Invoicing
Where customers can request an invoice
Turn the app on or off, and choose where the invoice request shows: online store, Thank you page, customer account, POS and the order page in your admin.
Customers and staff can add invoice details in five places. You control all of them in Settings > App status.
App status
The App status card is at the top of Settings.
- On. Invoices are issued and the storefront, checkout and POS forms are shown.
- Off. No invoices are issued and every invoice request form is hidden. Settings and issued invoices are kept.
Click Turn off or Turn on to switch. While the app is on, use the switches under Show invoice request on to choose each place:
| Switch | Where it shows |
|---|---|
| Online store | The invoice request form on your cart page, cart drawer and Buy now popup. See Add the invoice request form to your store. |
| Checkout thank-you page | A VAT invoice block on the Thank you page after checkout. |
| Customer account order page | A VAT invoice block on the order status page in the customer account. |
| POS | A VAT invoice tile on your POS home screen. |
| Admin order page | Invoice details on the order page in your Shopify admin. |
Thank you page and order status page
Customers who forgot to ask before checkout can still request an invoice here. They click Request VAT invoice, choose Company or Personal, and click Send.
Add the blocks once:
- In your Shopify admin, go to Settings > Checkout and click Customize.
- In the page selector, choose Thank you. Click Add block and select VAT invoice (Thank you) under Apps. Click Save.
- Choose Order status. Click Add block and select VAT invoice (Order status). Click Save.
What customers see:
- If you set Wait before issuing in Automation, the block shows the time they need to ask before.
- After they send a request, the block shows Invoice requested and the email the invoice goes to.
- Once the invoice is issued, the block shows Issued.
- If your store issues an invoice for every order automatically and right away, the block says so instead of showing the form.
Requests sent here are issued only when Include requests sent after checkout is on in Automation.
If a customer sends details after the invoice was already issued, the invoice on Invoices is marked: The customer asked for a VAT invoice after this one was issued. Replace it on your provider site.
POS
- On your POS device, add the VAT invoice tile to the home screen.
- During a sale, tap the tile, fill in the company or personal details and tap Add to cart.
- The tile shows Invoice details added. Tap Remove invoice details to clear them.
POS orders with invoice details are issued even when Skip POS orders is on.
Admin order page
To add or fix a customer's invoice details:
- Open the order in your Shopify admin.
- Click More actions > Invoice details.
- Fill in the details and click Save. The invoice is issued based on your settings.
Click Remove request to remove the details. If the order already has an invoice, replace it on your provider site.