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Customize your generated iDoklad document details

Updated over 3 weeks ago

We offer great flexibility, allowing you to customize many details of your generated documents. Let us know via chat if you need any additional features—we're happy to help! 😊

✅ 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:

✅ 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:

✅ 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:

✅ 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.

Example

If you choose 'Order number' on the app dashboard:

Within iDoklad you will see this:

✅ Order cancelation

You have the flexibility to decide the outcome when you CANCEL (not refund, only cancel event triggers these options) an order in Shopify.

Options:

  • No canceling or deletion

    • Nothing will happen in iDoklad.

  • Create a credit note in iDoklad

    • Credit note only be created for created invoice. So if there is no invoice, nothing will happen in iDoklad.

  • Delete the document in iDoklad

    • The document will be deleted 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 these steps:

  1. Shopify Admin:

    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. App Dashboard:

    1. OSS forwarding is turned on on your app dashboard: Log in to Shopify Admin » Apps » iDoklad | Integration » Settings » OSS forwarding » Turned on

  3. iDoklad Account:

    1. OSS mode is enabled in your iDoklad account: Log in to iDoklad » Settings » Company » Accounting information » OSS mode » Enable

  4. Other requirements:

    1. 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 country » So if the store country is CZ and the customer's billing address country is SK, it will be applied. If both are CZ, OSS will not be applied.

    2. Please note that your store's country must match your company's country in iDoklad for proper functionality.

If everything listed above is set correctly, you will see this in iDoklad:

✅ 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 (DIČ) or Company ID (IČO). If you choose 'Default', address line 2 will work like a standard way, as additional address information field.

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

Example

If you choose 'Collect VAT ID' on the app dashboard:

Within iDoklad you will see this under customer's data:

✅ 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:

✅ 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:

Within iDoklad you will see this:

✅ 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. 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:

⚙️ Other settings and parameters

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

  • Paid status syncing

    • We do not update the Shopify order financial status based on iDoklad changes. Instead, we determine the financial status of the created document based on the Shopify order's financial status at the time of the trigger.

      • If the order is unpaid when the trigger runs → The document will be unpaid.

      • If the order is paid when the trigger runs → The document will be paid.

      • If an unpaid invoice exists and the order is changed to paid, we update the invoice status to paid.

  • VAT & TAX Settings

    • We use Shopify order data and your Shopify VAT settings. It is important to set up your VAT settings correctly both in iDoklad and within Shopify Tax Settings

  • Currency

    • We use Shopify order data. So if the order is in EUR, the created document will use EUR, too.

  • Issue date

    • Always the date when the document is created.

  • Due date

    • We use your iDoklad default invoice's due date setting (Date Maturity)

  • Delivery date

    • If payment is made at the time of issuance, the date of issuance will be recorded as the payment date.

  • Shipping fee

    • We use the shipping fee within the Shopify order. You can set up custom shipping rate under Admin » Shipping and Delivery

  • 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

  • Constant symbol

    • We use iDoklad default settings. You can change it within iDoklad » Settings » Sale

  • Discount

    • We use Shopify order data and show that discount on the documents for each item of the order.

✨ Extra features

These features aren't strictly part of the generated document's content, but they help streamline your workflow as a merchant and save you time.

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