If you need to display a customer's specific Tax or VAT ID on your invoices, you can do so easily by using Shopify Customer Metafields. This guide will walk you through the setup process.
Video tutorial
If you prefer a visual walkthrough, you can watch our step-by-step video guide below:
Step 1: Set up the customer metafield in Shopify
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From your Shopify Admin, go to Settings > Metafields and metaobjects > Customers
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Click Add definition to create a new metafield.
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Enter a name (e.g., "VAT ID") and take note of the Namespace and key (you will need this later).
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Select the Content type (usually "Single line text").
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Click Save.
Step 2: Add VAT data to your customers
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Go to Customers in your Shopify Admin.
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Select the customer you want to update.
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Scroll down to the Metafields section at the bottom of the profile.
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Enter the VAT ID value in the field you just created.
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Click Save.
Step 3: Enable the metafield in the Fordeer app
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Open the Fordeer App and go to Customization > Select the invoice template you wish to edit.
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Go to Shipping Info > Display options.
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Toggle the Show customer metafields feature to ON.
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Select the option: Only show metafields with these keys
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Enter the specific key you created in Step 1.
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Click Save.
Step 4: Preview and verify
To ensure the VAT ID is displaying correctly:
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Go to the Orders section within the Fordeer app.
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Select an order for the customer you just updated.
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Click Preview to verify that the VAT ID appears in the shipping/customer information section.
While we are working on a feature to automatically pull VAT fields directly from Shopify’s native B2B settings, using Customer metafields is the most reliable way to display this information manually for now.
If the data isn't showing up correctly or if you have any other questions, please reach out to our support team. We are here to help.
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