We’re looking for an experienced automation developer who understands Shopify APIs and InvoiceXpress (Portugal) to help us automate credit note creation whenever a refund or return is processed in Shopify.
We already have InvoiceXpress connected for invoicing — this project focuses specifically on credits (returns, partial refunds, Loop Returns).
Hello @Alex_Stojanovic , welcome to make.com community, I have worked and have experience with Make.com and l will love to collaborate with you on this you can schedule a call Here and you can checkout my upwork profile Here, for my pastworks and certifications
Hi @Alex_Stojanovic,
Looks like you already have a solid Shopify → InvoiceXpress invoicing setup — great foundation. I can help extend that flow to handle refunds and returns automatically, generating accurate credit notes in InvoiceXpress through Make.com.
I’ve implemented similar refund-to-credit workflows for eCommerce brands (including partial and Loop-based returns), ensuring all API data — order amounts, taxes, and notes — sync perfectly without manual edits.
Happy to review your current Make scenario or API mapping for free before we begin.
You can also connect securely via Fiverr or schedule a quick call to discuss details
Best regards,
Mavin C
Automation & API Integration Expert
Hey @Alex_Stojanovic , I completely understand what you’re trying to solve when refunds or returns happen in Shopify, you want InvoiceXpress to automatically generate the corresponding credit notes so your accounting stays clean and compliant without manual work.
I’ve built similar refund automation flows before one for a Shopify store using Stripe + QuickBooks integration, and another for a European retailer using a local invoicing API similar to InvoiceXpress. Both pulled refund data via Shopify’s webhook, mapped it to the invoicing system, and handled partial credits automatically.
I can help you set up the same for your store clean API logic, error handling, and clear reporting so you always know which returns have been processed.
Schedule a call with me here so we can talk about this.
I’m an experienced automation developer with expertise in Shopify APIs and InvoiceXpress. I can automate credit note creation for refunds, returns, and partial refunds, including Loop Returns, ensuring accurate and seamless accounting.
Check my profile: https://www.upwork.com/freelancers/farhana401
Book a quick call:https://calendly.com/automaxion-meet
Hi Alex,
I’d love to help automate credit note creation in InvoiceXpress whenever a refund or return is processed in Shopify. I have hands-on experience with Shopify APIs, InvoiceXpress, and Make.com (formerly Integromat), and I’ve built similar automations that handle partial refunds, returns, and multi-step workflows.
What I can deliver:
Reliable API integration: Automatically create credit notes in InvoiceXpress from Shopify refunds/returns.
Support for partial refunds and Loop Returns: Ensuring all scenarios are handled accurately.
Automation via Make.com: Set up a robust workflow with error handling, logging, and easy maintenance.
Testing & Handover: Thoroughly test the integration and provide documentation for your team.
I can get this set up quickly and efficiently, ensuring your accounting remains synchronized without manual effort.
Hello @Alex_Stojanovic ,
Sure! It seems most of the work is already in place — we can definitely handle this and would recommend proceeding as soon as possible.
We’d like to schedule a call with you to discuss the details further and also review your current setup, so we can configure the future process efficiently. Meanwhile, you can explore more about us here - Upwork , Deligence Technologies
Diya ~ Deligence Technologies
We’ve built similar automation flows connecting Shopify APIs with third-party finance tools through n8n and custom webhooks, including refund detection, data mapping, and conditional credit issuance.
Your setup sounds close to what we did in our AI-powered ESG Platform, where we automated data syncs and report generation between multiple systems — the same structured logic applies here for credits and returns.
View case study
Would you like me to review your current InvoiceXpress API mapping and propose the workflow (Shopify → n8n → InvoiceXpress) with error handling?
Hi Alex,
I work with Make regularly and can help set up a solid workflow for credit notes.
Familiar with handling returns and integrations like Loop within this context.
If you are still looking, feel free to reach out.
You can reach out to me on my email here
Colin
Hi Mavin,
Thanks for your reply and sorry for the delay in responding.
It sounds like you have a good understanding of our needs to complete this project. Note that we not currently utilize Make.com for our workflow. I believe we are currently using the Xpressifi ‑ InvoiceXpress app from the Shopify App Store, however I have limited technical expertise in this area.
Hoping you can assist to outline next steps and estimated cost for the project.
Thank you, Alex
Hi Alex,
Thank you for your reply and for providing context — that helps a lot. I understand that your current setup already handles invoicing through the Xpressifi‑InvoiceXpress app, but the credit note creation for refunds, returns, partial refunds, and loop returns is not automated. You’d like to use Make.com to streamline this process while keeping your existing invoicing intact.
To get started effectively, I’d like to clarify a few things:
Do you currently track partial refunds and loop returns in Shopify or just manually in InvoiceXpress?
Are there specific rules for credit notes (e.g., notify certain departments, limit by amount, etc.)?
Any existing reporting or workflow requirements we should integrate into Make.com?
Based on similar workflows I’ve built — connecting Shopify APIs to invoicing systems — For a project like this;I charge $400–$250 and a timeline of 10-12 days depending on complexity and number of scenarios. Once I review your setup and confirm the requirements, I can give a precise estimate and timeline.
For security and clarity, I suggest we continue our discussion via email (mavincollins33@gmail.com) or my official Fiverr workspace, whichever you prefer. You can also schedule a call to walk through details before we start.
Looking forward to helping you automate this workflow efficiently.
Best regards,
Mavin C
Flowedge Digital
@Alex_Stojanovic I understand you already use InvoiceXpress for invoicing and likely have the Xpressifi InvoiceXpress app connected to Shopify. The missing piece is a reliable way to turn refunds and returns in Shopify, including partial refunds and Loop Returns, into accurate credit notes in InvoiceXpress without manual work, so your accounting stays clean and consistent.
My approach is to introduce Make.com as the orchestration layer between Shopify and InvoiceXpress. I will design a clean scenario that listens to refund and return events in Shopify, applies your business rules, and creates or updates matching credit notes in InvoiceXpress. The focus will be on predictable mappings, solid error handling, and clear logging so you always know which refunds have been processed.
Can you confirm your present flow for invoices and credits? For example, Shopify orders are created, then Xpressifi creates an invoice in InvoiceXpress then refunds are handled manually in InvoiceXpress.
Which events should generate credit notes? Standard Shopify refunds, Loop Returns flows, order cancellations, and any others, such as partial item returns or shipping only refunds.
For each credit note, what fields must match Shopify exactly? Line items, quantities, discounts, taxes, shipping, notes, or only totals. Do you have special rules for tax handling or rounding that the integration must respect?
Are there thresholds where a refund should not auto-create a credit note and should instead go to manual review, such as very large amounts or special product types? Do you sell in multiple currencies or tax regions that require different handling in InvoiceXpress?
Roughly how many orders and refunds do you process per month? This helps size the scenario design, scheduling, and logging so the solution stays stable as you scale.
Can you provide a test InvoiceXpress account or sandbox, plus a test Shopify store or sample data, or should we work directly in production with safeguards?
I’ll wait for your reply. Thanks!
Hello @Alex_Stojanovic! We have built similar refund and credit-note automation flows before, one for a Shopify store that needed automatic credit memos generated inside QuickBooks, and another for a fashion retailer, where we integrated Shopify refunds with their local invoicing system (functionally very close to InvoiceXpress).
In both projects, we captured refund and return events directly from Shopify’s webhooks (including partial refunds and Loop Returns), mapped that data to the invoicing platform, and generated the correct credit note automatically with proper line-item, tax, and invoice references.
We can implement this for your store to help you automate credit note creation whenever a refund or return is processed in Shopify. Let’s connect over a meeting to discuss this in further detail.
Pick a slot using this link: Calendly
Looking forward to connecting with you!
Best,
Moby
