers, and company locations, using the exemption lists Shopify publishes for Canada, the United States, and the European Union.
Store credit
Add or deduct credit in any currency your store has enabled, set an expiry date, and keep the full transaction log per customer.
B2B companies
Browse Shopify companies, their locations, and their contacts, and put the right company details on the document.
Shopify customers directly
Work on Shopify customer records themselves, not only app contacts: addresses, store credit, additional fields, and marketing consent.
Marketing consent
Email and SMS consent per contact, synced both ways with Shopify, and carried through CSV imports and exports.
Login tracking
Track storefront logins per customer with total, first, and last login, plus a dashboard showing trends over a date range you pick.
Data and operations
Bulk operations
Tag, untag, or delete thousands of contacts in the background with a progress bar. Review the history, cancel a running job, and download the result of any operation.
CSV import and export
Shopify-compatible format with a template you can download first. Large imports run in the background, and exports follow the filters you have applied.
Real-time sync and activity log
Customer, tag, and consent changes made in Shopify Admin appear in the app as they happen, and the activity log records what changed and when.
GDPR and store isolation
All three mandatory Shopify GDPR webhooks are implemented: data request, customer redact, and shop redact. Each store's data is kept separate from every other store's.
Who ContactBooks Pro is for
Merchants who:
- Have to issue invoices with a proper sequence, because their tax authority, their accountant, or their B2B customers require it.
- Send documents that need to look like their business, not like a default Shopify printout.
- Sell across borders and need tax numbers, tax exemptions, tax-exclusive totals, duties, and local date and currency formats on the page.
- Sell to companies as well as consumers, and need company and location details on the document.
- Refund often enough that credit notes need their own numbered sequence.
- Also want the customer data Shopify doesn't track natively, such as tax IDs, store credit, and login activity, in the same place.
How it works
Install from the Shopify App Store. The app configures sync and the Additional Customer Fields on first run. Set up a company profile, adjust the templates you plan to use, turn on numbering and choose when it should fire. Then open any order and print. Numbers are assigned on the server, so previewing a template never consumes one.
If you installed ContactBooks Pro before the document features shipped, the app will ask you to reconnect once. Producing documents needs a few extra Shopify read permissions, and your existing access token does not carry them yet.
Privacy and data
ContactBooks Pro processes only the order and customer data needed to produce your documents and provide its features. We do not sell, share, or repurpose your data. Documents are generated on demand rather than stockpiled. Customer data is deleted automatically within 30 days of uninstall (sooner on GDPR request). For full detail, see our Privacy Policy.
Documentation and support
Documentation lives at help.merchantry.dev/contactbooks-pro, covering documents, invoice numbering, templates and branding, contacts and companies, import and export, sync, install, and GDPR. If your question isn't answered there, email support@merchantry.dev and you'll get a real reply from someone on the team.