Invoicing merchants and getting paid

After you agree to the scope of work with the merchant, you need to agree upon how you'll be paid for the work: either at an hourly rate, or at a fixed price. Within the Experts Marketplace, Experts are required to use Shopify’s invoicing tool whenever possible. Before you send the merchant an invoice you should have an agreement around the milestones, scope and payment schedule. For the best merchant experience, you should break up larger payments into multiple payments based on key milestones. For instance with a small project you might opt to do, 50% upfront and 50% afterwards.

When you come to an agreement, you can create an invoice to send to the merchant from the job's page in your Partner Dashboard.

An image that shows the Create invoice button

Include as much detail as possible in each line item. For each line item, you can include the specifics of the work done or time spent on the task, and whether it’s fixed price or an hourly rate.

Before sending the invoice, be sure to add the appropriate tax. The tax you need to charge will be based on your location relative to the merchant (for example, Experts with registered businesses in Canada need to charge HST tax to Canadian merchants). Please consult your local tax authority when in doubt, because you are responsible for charging the correct tax to the merchant.

After the merchant receives the invoice, they can authorize the payment from the Shopify admin and pay using the existing payment method on file. As Shopify expands the various types of payment methods available to merchants, they will be able to make use of those methods to pay for Expert invoices as well. After the merchant has paid the invoice, you will receive a notification and will receive the payment minus the 10% commission fee as part of your next partner payout. The 10% commission fee reflects fair exchange of value for investment in helping to reduce a partner’s marketing and operational costs of finding and working with clients.