We offer great flexibility, allowing you to customize many details of your generated documents. Let us know via chat if you need any additional featuresβwe're happy to help! π
β Default document language
We aim to automatically select the language based on the customer's billing country.
Example
Let's say that the country on the customer billing address is Poland, so the app tries to create the document in Polish, but if there is not Polish option in iDoklad, the app uses your default value when generating, which is Czech:
β 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" on the app dashboard:
Within iDoklad you will see this unit name at every document item:
β Description of document
This text will be shown as a description of the document in iDoklad. You can use this merge tags: {{order_number}}, {{order_id}}.
Additionally, you can use this description when composing the email that is sent to to the customer.
Example
If you enter 'Order number: {{order_number}}' on the app dashboard:
Within iDoklad you will see this:
β Variable symbol
Choose a variable symbol to be included on your documents. It will be shown on the generated document. If you choose 'None', your variable symbol field will be empty.
Available options:
None
Order number
Order ID
Example
If you choose 'Order number' on the app dashboard:
Within iDoklad you will see this:
β Bank account
You can create and edit your bank accounts in your iDoklad account. If you don't see your account in this list, click 'Refresh list now' and wait a little. Your selected bank account details will be shown on your created documents.
If no bank account is selected, no bank account information will be shown on the created document:
β Comment
This text will be shown in the comment section of your created document as a private note, so your customer will not see this. You can use this merge tags: {{order_number}}, {{order_id}}
Example
If you enter 'Shopify order number is {{order_number}}' on the app dashboard:
It does not appear on the document itself, but it appears in the document details as Note for me.
β Numbering sequences
π To sync your document numbering with your Shopify order number, the only working solution is to manually align the numbering sequence in your invoicing system: Go to Settings β Sale β Numbering and adjust the Serial number ({NNNN}) so it continues from your latest Shopify order. This ensures that future documents match your Shopify order numbers as closely as possible.
β
Since the iDoklad platform does not provide a merge tag that automatically takes over the Shopify Order ID, a 100% automatic synchronization is not technically possible. This manual adjustment ensures that future documents match your Shopify order numbers as closely as possible.
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. If you do not see the list, try to refresh again, wait a little and you will see the list.
Example
First, within iDoklad, manage your numbering sequences and Save them:
On the app dashboard, click 'Refresh list now' and choose this numbering sequence:
Within iDoklad you will see this, documents are numbered based on your settings:
β OSS forwarding
When turned on, documents for orders in the EU, except from your store's country, will be labeled 'OSS' in iDoklad
β Behavior of the 'Address Line 2' field
The data entered by the buyer in the 'Address Line 2' field during checkout can be transferred automatically to iDoklad as either a VAT ID (DIΔ) or Company ID (IΔO). If you choose 'Default', address line 2 will work like a standard way, as additional address information field.
Example
If you choose 'Collect VAT ID' on the app dashboard:
Within iDoklad you will see this under customer's data:
βΉοΈ Additionals
Content parameters not listed above β that you can't configure on your dashboard β work like this:
Tax logic
Please note that our app always works based on your Shopify order data, your Shopify tax settings, and the invoicing system settings.
The exact configuration of Shopify and your invoicing system (e.g. VAT rules, OSS, exemptions, etc.) can be very specific to your business and country. For this reason, we strongly recommend involving a tax advisor or accountant to make sure everything is set up correctly and fully compliant.
OSS logic
On the iDoklad document, OSS mode is shown in the document details. OSS applies when all of these conditions are met:
Shopify order conditions
The order is B2C.
The order fulfillment location country is different from the order shipping address country.
The shipping address country is in the EU.
iDoklad condition
OSS mode must be enabled in iDoklad: Settings β Company β Accounting information β OSS mode β Enabled
App condition
OSS forwarding must be enabled in the app.
OSS limitation: OSS cannot be applied on Proforma documents, even if all OSS conditions are met.
Reverse Charge logic
On the iDoklad document, iDokladβs automatic Reverse Charge tax text is shown.
VAT rate: 0
Reverse Charge applies when all of these Shopify order conditions are met:
The order is B2B.
The order fulfillment location country is different from the order shipping address country.
The shipping address country is in the EU.
The Shopify customer has this tax exemption: Customer β Tax details β Tax exemptions β Reverse Charge (EU/UK).
B2C and B2B logic
B2C: there is no value in the customer VAT number field.
B2B: there is a value in the customer VAT number field.
Order tax exempt
In Shopify, this is controlled on order level:
Payment β Charge taxes β Uncheck
If the Shopify order is tax exempt, all items on the iDoklad document use VAT rate 0.
Product tax exempt
In Shopify, this is controlled on product level:
Product β Price β Charge tax on this product β Uncheck
If a product is tax exempt, that product line uses VAT rate 0 on the iDoklad document.
Customer tax exempt
In Shopify, this is controlled on customer level:
Customer β Tax details β Donβt collect tax β Check
If the customer is tax exempt, all items on the iDoklad document use VAT rate 0.
iDoklad tax limitations
Proforma creation in OSS mode is not supported outside SK or CZ legislation. This means the Proforma can still be created, but the correct local VAT rates only work for SK and CZ. For example, if you create a Proforma for Italy, the content may not be correct.
Italy 5% VAT rate is not supported. If this VAT rate is needed, iDoklad returns an error.
Important iDoklad limitation: iDoklad checks the Billing address, not the Shipping address.
Discounts
Discounts are based on Shopify order data.
The discount name on the document is:
the discount title, if available otherwise the discount cod
If more than one discount is applied to the same item, for example item-level and order-level discounts, the discount names are shown separated by commas.
Discounts Β» Free shipping
For free shipping, the app creates a new item on the document with a value of 0.
Discounts Β» % or fixed amount discounts
If a percentage or fixed amount discount is added at item level or order level, it appears as a new item with a negative amount.
On Proforma documents, the discount is shown as a separate line.
On other documents, the discount is added to the affected item line.
Shipping address on the document
The shipping address is not shown on the iDoklad document.
Currency
The document is created in the Shopify order presentment currency.
This means the app uses the currency the customer used at checkout.
Important limitation: iDoklad does not support every currency.
If Shopify sends a currency that is not available in iDoklad, document creation fails with error code 4-23.
Paid status syncing
If a Shopify order is created as paid, or later updated to paid, the related document in iDoklad is also marked as paid.
This works in one direction only:
Shopify β iDoklad
It does not work in the opposite direction:
iDoklad β Shopify
So if you mark a document as paid in iDoklad, the Shopify order will not be updated by the app.
Dates
Issue date:
The issue date is the day the document is created.
Delivery date:
For iDoklad, this is the same as the issue date.
Due date:
The due date comes from the default invoice settings in iDoklad.
Date of Payment:
If the order is already paid when the document is created, Date of Payment is the same as the issue date.
If the order is not paid yet, Date of Payment is the date when the order is later marked as paid.
Date of VAT Application:
This is the same as the issue date.
Dates on Credit notes:
Issue date: the day the credit note is created
Delivery date: the day the credit note is created
Due date: comes from the default credit note settings in iDoklad
Document template
You can create template variants in iDoklad.
The app uses the selected / available iDoklad template variant when creating the document.
Email template
Email text can be configured in iDoklad.
Payment method
The app reads the payment method from the Shopify order and tries to match it with an available iDoklad payment method.
If the app cannot match it, it uses the default value.
For iDoklad, the default payment method is set by the user.
The app also keeps a mapping list for Shopify payment methods that iDoklad would not accept by default. When a payment method is added to this list, the app maps it correctly instead of falling back to the default value.
Constant symbol
We use iDoklad default settings. You can change it within iDoklad Β» Settings Β» Sale
Contact database behavior
iDoklad has a Contact database.
The app uses the Shopify order email address to check whether the Contact already exists in iDoklad.
If the Contact exists
The app updates the Contact and sends all available data.
If required billing data is missing from the Billing address, the app uses the available Shopify Customer data instead.
If the Contact does not exist
The app creates a new Contact and sends all available data.
If required billing data is missing from the Billing address, the app uses the available Shopify Customer data instead.
The shipping address sent by the app is named Shopify.
It is always set as the Default address for the incoming address.
POS orders without customer data
If there is no customer data, the app creates a document only for POS orders.
If no Contact name is available, the app uses the email address as the Contact name.
If there is no email address either, the app uses Shopify POS as the Contact name.