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Customize your generated inFakt documents

You can customize many details of your documents. Need something that isn't here? Tell us in the chat. 😊

✅ Default document language

We pick the language from the customer's billing country.

Example

For example, the billing country is Germany, so the app tries to create the document in German. If inFakt has no German option, it uses your default language (here: Polish):

✅ Unit

This text appears on the document for every item. Leave it blank for no unit.

Example

If you enter "PC" in the app:

In inFakt every item shows this unit:

✅ Note

This text goes into the note section of the document as a public note. You can use these tags: {{order_number}}, {{order_id}}

Example

If you enter 'This order is from Shopify :)' in the app:

It shows on the document PDF:

✅ Numbering

🔄 To keep your document numbers in line with your Shopify order numbers, use the {{order_number}} tag

You can set your own numbering format, only for documents this app creates.

Leave it blank to use your inFakt default numbering.

Separate numbering for:

  • Invoice, including OSS invoice

  • Proforma

Example

If you enter "{{yyyy}}-{{order_number}}" in the app:

You see this on the document:

✅ SKU on documents

In Shopify every product variant can have an SKU (for example, SKU001). Under Settings » Content » SKU on documents you choose how it shows in the line items:

  • No SKU (Product name only) — on the document: Product Name

  • Product name + SKU — on the document: Product Name SKU001

  • SKU only — on the document: SKU001

Default: No SKU (Product name only).

📷 [IMAGE: inFakt app » Settings » Content: the “SKU on documents” dropdown]

📦 Stock sync

Not available in the inFakt app. The SKU only goes onto the document; stock in inFakt doesn't change.

Good to know

  • If a product has no SKU in Shopify, only the product name goes on the document.

  • Shipping and discount lines never get an SKU.

  • It applies to every document type the app creates, including credit notes.

  • A change only affects documents created after you save. Issued documents don't change.

✅ Shipping line name on documents

By default, the shipping line gets the shipping method name from the Shopify order. Some carrier apps use a different name on every order (for example, the parcel locker's name), which makes reports hard to read.

Under Settings » Content » Shipping line name on documents you can enter one fixed name, for example Shipping. Every shipping line on every document then gets this name.

📷 [IMAGE: inFakt app » Settings » Content: the “Shipping line name on documents” field filled in, and the shipping line on a document with that name]

Good to know

  • Leave it blank to keep the shipping method name from the Shopify order.

  • Only the name changes. Price, VAT and quantity stay the same.

  • It applies to every shipping line (including free shipping) and every document type the app creates, including corrections and credit notes.

  • The text isn't translated: it shows exactly as you type it.

  • It applies to documents created after you save, including manual generation. Issued documents don't change.

ℹ️ Additionals

These content settings can't be changed in the app. They work like this:

Tax logic

Our app always works from your Shopify order data, your Shopify tax settings and your invoicing system settings.

Tax setups (VAT rules, OSS, exemptions and so on) depend a lot on your business and country. Please check yours with a tax advisor or accountant.

OSS logic

inFakt has a separate OSS invoice type. OSS applies when all of these are true on the Shopify order:

  1. The order is B2C.

  2. The fulfillment location country differs from the shipping address country.

  3. The shipping address country is in the EU.

Then the document is created as an OSS invoice.

Reverse Charge logic

The inFakt document shows inFakt’s automatic Reverse Charge text.

Reverse Charge applies when all of these are true on the Shopify order:

  1. The order is B2B.

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

  3. The shipping address country is in the EU.

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

The VAT rate depends on the shipping country:

  • Poland (PL): OO

  • Not Poland: N/A

B2C and B2B logic

  • B2C: the customer VAT number field is empty.

  • B2B: the customer VAT number field is filled in.

Order tax exempt

  • Set on the order in Shopify:

    • Payment → Charge taxes → Uncheck

  • If the order is tax exempt, every item on the inFakt document gets VAT rate ZW.

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

  • If every product on the order is ZW, the shipping line is ZW too.

Product tax exempt

  • Set on the product in Shopify:

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

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

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

  • If every product on the order is ZW, the shipping line is ZW too.

Customer tax exempt

  • Set on the customer in Shopify:

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

  • If the customer is tax exempt, every item on the inFakt document gets VAT rate ZW.

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

  • If every product on the order is ZW, the shipping line is ZW too.

Discounts

  • Discounts come from the Shopify order.

  • Important: inFakt doesn't allow a 100% discount on an item.

    • An item with a 100% discount goes into the document notes, not into the item list.

  • Other discounts are applied as a percentage on the item's line.

  • The discount name doesn't show on the invoice.

Discounts » Free shipping

For free shipping, the shipping line title goes into the document notes, with the list of 0-value items.

Important: inFakt doesn't allow a 100% discount on an item.

Discounts » % or fixed amount discounts

A percentage or fixed discount, on an item or on the order, shows as a percentage in a separate discount column on the item's line.

Shipping address on the document

The shipping address isn't shown on the inFakt document.

Currency

  • The document uses the order's presentment currency,

  • the currency the customer paid in at checkout.

Paid status syncing

  • When a Shopify order is paid (at creation or later), the document in inFakt is marked as paid too.

  • This works one way only:

    • Shopify → inFakt

  • Not the other way:

    • inFakt → Shopify

  • If you mark a document as paid in inFakt, the app doesn't update the Shopify order.

Dates

  • Issue date:

    • The day the document is created.

  • Delivery date:

    • Same as the issue date.

  • Due date:

    • 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: from your inFakt settings

Document template

You can create template variants in inFakt.

The app uses the selected or available inFakt template variant.

Email template

You set the email text in inFakt.

Payment method

  • The app reads the payment method from the Shopify order and matches it to a inFakt payment method.

  • If there's no match, it uses the default.

  • Default if there's no match: Card

Contact database behavior

inFakt keeps a client database.

The app sends Shopify order data to inFakt.

If billing data is missing from the billing address, the app uses the Shopify customer data instead.

inFakt then manages the client database itself.

POS orders without customer data

Without customer data, the app creates a document only for POS orders.

With no client name, the app uses the email address as the name.

With no email address either, the app uses Shopify POS as the name.

Flat rate tax symbol (Stawka ryczałtu)

  • The app doesn't send this field yet, so invoice lines from the app have no flat rate tax symbol.

  • If you're taxed under the general or flat-tax scheme (KPiR), this doesn't matter: the field isn't used, and your invoices are complete.

  • If you're 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 uses it when the product is on a document.

    • Add the symbol after the document is created. Open the invoice in inFakt and set it on the lines.

  • Valid values in inFakt: 2, 3, 5.5, 8.5, 10, 12, 12.5, 14, 15, 17 and 20 percent. Which one is yours depends on your business activity (PKD/PKWiU). Ask your accountant if you're not sure.

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