iDoklad for Shopify

Settings & Documentation

Connection

Triggers

Imported orders (for example, from a CSV file) work the same way as explained below. Please, note that you must add customer to the order to trigger documents.

You can configure what document (available documents are shown on the screenshot below) you want to create and exactly when (on what trigger). You can also check "Send the document in email to customer" in order to send the generated document to the customer. You can also disable it anytime. The triggers:

Trigger 1 » When order is paid

The document using this trigger will be created, IF a paid order is created  (or imported) OR an unpaid order is set to paid 

Trigger 2 » When any order is created 

The document using this trigger will be created, IF any type of order is created (or imported)

Trigger 3 » When unpaid order is created

The document using this trigger will be created, IF an unpaid order is created (or imported)

Trigger 4 » When order is fulfilled

The document using this trigger will be created, IF a fulfilled order is created  (or imported) OR an unfulfilled order is set to fulfilled 

Trigger 5 » Never 

The document using this trigger will never be created

Content

Default document language

We aim to automatically select the language based on the customer’s country. If we can’t determine it, we use this.

Example – The country on the customer billing address is Poland, so the app tries to create the document in Polish, but since there is not Polish option in the dropdown list, the app uses the default value, which is German here.

Unit

Any text entered here will appear on the document for each item. If left blank, no unit name will be included on the invoice.

Example – If you enter “pc” here, you will see this unit name in every document item

Description of document

This text will be shown as a description of the document in iDoklad. You can use this merge tag: {{order_number}}

Example: if you write “This order is from XY Webshop, order number: {{order_number}}” this will be the description of your document, shown on your iDoklad dashboard. Additionally, you can use this description when composing the email that is sent to to the customer

Variable symbol

Choose a variable symbol to be included on your documents. It will be shown on the generated document. 

Example – If you choose Order number here, your order number (e.g.: #2134) will be shown on your documents.

Order cancelation

You have the flexibility to decide the outcome when you cancel an order in Shopify.

Options:

• No canceling or deletion
• Create a credit note in iDoklad
• Delete the document in iDoklad

OSS forwarding

When turned on, documents for orders in the EU, except from your store’s country, will be labeled ‘OSS’ in iDoklad.

To display the OSS label on your documents, you need to complete the following steps:

1. Please note that you need to configure your tax settings in Shopify first. There, you can determine if the OSS is the appropriate tax regime for your business.
2. OSS forwarding is Turned on in Shopify Admin: Log in to Shopify Admin » Apps » iDoklad | Integration » Settings » OSS forwarding » Turned on
3. OSS mode is enabled in your iDoklad account: Log in to iDoklad » Settings » Company » Accounting information » OSS mode » Enable
4. Your Shopify store’s country code in the billing information (Settings » Billing information) is different from the country code of the customer’s billing address (which corresponds to the delivery address).
5. Please note that your store’s country must match your company’s country in iDoklad for proper functionality.

Collect VAT ID

When turned on, the customer’s entered VAT ID will be shown on all created documents » “Address line 2” changes to “VAT ID” in the backend side, so any value entered in that field will be shown on your created documents.

After saving it here, to change the label and placeholder of this field from “Address line 2” to VAT/DIC, etc. » Follow these instructions

Bank account

You can create and edit your bank accounts in your iDoklad account. If no bank account is selected, no bank account information will be shown on the created document. If you don’t see your account in this list, click “Refresh list now” and wait a little. 

Your selected bank account will be shown on your created documents.

Comment (Note for you)

This text will be shown in the comment section of your created document as a private note. You can use this merge tag: {{order_number}}

Numbering sequences

By default we use your iDoklad default numbering sequence, but you can override that by choosing another option here. Click ‘Refresh list now’ button to see the latest list from iDoklad settings 

Content parameters not listed above – that you can’t configure on your dashboard – work like this:

• VAT » We use Shopify order data and your Shopify VAT settings
• Currency » We use Shopify order data
• Constant symbol » We use iDoklad default settings
• Discount » We use Shopify order data and show that discount on the documents
• Due date » We use your iDoklad default invoice’s due date setting
• Shipping fee » We use the shipping fee within the Shopify order
• Email template » You can configure the content within iDoklad
• Payment method » We aim to automatically select the payment method based on the Shopify order data. If we can’t determine it, we use your default payment method in iDoklad