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! 😊
✅ Numbering series
The numbering series is applied separately for each document type, based on your selected settings. You can manage it directly in your SmartBill account.
Click 'Refresh list now' button to see the latest list from SmartBill settings. If you do not see the list, try to refresh again, wait a little and you will see the list.
Example
First, within SmartBill » Configuration » Document series » and manage your serieses and Save them:
On the app dashboard, click 'Refresh list now' and choose this numbering sequence:
Within SmartBill you will see this, documents are numbered based on your settings:
✅ 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 Romanian:
✅ 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 "buc" on the app dashboard:
Within SmartBill you will see this unit name at every document item:
✅ Note
This text will be shown in the custom note section of your created document as a public note. 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 SmartBill you will see this:
✅ Collect VAT ID
When turned on, the customer’s entered VAT ID (CIF) 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 'CIF' or anything you want...
⚙️ Other settings:
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 SmartBill 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.
TAX (VAT & OSS) Settings
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.
Currency
We use Shopify order data. So if the order is in EUR, the created document will use EUR, too.
Dates
Issue date:
By default, we set the issue date to the date when the document is created based on your trigger settings
Delivery date:
The same as the Issue date.
Due date:
We apply a fixed 30-day due date to every document.
Dates on Credit notes
Issue date:
When credit note is created
Due date:
We apply a fixed 30-day due date to every document.
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 email templates within SmartBill » Configuration » Personalization » Edit the body text of the emails
Important:
Email sending only works if your email server is configured in SmartBill
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 SmartBill
Discount
Every discount (whether applied to a product or shipping) appears as a separate negative line item, with the discount name(s) (or code(s), if names are not available) listed comma-separated. Example: DISCOUNT1_NAME / CODE, DISCOUNT2_NAME / CODE.
Shipping discount (Free Shipping):
both the shipping item and its discount appear as separate lines, with the full gross values shown.
Percentage discounts (Custom %):
whether applied per item or order-wide, each discount is listed in the separate line item with its name and value, deducted from the gross total.
Fixed amount discounts (Custom Amount):
also applied either per item or order-wide; each discount is recorded in the separate negative line item showing the discount name and value (e.g., 2×3 EUR → −6 EUR), deducted from the gross total.
✨ 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.