Invoice Sync History — Shopify

Accessing the Sync History Page

Part 1: Viewing Invoice Sync History

Page Header

The page header shows the following breadcrumb trail: Synchronization History → Invoice Sync History. Clicking “Synchronization History” takes you back to the main system ↔ Shopify sync page.

A “Sync New Order” button is also available in the header.

List Columns

The sync history list includes the following columns:

• Invoice No.: Shows the invoice code in Daftra and the order number in Shopify. Click the invoice code to open the invoice in Daftra, or click the order number to open the order in Shopify.
• Invoice Type: Shows the type of the synced document — Invoice or Refund.
• Sync Date: Shows the date the invoice was synced, whether the sync succeeded or failed.
• Value: Shows the total value of the invoice, including taxes and discounts.
• Failure Reason: Shows the reason a sync attempt failed. If the reason exceeds 40 characters, it is truncated in the cell — hover over it to see the full text.
• Status: Shows the outcome of the sync — Success or Failed.

If the same invoice or order has multiple sync records (for example, a failed attempt followed by a successful one), only the successful record is shown in the list.

The list has an empty state when no records exist, and is paginated at 20 records per page.

Row Actions

Each record shows two action icons, with a tooltip appearing on hover:

• Resync: Re-attempts the sync for a record after you’ve fixed the issue causing the failure. After clicking, a message appears showing the result:
  • On success: “Invoice Synced Successfully.”
  • On failure: “Invoice Sync Failed.”
  • The failure reason and status columns update accordingly.
• View: Opens the invoice page.

Part 2: Syncing a New Order

You can manually sync a specific order from Shopify to the system using its order number or reference number.

1. From the Invoice Sync History page, click “Sync New Order.“
2. A popup appears with the message: “Enter Order Number/Reference Number from Shopify.”
3. Enter the order number or reference number(s) in the text field (required). You can enter up to 100 numbers, each on a new line, to sync multiple orders at once. Leaving it empty shows: “Required.”
4. Click “Sync” to proceed, or “Cancel” to close the popup without syncing.

What Happens After Syncing

• All invoice records under the entered order number are synced (invoice, refund, etc.).
• If an order has more than one invoice and one of them was already synced, that invoice is not re-synced.
• Orders with several invoices appear as separate records in the sync history list — same order number, different invoice codes.
• A result appears for each entry:
  • “Success” if the sync completed.
  • “Failed” if a failure reason applies.
  • “Record Not Found” if the entered number does not match any order in your Shopify account.
• Results appear in the sync history page as with any other sync record.

Part 3: Filtering Sync History

You can filter and search the invoice sync history list to quickly locate a specific record for validation.

1. From the Invoice Sync History page, fill in the needed filters in the “Search & Filters” section.
2. Click “Apply.”
3. Review the search and filter results.

Available Filters

• Search by Order Number: Text field to search by the order number from Shopify. Note that a single order number may return several records if that order has more than one synced invoice.
• Search by Invoice Code: Text field to search by the invoice number in the system. This only returns invoices that were synced from Shopify.
• Status: Dropdown with options All, Success, Failed. Defaults to All.
• Invoice Type: Multi-select dropdown with options All, Invoice, Refund. Defaults to All.
• Sync Date: Date range picker. Defaults to the past month from today.

Click “Reset” to return all filter fields to their default values.