Skip to main content

Content

Customize your generated iDoklad documents

You can customize many details of your documents. Need something that isn't here? Tell us in the chat. 😊

✅ Default document language

We pick the language from the customer's billing country.

Example

For example, the billing country is Poland, so the app tries to create the document in Polish. If iDoklad has no Polish option, it uses your default language (here: Czech):

✅ Unit

This text appears on the document for every item. Leave it blank for no unit.

Example

If you enter "PC" in the app:

In iDoklad every item shows this unit:

✅ Description of document

This text is the document's description in iDoklad. You can use these tags: {{order_number}}, {{order_id}}.

You can also use it in the email sent to the customer.

Example

If you enter 'Order number: {{order_number}}' in the app:

In iDoklad you see this:

✅ Variable symbol

Choose what goes into the variable symbol on your documents. 'None' leaves it empty.

Options:

  1. None

  2. Order number

  3. Order ID

Example

If you choose 'Order number' in the app:

In iDoklad you see this:

✅ Bank account

Manage your bank accounts in iDoklad. If yours isn't in the list, click 'Refresh list now' and wait a moment. The selected account appears on your documents.

With no bank account selected, the document shows no bank details:

✅ Comment

This text goes into the comment section of the document as a private note, so your customer doesn't see it. You can use these tags: {{order_number}}, {{order_id}}

Example

If you enter 'Shopify order number is {{order_number}}' in the app:

It doesn't appear on the document, only in the document details as Note for me.

✅ Numbering sequences

🔄 To keep your document numbers in line with your Shopify order numbers, set the numbering by hand in your invoicing system: Settings → Sale → Numbering, and set the serial number ({NNNN}) to continue from your latest Shopify order.
​
​iDoklad has no tag for the Shopify order ID, so fully automatic syncing isn't possible.

By default we use your iDoklad default numbering. You can choose another one here.

Click 'Refresh list now' to load the latest list from iDoklad. If it's empty, wait a moment and refresh again.

Example

First, set up and save your numbering sequences in iDoklad:

In the app, click 'Refresh list now' and choose the sequence:

In iDoklad, documents are numbered by your settings:

✅ OSS forwarding

When it's on, documents for EU orders outside your store's country are marked 'OSS' in iDoklad.

✅ Behavior of the 'Address Line 2' field

What the buyer types into 'Address Line 2' at checkout can be sent to iDoklad as a VAT ID (DIČ) or Company ID (IČO). With 'Default', Address Line 2 stays a normal extra address line.

Example

If you choose 'Collect VAT ID' in the app:

In iDoklad you see this in the customer's data:

✅ SKU on documents

In Shopify every product variant can have an SKU (for example, SKU001). Under Settings » Content » SKU on documents you choose how it shows in the line items:

  • No SKU (Product name only) — on the document: Product Name

  • Product name + SKU — on the document: Product Name SKU001

  • SKU only — on the document: SKU001

Default: No SKU (Product name only).

📷 [IMAGE: iDoklad app » Settings » Content: the “SKU on documents” dropdown and the product code checkbox under it]

Send the SKU to iDoklad’s product code field

Under the dropdown is the Send SKU to iDoklad’s product code field checkbox, ticked by default. The SKU then also goes into iDoklad’s product code field (Kód) on every product line. Untick it to leave that field empty.

You can combine the two settings, for example Product name + SKU together with the product code field.

  • The iDoklad code field takes up to 20 characters, so a longer SKU is cut there. The line item name always shows it in full.

  • Sales receipts in iDoklad have no code field, so on receipts only the line item name option works.

📦 Stock sync

Not available in the iDoklad app. The SKU only goes onto the document; stock in iDoklad doesn't change.

Good to know

  • If a product has no SKU in Shopify, only the product name goes on the document.

  • Shipping and discount lines never get an SKU.

  • It applies to every document type the app creates, including credit notes.

  • A change only affects documents created after you save. Issued documents don't change.

✅ Shipping line name on documents

By default, the shipping line gets the shipping method name from the Shopify order. Some carrier apps use a different name on every order (for example, the parcel locker's name), which makes reports hard to read.

Under Settings » Content » Shipping line name on documents you can enter one fixed name, for example Shipping. Every shipping line on every document then gets this name.

📷 [IMAGE: iDoklad app » Settings » Content: the “Shipping line name on documents” field filled in, and the shipping line on a document with that name]

Good to know

  • Leave it blank to keep the shipping method name from the Shopify order.

  • Only the name changes. Price, VAT and quantity stay the same.

  • It applies to every shipping line (including free shipping) and every document type the app creates, including corrections and credit notes.

  • The text isn't translated: it shows exactly as you type it.

  • It applies to documents created after you save, including manual generation. Issued documents don't change.

ℹ️ Additionals

These content settings can't be changed in the app. They work like this:

Tax logic

Our app always works from your Shopify order data, your Shopify tax settings and your invoicing system settings.

Tax setups (VAT rules, OSS, exemptions and so on) depend a lot on your business and country. Please check yours with a tax advisor or accountant.

OSS logic

On the iDoklad document, OSS mode shows in the document details. OSS applies when all of these are true:

  • Shopify order conditions

    • The order is B2C.

    • The fulfillment location country differs from the shipping address country.

    • The shipping address country is in the EU.

  • iDoklad condition

    • OSS mode is on in iDoklad: Settings → Company → Accounting information → OSS mode → Enabled

  • App condition

    • OSS forwarding is on in the app.

OSS limitation: Proforma documents never get OSS, even if all conditions are met.

Reverse Charge logic

The iDoklad document shows iDoklad’s automatic Reverse Charge text.

VAT rate: 0

Reverse Charge applies when all of these are true on the Shopify order:

  1. The order is B2B.

  2. The fulfillment location country is different from the shipping address country.

  3. The shipping address country is in the EU.

  4. The customer has this tax exemption in Shopify: Customer → Tax details → Tax exemptions → Reverse Charge (EU/UK).

B2C and B2B logic

  • B2C: the customer VAT number field is empty.

  • B2B: the customer VAT number field is filled in.

Order tax exempt

  • Set on the order in Shopify:

    • Payment → Charge taxes → Uncheck

  • If the order is tax exempt, every item on the iDoklad document gets VAT rate 0.

Product tax exempt

  • Set on the product in Shopify:

    • Product → Price → Charge tax on this product → Uncheck

  • If a product is tax exempt, its line on the iDoklad document gets VAT rate 0.

Customer tax exempt

  • Set on the customer in Shopify:

    • Customer → Tax details → Don’t collect tax → Check

  • If the customer is tax exempt, every item on the iDoklad document gets VAT rate 0.

iDoklad tax limitations

  • Proformas in OSS mode only work correctly for SK and CZ. You can still create them for other countries, but the local VAT rates may be wrong (for example, for Italy).

  • The Italian 5% VAT rate isn't supported. iDoklad returns an error for it.

  • Important: iDoklad checks the billing address, not the shipping address.

VAT classification

The VAT classification comes from your default VAT classification in iDoklad.

To set it:

  1. Go to Settings → Company → Accounting information

  2. Turn on the VAT classification switch

  3. Select the right value from the list

  4. Click Save

From then on, this VAT classification is used by default.

Discounts

  • Discounts come from the Shopify order.

  • The discount name on the document:

    • the discount title, or the discount code if there's no title

  • If one item has more than one discount (for example, item-level and order-level), the names are listed separated by commas.

Discounts » Free shipping

Free shipping shows as a separate item with a value of 0.

Discounts » % or fixed amount discounts

A percentage or fixed discount, on an item or on the order, shows as a separate item with a negative amount.

On Proformas, the discount is a separate line.

On other documents, the discount is added to the item's line.

Shipping address on the document

The shipping address isn't shown on the iDoklad document.

Currency

  • The document uses the order's presentment currency,

  • the currency the customer paid in at checkout.

  • Limitation: iDoklad doesn't support every currency.

    • If Shopify sends a currency iDoklad doesn't have, the document fails with error code 4-23.

Paid status syncing

  • When a Shopify order is paid (at creation or later), the document in iDoklad is marked as paid too.

  • This works one way only:

    • Shopify → iDoklad

  • Not the other way:

    • iDoklad → Shopify

  • If you mark a document as paid in iDoklad, the app doesn't update the Shopify order.

Dates

  • Issue date:

    • The day the document is created.

  • Delivery date:

    • Same as the issue date.

  • Due date:

    • From your default invoice settings in iDoklad.

  • Date of Payment:

    • If the order is already paid when the document is created: same as the issue date.

    • If not: the day the order is marked as paid.

  • Date of VAT Application:

    • 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: from your default credit note settings in iDoklad

Document template

You can create template variants in iDoklad.

The app uses the selected or available iDoklad template variant.

Email template

You set the email text in iDoklad.

Payment method

  • The app reads the payment method from the Shopify order and matches it to a iDoklad payment method.

  • If there's no match, it uses the default.

    • In iDoklad, you set the default payment method yourself.

  • For Shopify payment methods iDoklad wouldn't accept, the app keeps a mapping list, so they are matched correctly instead of falling back to the default.

Constant symbol

  • We use your iDoklad default. You can change it in iDoklad » Settings » Sale

Contact database behavior

iDoklad keeps a contact database.

The app uses the order's email address to check if the contact already exists in iDoklad.

If the Contact exists

The app updates the contact with all available data.

If billing data is missing from the billing address, the app uses the Shopify customer data instead.

If the Contact does not exist

The app creates a new contact with all available data.

If billing data is missing from the billing address, the app uses the Shopify customer data instead.

The shipping address we send is named Shopify.

It's always set as the default address.

POS orders without customer data

Without customer data, the app creates a document only for POS orders.

With no contact name, the app uses the email address as the name.

With no email address either, the app uses Shopify POS as the name.

Did this answer your question?