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B2B handling: collect VAT ID and send it to iDoklad

Use Shopify’s built-in VAT ID field to collect VAT ID (DIČ) during checkout and send them to iDoklad automatically

Updated today

Please note that the app currently supports collecting and handling the customer’s VAT ID. However, Company ID / registration number, Company address, Company name and local tax ID cannot be configured or handled at the moment.

Setup (1 min)

In Shopify Admin

  1. Settings Checkout

  2. Company VAT number and

  3. set it to Optional

  4. Save

Important sidenote:

  • Shopify’s native Company VAT number field may require Shopify Tax for EU/UK VAT validation. Shopify Tax is free up to Shopify’s yearly sales threshold, but after that Shopify may charge a transaction-based fee.

  • This is controlled by Shopify, not by our app. Our app can only read and forward the VAT number once Shopify makes it available on the order/customer data.

  • Optional workaround: in Tax services, Shopify also offers Basic Tax, which is free, and in some cases VAT ID collection can work with Basic Tax as well.

How it works:

Step 1 – Customer enters VAT ID

The customer can simply enter their VAT ID during checkout, and Shopify VIES-validates it in real time.

Please note: if VAT ID validation is not included in your selected tax service option, customers may still be able to submit any entered value, not only a VIES-validated VAT ID.

The Postal code (ZIP) and Country/region must be entered first for the VAT number field to appear:

Step 2 – VAT ID is saved to the customer

The VAT number is saved under CustomerVAT number

This works both for checkout orders and manually created admin orders.

Step 3 – We send the VAT ID to iDoklad ✅

We send this VAT number to the invoicing system as part of the customer contact details, so it appears in the correct place on the document.

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