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Customize your generated inFakt documents

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 Germany, so the app tries to create the document in German, but if there is not German option in inFakt, the app uses your default value when generating, which is Polish:

✅ 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 inFakt 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 'This order is from Shopify :)' on the app dashboard:

It will appear on the generated document PDF:

✅ Numbering

🔄 To sync your document numbering with your Shopify order number, use {{order_number}} merge tag

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

If left blank, your inFakt default numbering settings will be applied.

There are separate numbering settings for:

  • Invoice, including OSS invoice

  • Proforma

Example

If you enter "{{yyyy}}-{{order_number}}" on the dashboard:

You will see this on the generated document:

✅ SKU on documents

In Shopify you can assign an SKU to each product (for example, SKU001). The app lets you decide whether this SKU is included in the line item name on the generated document — and in what format.

Where to set it → choose one of the three options below. The setting applies to every document the app generates from that point on.

Option 1 — No SKU (Product name only)

The SKU is never included. The document shows the Shopify product name only.

  • On the document: Product Name

Option 2 — Product name + SKU

If the product has an SKU in Shopify, it is appended to the product name in the line item.

  • On the document: Product Name SKU

Option 3 — SKU only

If the product has an SKU in Shopify, it replaces the product name in the line item.

  • On the document: SKU

ℹ️ Additionals

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

Tax logic

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.

OSS logic

inFakt has a separate OSS invoice type. OSS applies when all of these Shopify order conditions are met:

  1. The order is B2C.

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

  3. The shipping address country is in the EU.

When the conditions are met, the document is created as an OSS invoice.

Reverse Charge logic

On the inFakt document, inFakt’s automatic Reverse Charge tax text is shown.

Reverse Charge applies when all of these Shopify order conditions are met:

  1. The order is B2B.

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

  3. The shipping address country is in the EU.

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

The VAT rate depends on the shipping country:

  • If the shipping country is Poland (PL), the VAT rate is OO

  • If the shipping country is not Poland, the VAT rate is N/A

B2C and B2B logic

  • B2C: there is no value in the customer VAT number field.

  • B2B: there is a value in the customer VAT number field.

Order tax exempt

  • In Shopify, this is controlled on order level:

    • Payment → Charge taxes → Uncheck

  • If the Shopify order is tax exempt, all items on the inFakt document use VAT rate ZW.

  • If any item uses ZW, inFakt may show the tax exemption basis from your inFakt settings.

  • If every product item on the order is ZW, the shipping item is also ZW.

Product tax exempt

  • In Shopify, this is controlled on product level:

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

  • If a product is tax exempt, the affected product line uses VAT rate ZW on the inFakt document.

  • If any item uses ZW, inFakt may show the tax exemption basis from your inFakt settings.

  • If every product item on the order is ZW, the shipping item is also ZW.

Customer tax exempt

  • In Shopify, this is controlled on customer level:

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

  • If the customer is tax exempt, all items on the inFakt document use VAT rate ZW.

  • If any item uses ZW, inFakt may show the tax exemption basis from your inFakt settings.

  • If every product item on the order is ZW, the shipping item is also ZW.

Discounts

  • Discounts are based on Shopify order data.

  • Important: inFakt does not allow a 100% discount on an item.

    • If an item has a 100% discount, that item is added to the document notes instead of being added as a normal document item.

  • For other discounts, the discount percentage is applied on the affected item line.

  • The discount name is not shown on the invoice image.

Discounts » Free shipping

For free shipping, the shipping line title is added to the document notes, together with the list of 0-value items.

Important: inFakt does not allow a 100% discount on an item.

Discounts » % or fixed amount discounts

If a percentage or fixed amount discount is added at item level or order level, the discount percentage is shown in a separate discount column on the affected item line.

Shipping address on the document

The shipping address is not shown on the inFakt document.

Currency

  • The document is created in the Shopify order presentment currency.

  • This means the app uses the currency the customer used at checkout.

Paid status syncing

  • If a Shopify order is created as paid, or later updated to paid, the related document in inFakt is also marked as paid.

  • This works in one direction only:

    • Shopify → inFakt

  • It does not work in the opposite direction:

    • inFakt → Shopify

  • So if you mark a document as paid in inFakt, the Shopify order will not be updated by the app.

Dates

  • Issue date:

    • The issue date is the day the document is created.

  • Delivery date:

    • For inFakt, this is the same as the issue date.

  • Due date:

    • The due date comes from your inFakt settings.

  • Dates on Credit notes:

    • Issue date: the day the credit note is created

    • Delivery date: the day the credit note is created

    • Due date: comes from your inFakt settings

Document template

You can create template variants in inFakt.

The app uses the selected / available inFakt template variant when creating the document.

Email template

Email text can be configured in inFakt.

Payment method

  • The app reads the payment method from the Shopify order and tries to match it with an available inFakt payment method.

  • If the app cannot match it, it uses the default value.

  • Default fallback value: Card

Contact database behavior

inFakt has a Client database.

The app sends Shopify order data to inFakt.

If required billing data is missing from the Billing address, the app uses the available Shopify Customer data instead.

After the data is sent, inFakt manages the Client database automatically.

POS orders without customer data

If there is no customer data, the app creates a document only for POS orders.

If no Client name is available, the app uses the email address as the Client name.

If there is no email address either, the app uses Shopify POS as the Client name.

Flat rate tax symbol (Stawka ryczałtu)

  • The app currently does not send this field. Line items on invoices created by the app have no flat rate tax symbol set.

  • This has no effect if you're taxed under the general or flat-tax scheme (KPiR) — the field is not used in those cases, and your invoices are complete as generated.

  • If you are taxed under the flat rate scheme, you have two options:

    • Set the symbol on your products in inFakt. Go to Przychody → Produkty, open a product and set its Stawka ryczałtu. inFakt applies it when the product is used on a document.

    • Add the symbol to the document after it's created. Open the invoice in inFakt and set it on the line items.

  • Valid values in inFakt are 2, 3, 5.5, 8.5, 10, 12, 12.5, 14, 15, 17 and 20 percent. Which one applies depends on your business activity (PKD/PKWiU) — check with your accountant if you're unsure.

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