Well, you know that many countries require me to issue a receipt or an invoice for tax purposes to the customer, whether it's an individual or a company. This document requires the fiscal number known as RUT or DNI. Since I can't capture it at checkout - If you no have shopify plus -, I need to know how other businesses are doing it. It seems impossible to me that I'm the only one who needs it. And if Shopify doesn't allow you to modify the checkout, it must be in another area or in some other way. How do they ask the customer for this information ??
Peru, Chile and many other need this info.
These days you can use the Shopify Forms app to collect metafield data from customers when they register for an account, but this app's feature set is quite limited. Another solution to consider is our Customer Fields app which not only allows you to create forms with custom fields that customers can use when registering for an account, but you can also create forms to collect additional data from existing customers.
Regardless, once you have collected the desired data, you can use Liquid to display this information to customers. A popular solution for creating customized invoices on Shopify (with built-in support for customer metafield data) is the Sufio app. Here's an article from Sufio with some more details: https://sufio.com/apps-integrations/helium-customer-fields/
Hopefully this helps!
Hello, thank you very much for your response. I installed your application a few days ago, watched the support videos, and it seemed like it could work. However, once I started to create the process, I didn't know where to insert this form or the question to the customer. It was then that I turned to the support team you recommended, and their response was that what I was asking for couldn't be done. Maybe they didn't understand me, and I believe you can see the interaction with support in your systems.
To recap, does the customer sign up and make a purchase, and then I send them the form? Do I need some kind of trigger? Or where do I place the form? (keeping in mind that it can't be in the checkout, and I'm not sure if your system supports the new passwordless login, which is quite useful but currently supported by very few; everyone forgets their passwords nowadays).
Thanks for giving our app a try, @Victor_bustos!
We receive a high volume of Support inquiries so I'm afraid I won't be able to find a copy of your interaction with our team without more details like a myshopify domain or email address (feel free to DM me if needed). That being said, I'm happy to provide some general guidance in this thread which may help to point you in the right direction.
If a majority of your customers reside in countries that require receipts/invoices with fiscal numbers, then it might be a good idea to enable the checkout setting in Shopify that requires customers to log in/register for an account prior to checkout. You can find this setting in the Shopify admin under Settings > Checkout. Although this setting would add a barrier to entry for the checkout process, it would also ensure that you are capturing the desired information from customers.
The idea here is to require login/registration prior to checkout, and to install a Customer Fields form on your store's normal registration page. The Customer Fields form would have the custom field(s) for fiscal info set as required fields, meaning customers would not be able to submit the form until providing values. If needed, you could also set up some additional validation rules on these fields to ensure proper format. Regardless, once the form is installed on the registration page, Shopify will ask each customer to log in or register during the checkout process. The process for new customers is pretty straightforward; they would be presented with the Customer Fields form, and when submitting the form all of the data collected by the form (including custom data for the fiscal number) would be saved into Shopify and could then be used by an app like Sufio to display the necessary information on an invoice.
For existing customers, I would suggest using our app's "edit account" feature which allows customers to update their account information after logging in. You could manually reach out to customers who have yet to provide the fiscal information, or by adding some custom code in your theme you could force customers to submit this information if they haven't already done so. Same as with registration, once the form is submitted the data will be saved into Shopify.
Here are some relevant Customer Fields help docs with more details:
Sadly Shopify's new passwordless login (part of "New customer accounts") is not compatible with apps (including Customer Fields) but there a rumors that Shopify will open up some capabilities for app support in the future -- most likely via an extension of some sort. So for now, if you wish to use an app like Customer Fields, it would be best to use "Classic customer accounts". See Shopify's doc here for more details: https://help.shopify.com/en/manual/customers/customer-accounts
Hopefully this all makes sense! Please let us know if you have any questions 🤗
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