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VAT number in invoice

GP__2014
Tourist
9 0 1

Hi

 

Some customers would like VAT number to be contained in their Invoice

The problem is, as I know it is only possible for customers  to add VAT number when they register

but I don't support and has no plan to support Login function for simple payment processing

 

Is there someway for customers to fill out their own VAT number in cart page, save somewhere and

contain the info in invoice? or alternative way.

 

Thank you.

 

Replies 70 (70)
Elias
Shopify Staff
Shopify Staff
1863 189 307

Hello, @GP__2014.

 

Elias here with Shopify Support. That’s a great question!

 

You can set up individual taxes for countries outside of US and Canada, this is based on the countries in your shipping zones. You can change the wording of the tax to VAT for your invoices. However, this does not help capture customer’s VAT numbers. 

 

Alternatively, I recommend taking a look at a third-party app, called Sufio: Professional Invoices. Sufio can automatically capture customer’s VAT and create invoices for them. If you require assistance with Sufio, you can also reach out to the developers directly through the contact information found in the Support section of the app’s page. 

 

Is this what you were looking for? If you have any further questions regarding this topic, feel free to reply to this thread and I’d be happy to help.

Elias | Social Care @ Shopify 
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Sufio
Shopify Partner
146 1 54

Hi @Elias,

 

Thanks for mentioning Sufio in your reply!

 

I just wanted to add that we have a series of articles on our website explaining how to set up the VAT capture and validation which @GP__2014  might find useful.

 

You can always write to us at support@sufio.com if you have any questions.

 

Have a great day!

Liam

Support Manager

Sufio

MixedWorlds
Excursionist
12 0 15
Hi,
I have the same problem, in that I need to add the clients VAT number to their invoice for EU cross-border transactions.
Surely Shopify can simply add a field to allow this!!!

Instead of pushing SME's to buy another App...
Elias
Shopify Staff
Shopify Staff
1863 189 307

Hey, @MixedWorlds.

 

Thank you for sharing this feedback and I’m happy to send this over as a feature request to our developers. I can appreciate that you prefer not to use an app and Shopify should have something like this. You can also do this by making a couple of theme adjustments and creating a template for invoices.

 

You can do this by using the cart page to collect more information from your customers, which will allow you to capture the VAT number. After that, you can use our free app, Order Printer, to show the cart attributes that was captured on the invoices. If you need to show VAT prices before customers add any items to their cart, you can also modify your theme to show VAT prices on your product pages. Please note that these are an advanced coding guides that is not supported by our Theme Support team. If you have limited knowledge of HTML, CSS, Javascript, and Liquid, feel free to hire a designer or developer from Shopify Experts.

 

If you have any more questions on this topic, feel free to reply to this thread and I’ll be happy to help.

Elias | Social Care @ Shopify 
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Jakob2
Tourist
9 0 33

Elias: modifications to the cart page are the current workaround for capturing EU business customer's VAT-id. It work okay'ish... The proper place to collect this information for EU based web stores is in the checkout-section. Accounting regulations then require the seller to actually verify the given VAT-Id before capturing the payment. It should be a small feat for Shopify's developers to implement this properly. Please prioritise this feature.

 

Best regards,

Jakob

Elias
Shopify Staff
Shopify Staff
1863 189 307

Hey, @Jakob2.

 

Thank you for posting and sharing this feedback with me. While modifying the checkout is only available on Shopify Plus and capturing the VAT on the cart page is compliant as well, this is a valid feedback as this is a popular request from some of our merchants. That said, I’m happy to pass this feedback as a feature request to our developers, and if Shopify moves forward with this feature request - you will be able to find it in our changelog or announcements page. If you have any other questions or feedback on this topic, don’t hesitate to let me know in this thread!

Elias | Social Care @ Shopify 
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Reincarnated
Pathfinder
103 8 32

If your not currently using Cart notes, you could setup that to capture it (optionally) and should be able to call the cart notes in the invoice.

Jakob2
Tourist
9 0 33

Hello Elias,

 

Thank you for replying. I know that you are aware of the frustration that many merchant are having because Shopify does not handle EU B2B Vat properly. You can see it in many very long forum threads, and it seems clear that many EU customers have decided to switch to WooCommercer, Prestashop or Magento since these platforms integrate and support EU VAT properly (or allow for checkout modifying plugins).

 

In many of these threads, 3rd-party plugin developers advertise their plugins (Exemptify / Sufio). While these work to some degree, it is just not good enough for professional use.The EU VAT-ID must be captured and verified on the CHECKOUT page and be part of a customer's shipping address. That way it would also be possible to capture it on Draft Orders, which is not properly possible with Exemptify or Sufio.

 

I am getting the feeling that Shopify does not understand the extent of negative impact this has on EU merchants and that Shopify is rather holding its hand over the 3rdparty plugin developers (and monetise on the cut).

 

Best regards,

Jakob

 

 

acasademont
Shopify Partner
9 0 8

My thoughts exactly, proper VAT ID validation is important for our B2B sales. Right now we have to issue refuns of the paid VAT to our intra-EU customers.

Elias
Shopify Staff
Shopify Staff
1863 189 307

Hey, @Jakob2.

 

Thank you for following up and I appreciate you for sharing the extra details. We definitely value your feedback and I'll be adding this information to the feature request. As previously mentioned, I'm afraid there isn't a timeframe I can share on when features get implemented. However, I do hope to see a solution to this as well. Thank you!

 

Hey, @acasademont.

 

I'd also like to thank you for joining this thread and voicing your concern. I understand VAT ID validation is important for your business and having to issue refunds is a cumbersome solution. I'd be happy to add your store to the feature request as well, as this will help Shopify in prioritizing the features for development. Once again, thank you! 

 

Elias | Social Care @ Shopify 
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GreenHuiz
New Member
1 0 1

Hi @Elias,

Please let me know if this feature gets implemented.

It would make life so much easier to have a 'VAT verification' process as a checkout option for VAT registered customers.

Very much looking forward to your response.

Kind Regards,

Elias
Shopify Staff
Shopify Staff
1863 189 307

Hey, @GreenHuiz.

Thank you for joining the thread and sharing this feedback. I can understand how a VAT verification process at checkout for VAT registered customers would make things easier for you and many of our merchants. That said, I'd be happy to include your feedback with this feature request. Since there isn't an ETA that I can provide for feature requests, it'll be difficult for me to follow-up directly on this thread. However, if Shopify moves forward with this feature, you'll be able to find it in our changelog or announcements page.

If you have any other questions or feedback on this topic, please don’t hesitate to let me know!

 

Elias | Social Care @ Shopify 
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MixedWorlds
Excursionist
12 0 15
Thanks for your mail.

To be very honest, I really don't understand why at least a 'box' can't be
added to the client details so the VAT number can be added correctly.

This is a minimum requirement for B2B transactions in Europe.

Thnx

Sylvester Henry
Miguel_FFB
Tourist
8 0 13

Hi Elias,

I hope this email finds you well.

In the south of Europe, it is mandatory that the invoices have VAT information. Right now, after the sale, the customer needs to send an email with the VAT number... as you can imagine, this is very un-efficient. 

Please push this update forward.

Kind regards,

Miguel

Miguel_FFB
Tourist
8 0 13

Hi again @Elias 

I have seen this field on the checkout settings:

Miguel_FFB_0-1597353472041.png

But it still does not appear on my check out. Does it only work for certain countries? (if you click "Learn more" it will talk about Brazil...)

Thank you,

Miguel

 

MixedWorlds
Excursionist
12 0 15
This issue is becoming a real pain in the butt. and Shopify seem not want to
implement such a minor change.!!!

It is mandatory for us in Europe to state the clients VAT number for B2B
transactions..

@ Shopify. why is this so difficult to implement.!!!
Tira
Shopify Staff (Retired)
Shopify Staff (Retired)
1260 90 212

Hi, @Miguel_FFB.

Tira here, from Shopify. 

Thank you for posting this screenshot. This option was added recently and the full update can be seen in our changelog, here: Country Fields in Checkout (Brazil). It is currently available only for merchants located in Brazil. Enabling this option will allow the merchant to collect CPF/CNPJ numbers at checkout. You can check out our help doc or click on the "Learn more" button on the Checkout page in the Shopify admin to view the steps to enable this: Set up order processing and archiving/Enable country-specific information fields

I understand that it's important for you to be able to add additional fields at checkout for your business. I would be happy to add your name to our feedback list. Is there a specific country you would like to have this enabled in? Where are you located? 

Talk soon,

Tira | Social Care @ Shopify 
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Miguel_FFB
Tourist
8 0 13

Hi @Tira 

I am located in Portugal and Spain, in the south of Europe. 

A field like you have for Brazil would work, where the customer would introduce the VAT number. This way the invoice would be done without an intermediate step.

If you have this option for Brazil, the development cost to implement something very similar to Europe (for example a box with: VAT Number (optional)) is relatively cheap. 

We would be acting according to the law, mainly when selling to B2B. 

Hope you can help us,

Kind regards,

Miguel

Tira
Shopify Staff (Retired)
Shopify Staff (Retired)
1260 90 212

Thank you for getting back to me, @Miguel_FFB. I appreciate you letting me know what it is you need and where you're located. 

I've gone ahead and added your feedback to our list. If we move forward with this, we will update you and all of our merchants as mentioned here in Elias's post earlier. 

Please reply to this post if you have any feedback to add or have any questions. We're here to help.

Cheers,

Tira | Social Care @ Shopify 
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