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Customize your generated SuperFaktúra document details

Updated over a month 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 SuperFaktúra, 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 SuperFaktúra you will see this unit name at every document item:

✅ Comment

This text will be shown in the comment section of your created document as an internal comment, 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 SuperFaktúra you will see this:

✅ Numbering sequences

By default we use your SuperFaktúra default numbering sequence, but you can override that by choosing another option here. Edit the list items within SuperFaktúra > Settings > Application > Classifiers

Click 'Refresh list now' button to see the latest list from SuperFaktúra settings. If you do not see the list, try to refresh again, wait a little and you will see the list.

Example

First, within SuperFaktúra, manage your numbering sequences and Save them:

On the app dashboard, click 'Refresh list now' and choose this numbering sequence:

Within SuperFaktúra you will see this, documents are numbered based on your settings:

✅ Variable symbol

Choose a variable symbol to be included on your document. 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 SuperFaktúra 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 SuperFaktúra.

  • Delete the document in SuperFaktúra

    • The document will be deleted in SuperFaktúra

🚫 You can check “Create a credit note in SuperFaktúra” if you want. It will only create the credit note, but won't send it via email.

✅ OSS forwarding

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

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 » SuperFaktúra | Integration » Settings » OSS forwarding » Turned on

  3. SuperFaktúra Account:

    1. OSS mode is enabled in your SuperFaktúra account: Log in to SuperFaktúra » Settings » Application » VAT Settings » 'One Stop Shop OSS' » Enable » Save

  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 SuperFaktúra for proper functionality.

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

✅ Collect VAT ID

When turned on, the customer’s entered VAT ID (DIČ) will be shown on all created documents » “Address line 2” will behave like a VAT ID on backend side, so any value entered in this field will be shown on your created documents as the VAT ID of the customer.

If you choose 'Turned on' on the app dashboard:

You will collect the VAT ID of the buyer in the checkout. After saving these settings here, click here to change the label and placeholder of the 'Address line 2' field on the frontend

  • from “Address line 2” (Shopify's default)

  • to 'Add VAT number' or 'DIČ' or anything you want...

✅ ‘Order No. invoice field

You can select what should be in the Order No. field on the created SuperFaktúra documents. You can transfer Order ID and Order Number to SuperFaktúra (not the same, there is a little difference, explained below)

Example

If you choose 'Order ID' here on the app dashboard:

It will be shown on the generated documents in SuperFaktúra here:

Differences?

Order Number

It is the numbering that Shopify generates automatically

Example 1234

Order ID

It is the ID that Shopify generates automatically. You can add PREFIX and SUFFIX, and between them, there is Order Number.

Format: PREFIX + Order Number + SUFFIX

Example: BB1234HELLO

You can edit that within Shopify Admin » Settings » General » Order ID section

✅ Custom email address on documents

You can customize the email address displayed on your generated documents. If no email address is provided, the default SuperFaktúra email address will be used.

Example

If you enter "demo@email.com" on the app dashboard:

You will see see this custom email address on the created documents:

⚙️ 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 SuperFaktúra 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.

  • Bank account information:

    • We aim to automatically select the bank account based on the Shopify order currency. If we can’t determine it, we use your default back account in Superfaktúra.

  • 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 Superfaktúra 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 SuperFaktúra default invoice's due date settings.

  • Delivery date

    • We set the payment's date as the delivery date.

  • Shipping fee

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

  • Payment method

    • We aim to automatically select the payment method based on the Shopify order data.

  • Constant symbol

    • SOON

  • Discount

    • We use Shopify order data and show that discount on the documents for each item of the order. For every item, we show all applied discount per ever item on on the created documents.

      • For example: {{productName}} | {{discountName}} - {{discountCode}}, {{discountName}} - {{discountCode}}

✨ 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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