Adding B2B Customer Details (Company Name, VAT & Peppol Address)
When transmitting invoices across the Peppol network for Business-to-Business (B2B) or Business-to-Government (B2G) transactions, standard tax details are just the starting point. To securely and accurately route the machine-readable XML file directly into your buyer's accounting system, the Peppol network requires the buyer's official Company Name, Tax/VAT Number, and - most importantly - their unique Peppol Address (Peppol ID) (which is typically based on their VAT number or national business registry identifier).
How to Add B2B Details to a Customer
You can add this block to any customer profile directly from your Shopify admin in just a few clicks:
Navigate to your Shopify Customers page.
Click on the specific customer you want to update to open their profile.
Locate the Blocks section on the page and click the + Block button.
Select B2B Customer Details from the list of available blocks.
The new app block will now be permanently added to this specific customer's profile.
Fill in the customer's official Company Name and VAT Number in the provided text fields.
Click the Save B2B Data button within the block to store the information.
Note: In order for Peppol invoices to work, VAT Number and Peppol Address are required
How to Allow Customers to Add VAT, Company Details & Peppol address themselves
Open the Editor: Go to edit your theme extension.
Navigate to Checkout: Select the Checkout extension.
Choose the Target Page: Select either the Thank you page or the Order status page.
Add a New Block: On the left-hand menu, under the Main tab, click on Add block.
Select the App Block: Choose the E-Invoice request (post-purchase) app block from the available list.
Review the App Block: On the right side of the screen, you will notice the new app block appear, featuring a checkbox labeled "I want a business invoice."
Customer View: Once your customer clicks on this checkbox, they will be presented with a B2B data block to enter their specific details.
Save Details: After providing their Company name, VAT number & Peppol address, the customer needs to click on Save business details.
Automatic Sync: Once saved, this information will automatically sync with their customer profile on Shopify.
Note: Please beware that the Metafield block will be appearing on your Orders and Customers Admin. Do not alter the information since it might affect the data displayed in your templates.
NOTE: If you are a Shopify Plus merchant, you can add the E-Invoice request (post-purchase) app block on the checkout page.
Updating or Removing Data
If you need to edit a typo, update a changing VAT number, or completely remove the data, simply return to the customer's profile. Make your necessary changes directly inside the existing B2B Customer Details block and click Save B2B Data again to overwrite the old information.