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Customize your generated Fakturownia 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! 😊

✅ Choose department

At the same time, you can only have one department connected to one store

You can create and edit your departments in your Fakturownia account. Your selected departments details will be shown on your created documents.

If you don't see your departments in this dropdown list, click 'Refresh list now' and wait a little » Now, you need to see the updated list.

Example

Within Fakturownia settings » Set country and TAX ID for your department to ensure smooth operations » Save the settings

After you clicked 'Refresh list now' on app dashboard, and choose 'DEMO DEPARTMENT' » This department's data will be shown on your documents.

✅ 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 Fakturownia you will see this unit name at every document item:

✅ 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 Fakturownia.

  • Cancel the document in Fakturownia

    • The document will be canceled in Fakturownia

  • Delete the document in Fakturownia

    • The document will be deleted in Fakturownia

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

Please note these:

  • you cannot cancel your latest document in Fakturownia, so if you try to cancel the latest, it will be deleted instead.

  • when a partially refunded order is processed, a credit note is created, and shipping items are zeroed out, excluding them from the credit note.

✅ Comment

This text will be shown in the comment section of your created document as a public comment, so your customer will 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:

On the generated Fakturownia document you will see this:

✅ OSS forwarding

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

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

  3. SuperFaktúra Account:

    1. OSS mode is enabled in your Fakturownia account: Log in to Fakturownia » Settings » Account Settings » Configuration » OSS mode » Enable » Click 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 Fakturownia for proper functionality.

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

✅ Collect VAT ID

When turned on, the customer’s entered VAT ID (NIP) 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 'NIP' or anything you want...

✅ Automatic dual-currency conversion

Select the currency to convert the order value when creating dual-currency documents. For example, if the order is in USD, it will be converted to this selected currency, and both values will shown on the created document.

You can also select the exchange rate for converting the amounts:

  • ECB (European Central Bank)

  • NBP (National Bank of Poland)

Example

If you choose these settings on the app dashboard:

Within Fakturownia you will see both: the original (USD) and the converted (PLN) amounts, using ECB rates:

✅ Document numbering

You can set a custom numbering format for only the documents created by this app.

If left blank, your Fakturownia default numbering settings will be applied. Note that invoices created from a previous proforma will use the proforma’s numbering.

Example

If you enter 'AA/{{yyyy}}/{{order_number}}' on the dashbioard:

You will see this on the generated document:

You can use these merge tags:

{{order_number}} - Order Number

It is the numbering that Shopify generates automatically.

  • For example 1234

{{order_id}} - Order ID

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

  • Format: PREFIX + Order Number + SUFFIX

  • For example: BB1234HELLO​

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

{{yyyy}} - 4-digit year

Based on the exact timestamp of the creation. For example: 2023

{{yy}} - 2-digit year

Based on the exact timestamp of the creation. For example: 23

{{mm}} - 2-digit month

Based on the exact timestamp of the creation. For example: 03

{{dd}} - 2-digit day

Based on the exact timestamp of the creation. For example: 31

If neither an Order Number nor an Order ID is used, the numbering will not be unique, which may lead to errors. Therefore, it is essential to include at least one of these identifiers.

⚙️ 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 Fakturownia 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.

  • Default document language

    • We use your department defaults. You can change the default language within Fakturownia » Settings » Company / Department » Edit

  • 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 Fakturownia and within Shopify Tax Settings

  • Bank account information

    • We use your selected department's bank account information.

  • 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 set it to fix 5 days automatically.

  • 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.

  • Email template

    • You can configure the content within Fakturownia

  • 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}}

    • If there is a discount on the shipping, its value will appear in the discount field on the invoice. In the case of a 100% discount, the line value will be 0, as requested. If there is no discount, the line value will show the shipping price.

✨ 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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