# Merchantry Help Center — Full Content

This file is a flat-text index of every public page on
help.merchantry.dev, intended for LLM crawlers and AI assistants
that prefer a single long-context document over crawling individual
HTML pages.

Last updated: 2026-07-29

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PAGE: https://help.merchantry.dev/
TITLE: Help Center — Merchantry Shopify Apps Documentation
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Merchantry Help Center is the entry point to documentation for all
Merchantry Shopify apps. From here you can choose:

- ContactBooks Pro documentation: https://help.merchantry.dev/contactbooks-pro/
- Store Guard documentation: https://help.merchantry.dev/storeguard/

If you can't find what you're looking for, contact
support@merchantry.dev or use the web form at
https://help.merchantry.dev/#contact.

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PAGE: https://help.merchantry.dev/contactbooks-pro/
TITLE: ContactBooks Pro Help & Documentation — Merchantry
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ContactBooks Pro turns Shopify orders into invoices, credit notes,
packing slips, and receipts, on your own templates, with your own
company details, carrying your own invoice number instead of the
Shopify order number. It keeps independent numbering sequences for
invoices, draft orders, and credit notes, a template editor per
document type, and company profiles with logo and tax number. It also
holds the customer record behind every document: contacts, addresses,
Additional Customer Fields, store credit, tax exemptions, marketing
consent, and login tracking, synced with Shopify in real time.

The FAQ below is organised in six sections: invoices and documents,
invoice numbering, templates and branding, customers and companies,
data and operations, setup and policies.

## FAQ — Invoices and documents

Q: What is ContactBooks Pro?
A: An invoicing and order document app for Shopify. Invoices, credit
notes, packing slips, and receipts from any order, on your own
templates and your own numbering, plus the customer record behind
every document (contacts, addresses, Additional Customer Fields,
store credit, tax exemptions, marketing consent, login tracking).

Q: Which documents can I create?
A: Five types. From an order: invoice, credit note, packing slip,
receipt. From a draft order: draft order document and packing slip.
Each type has its own template, so a packing slip can hide prices
while the invoice carries full tax detail.

Q: How do I create an invoice for an order?
A: Go to Orders in the app (draft orders have their own tab), open
the order, pick the document type, check the preview, use Quick edit
if that one document needs different wording, then print or download
the PDF.

Q: Can I print documents or download them as PDF?
A: Both. Print through the browser from the order page, or download a
PDF rendered at A4. Receipts use a narrow thermal theme sized for till
printers rather than A4.

Q: Can I change one document without changing the template?
A: Yes, with Quick edit. Adjust wording on a single document right
before printing (a one-off note, a corrected line). The template every
other order uses stays untouched.

Q: What else can I put on a document?
A: An order barcode for warehouse scanning, a QR code pointing at any
URL you set, and a second page of your own for terms, return
instructions, or other customer-facing text.

Q: Can I create documents for draft orders?
A: Yes. Draft orders have their own document type and their own
numbering sequence, and a packing slip can be printed from a draft.
Useful when paperwork goes out before the order is paid.

## FAQ — Invoice numbering

Q: Why can't I use the Shopify order number as an invoice number?
A: A Shopify order number follows a format you don't control, never
resets for a new financial year, and counts orders you may never
invoice. Tax authorities and accountants generally expect a sequence
in a format you define, so the app keeps its own sequences alongside
Shopify's order numbers.

Q: How do I set up invoice numbering?
A: In the invoice numbering settings, configure each sequence: prefix
and suffix (e.g. INV-2026-), start number, zero padding (e.g.
INV-000123), and reset period (yearly, monthly, never). Invoices,
draft orders, and credit notes have independent sequences, so a refund
never consumes an invoice number.

Q: When does an order get its number?
A: You choose the trigger: order created, paid, or fulfilled. Draft
orders are numbered when the draft is created, credit notes when a
refund is made. Assignment is idempotent, so an order never picks up
two numbers, and previewing a template never consumes one because
numbers are assigned on the server.

Q: Can I keep some orders out of the sequence?
A: Yes. Exclude point of sale orders, and set a start date so orders
placed before numbering was switched on stay out of the sequence.

Q: Can I correct or reset a sequence?
A: Yes. Set the next number by hand to match an existing book, release
a number you no longer need so it returns to the sequence, or erase a
sequence and start again.

Q: Where is the invoice number stored?
A: Written back onto the Shopify order as a metafield, under a
namespace and key you choose, so exports, other apps, and accounting
tooling can read it without going through ContactBooks Pro.

## FAQ — Templates and branding

Q: How do I customise a document template?
A: Each document type has its own editor. Line item columns: SKU,
vendor, HS code, country of origin, barcode, weight, unit and total
price, per-line tax, tax-exclusive prices, discounts, comments, reason
codes, product images, variant layout. Totals: subtotal, discounts,
shipping, duties, tips, gift card payments, refunds, total paid,
amount due. Order and customer blocks: order number and date, issue
and due dates, payment method, terms and status, purchase order
number, tracking number, shipping company, bill-to and ship-to.

Q: Can I change the labels, fonts, and colours?
A: Yes. Every heading and label is editable, and fonts, sizes,
colours, and logo width are configurable.

Q: How does tax appear on the document?
A: Per rate or combined into one line, with tax-exclusive totals
alongside gross figures, duties for cross-border orders, and the
customer's tax number (from Additional Customer Fields or a company
location) printed on the document.

Q: How do I put my company details on documents?
A: Company profiles hold the sender identity: name, address, tax
number, email, phone, website, logo. Keep several if you invoice under
more than one entity, pull them from Shopify locations and keep them
in sync, then choose which profile each template uses.

Q: Can documents follow local formats or another language?
A: Yes. Date, time, currency, decimal, and weight formats per
document, address formats per country, and line items printed in a
translation locale you choose. With editable labels, the whole
document can be issued in the customer's language.

## FAQ — Customers and companies

Q: How do I add a new contact?
A: Go to the Contacts page, click Add Contact, fill in First Name,
Last Name, and Phone (required), optionally add email, tags, notes,
and address information, then Save.

Q: Can I sync contacts with Shopify customers?
A: Yes. When adding or editing a contact, enable Sync to Shopify. That
creates or updates the matching Shopify customer record, which is what
lets the contact's details reach an order and its documents. A valid
email address is required because Shopify uses email as the unique
customer identifier.

Q: How do I browse and edit Shopify customers?
A: Go to Settings and enable Display Shopify Customers. They appear
in your contacts list with a Shopify indicator, and you can edit
addresses, store credit, Additional Customer Fields, and marketing
consent. Changes push back to Shopify automatically.

Q: How do I manage contact addresses?
A: Each contact can have multiple addresses. Open the contact, scroll
to Addresses, click Add Address. One can be the default. Fields:
Company, Street, City, Province, Country, ZIP, with provinces and
phone codes per country. The contact address fills the bill-to and
ship-to blocks on a document.

Q: How do I search and filter contacts?
A: Search by first/last name, email, phone, tags, or notes content.
Results update as you type.

Q: What are Additional Customer Fields?
A: Birthdate, Gender, Job Title, and Tax ID, stored on the Shopify
customer. Configured automatically on first run, visible in Shopify
Admin, included in CSV exports. The Tax ID is what prints on invoices
and credit notes.

Q: How do I handle tax exemptions?
A: Record exemptions on contacts, Shopify customers, and company
locations, using the exemption lists Shopify publishes for Canada, the
United States, and the European Union. Status is pushed to Shopify for
synced contacts, and changes in Shopify Admin sync back.

Q: How do I manage store credit?
A: For Shopify-synced contacts: add credit in any currency the store
has enabled with an optional expiry date, deduct credit (cannot go
below zero), toggle the customer notification email, and view the full
transaction log with timestamps and expired credits marked.

Q: Can I work with B2B companies?
A: Yes. Browse Shopify companies, their locations, and their company
contacts, keep tax numbers and exemptions on the location, and put the
company details on the document instead of a personal address.

Q: How do I manage marketing consent?
A: Email Marketing and SMS Marketing toggles per contact. Synced to
Shopify for synced contacts. Consent changes in Shopify Admin sync
back automatically. Included in CSV imports/exports.

Q: How does login tracking work?
A: Each customer login on your storefront is recorded with timestamp.
The app tracks total login count, first login date, and most recent
login date per customer. An analytics dashboard shows trends, charts,
and totals with date-range filtering.

## FAQ — Data and operations

Q: How do I import contacts from a CSV file?
A: Go to Contacts > Import, download the template to see the format,
prepare a CSV with First Name, Last Name, Email, Phone, Company,
Address, Tags, and marketing consent columns, then upload. Large
files run in the background. The format is Shopify-compatible.

Q: What is the CSV format for importing?
A: Required: First Name, Last Name, Email. Phone with country code
(e.g., +1234567890). Optional: Company, Address1, City, Province Code,
Country Code, Zip, Tags (comma-separated, e.g. "vip, wholesale"),
Accepts Email Marketing (yes/no), Accepts SMS Marketing (yes/no).

Q: How do I export my contacts?
A: Go to Contacts, optionally search/filter, click Export. A CSV file
with all contact data, including Additional Customer Fields,
downloads. Opens in Excel or Google Sheets.

Q: What are bulk operations?
A: Multi-contact actions: Bulk Delete, Bulk Tag Add, Bulk Tag Remove.
Long-running batches run in the background, can be cancelled, and the
Bulk Operations page keeps the history with a downloadable result per
operation.

Q: Is there a limit to how many Shopify customers I can browse?
A: No 1,000-customer cap. Navigate the entire customer list forward
and backward. Page position resets when you change search or filter.

Q: How does automatic sync with Shopify work?
A: Customer updates, deletes, tag changes, and marketing consent
changes in Shopify Admin all appear in the app in real time, and new
orders and refunds feed document creation and invoice numbering. Set
up automatically on install.

Q: What is the activity log?
A: Records contact created/updated/deleted events, import/export, and
bulk operations with timestamps, status badges, and item counts.
Paginated. Click View Details on bulk entries for full progress.

Q: How do I use the dashboard?
A: Overview Cards (total contacts, App Database vs Shopify), Tag Cloud
(top 10 tags, click to filter), Latest Contacts (5 most recent),
Recent Activities (latest 5 log entries), rotating Pro Tips.

## FAQ — Setup and policies

Q: What happens during app installation?
A: Authorization grants Shopify access. Sync and the Additional
Customer Fields are configured automatically. A welcome page shows
setup guidance and a welcome email confirms installation. To start
issuing documents: set up a company profile, adjust the templates you
plan to use, turn on numbering and choose its trigger.

Q: Why is the app asking me to reconnect?
A: Installs from before the document features shipped need one
reconnect. Producing documents requires a few extra Shopify read
permissions that older access tokens don't carry. One click, and no
data is lost.

Q: How do I configure app settings?
A: Company profiles, document templates, and invoice numbering
(sequences, triggers, exclusions, metafield namespace and key), plus
Display Shopify Customers toggle, Contacts Per Page (25/50/100), and a
Danger Zone to delete all app contacts or all Shopify customers
(background with progress tracker).

Q: Can I use ContactBooks Pro with multiple stores?
A: Yes. Install on each store separately. Each store gets its own data
space, including its own numbering sequences, templates, and company
profiles. Stores are isolated and heavy operations on one don't affect
another.

Q: What GDPR features does ContactBooks Pro support?
A: All three mandatory Shopify webhooks: Customer Data Request returns
all stored information; Customer Data Erasure permanently deletes all
customer data including store credit and activity logs; Shop Data
Erasure removes everything for your shop on uninstall or GDPR request.
Documents are generated on demand rather than stockpiled.

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PAGE: https://help.merchantry.dev/storeguard/
TITLE: Store Guard Help — Shopify Fraud Protection by Merchantry
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Store Guard is a fraud protection and store security app for Shopify.
It watches every visitor, customer, and order, scores risk in real
time (0–100), and lets you block traffic before it turns into a
problem. Built on three signals: IP intelligence (geolocation, VPN,
proxy, threat history), customer history (order patterns, chargebacks,
repeat offences), and a customisable rule engine. Currently in private
testing.

## FAQ

Q: What is Store Guard?
A: A fraud protection app for Shopify with real-time risk scoring,
IP intelligence, customer-history signals, and a customisable rule
engine. Stops bad orders before fulfilment.

Q: When will Store Guard be available?
A: In private testing now, heading to the Shopify App Store. To be
notified at launch or join early access, contact us through the help
center form.

Q: What kind of fraud will Store Guard catch?
A: Stolen-card orders from VPN/proxy/known-bad IPs; customers with
high cancellation, refund, or chargeback rates; orders from countries
you don't ship to; repeat offenders under different names/emails;
disposable email domains; billing/shipping address mismatches; bot
and credential-stuffing checkout attempts.

Q: How does Store Guard decide a visitor or order is risky?
A: Risk score 0–100 with transparent factor breakdown (no black box).
Use the score directly, customise thresholds (low/medium/high/critical),
or build your own rules (e.g. "block if order > $500 from a VPN" or
"flag if cancellation rate > 30%").

Q: Will Store Guard block real customers by mistake?
A: Three safeguards: Test mode (rules log-only first), sensitivity
presets (Low/Medium/High), and a manual review queue. Every blocked
checkout shows a clear reason so legitimate customers can contact you.

Q: Will it slow down my storefront or checkout?
A: No. Storefront tracker runs asynchronously and never blocks
rendering. Checkout validation runs in parallel with Shopify checkout
in under 200 ms and is fail-open: if our service is unreachable,
checkout still completes.

Q: Is Store Guard GDPR compliant? What data do you collect?
A: Yes. Implements the three Shopify GDPR webhooks
(customers/data_request, customers/redact, shop/redact). Customer
data export goes to the shop contact email; redact strips PII (IP
address, geolocation) from associated orders before deleting the
customer record. We collect only what's needed for fraud detection
and never sell, share, or repurpose your data.

Q: Will there be a free plan?
A: Yes. Free plan: visitor tracking, country/IP/customer blocking,
basic rules, daily fraud digest, up to 500 orders/month. Paid plans
(Pro and Business) add VPN/proxy/threat detection, advanced rule
actions, real-time alerts, checkout-time validation, and higher order
limits. Free trial included on every paid plan.

Q: Will Store Guard work alongside other apps and my existing fraud
   tools?
A: Yes. Adds a tag and risk-score note to each order so 3PLs,
fulfilment apps, and accounting integrations keep working. Runs
alongside Shopify's own fraud analysis for finer-grained control.

Q: What languages and currencies will be supported?
A: Admin UI in English at launch, with more languages planned.
Checkout extension localised to your shop's locale. Risk scoring is
currency-agnostic.

Q: Do I need a developer to install it?
A: No. One-click install from the Shopify App Store. Three-step setup
wizard: pick sensitivity preset, enable storefront tracker in your
theme, done. No code changes.

Q: How can I follow updates or join the early access list?
A: Use the contact form on the Store Guard help page, pick Store Guard
Support as the topic, tell us about your store.

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