Tax & VAT
Configure tax rates, VAT settings, tax-inclusive pricing, and other tax-related options.
How to correctly show tax value and tax names on the invoices?
Welcome to Fordeer! When an invoice is automatically created from an order in your Shopify store,Fordeerdisplays taxes that were applied to the respective order. For this reason, as long as the tax settings in your Shopify store are correct, there are no additional steps needed in your account to ensure that they are included in invoices and that the correct tax name and tax rate are displayed. - To set and calculate tax in Shopify, go to Settings > Taxes and duties. You can manage tax settings and set up tax rates. You can follow these guides for more details: - Setting up taxes - General tax set-up steps Caution: Changes that you will make to your tax settings in the Shopify admin will only affect newly created orders and invoices. Existing invoices will remain unaffected. - After you set up the tax successfully, to show tax names and tax amounts on the invoices, kindly go to Customization on the sidebar menu, then select Customize. - In the Line items and total, you can see the Price Column. Please turn on Show tax amounts and Show tax names. - Kindly remember to click Save to end all the settings. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!
How to add the VAT ID to the invoices?
Welcome to Fordeer! A Value-Added Tax (VAT) number is a unique identifier for businesses or taxable individuals in European Union countries. Each business is assigned its own number for tax purposes. How to add your VAT ID? Before adding your VAT ID to invoices, ensure you've already set up your VAT ID in the Store settings section. Follow these steps: 1. Go to Settings in our app > Navigate to the Store settings page > VAT number section 1. Click Add region office VAT button A modal will appear. Select your store's location and enter the VAT number in the provided field. 1. Click Save to confirm, and you will see the headquarters VAT added to your settings. How to show VAT on the invoices? After setting up VAT ID in the Settings page, kindly follow the guidelines below to add VAT ID to invoice information: 1. Please visit the Customization page and select Customize. 2. In the Customization page, please select Shop details. 3. Here you click on Display options, then turn on the Show VAT ID toggle. Don't forget to click Save to end all the changes. It is FREE to add and show VAT ID on the invoices If your business is VAT-registered in multiple countries, you may need to display the corresponding VAT number for each country in your invoices. Our app allows you to add and manage multiple VAT IDs easily. Check out this article to learn how to set it up:How to show multiples VAT for different locations? If you have any questions while using our app, please do not hesitate to let us know via our live chat or our support email: support@fordeercommerce.io **Our working time: ** 8h30-23h59 (UTC +7): Monday to Saturday Within working hours, all chats will be replied to within minutes. All tickets via email will be replied to within hours. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!
How to show multiples VAT for different locations
Adding multiple VAT IDs for different locations If your business is VAT-registered in multiple countries, you may need to display the corresponding VAT number for each country in your invoices. Our app allows you to add and manage multiple VAT IDs easily. Here’s how: 1. After adding your headquarters VAT number, you can add additional VAT numbers for other locations. 2. Click Add region office VAT again. 3. A modal will appear. Select another store location and enter the VAT number for that region. You can repeat this process if you have more than two VAT numbers to add. Displaying VAT based on billing dddress To ensure the correct VAT number is displayed on invoices according to the billing address, follow these steps: 1. Tick the check box of the option Display VAT in the invoice with the country of the billing address 1. The system will automatically display the appropriate VAT number based on the country of the billing address. Examples: - For an order from the United states, the invoice will display the US VAT number (e.g., 382740293 ). - For an order from Australia, the invoice will display the GST number (e.g., 294932). If the order is from a country where your store does not have a VAT registration, the invoice will display your headquarters VAT. If you have any questions while using our app, please do not hesitate to let us know via our live chat or our support email: hi@fordeercommerce.io We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!
How to collect Customer’s VAT and show it on the invoices?
Fordeer hello to you, To enable Fordeer to capture VAT registration numbers on your Shopify store, you can easily add a VAT registration number field to both the Customer registration and Cart pages. The "show tax number" feature only displays tax numbers collected through the Fordeer Invoice app. It does not display tax numbers collected by third-party apps. This article will help you to add the field to your theme. 1. Adding VAT Number Field to Customer Registration Page: 1. Go to the Settings page in our app and navigate to the Custom Print/Download Button section. 2. Click the Add block button on the Capture Customers VAT option. 1. You'll be directed to the Theme Editor. Select the Customer register page. 1. Add the Fordeer: Collect Tax Number section from the Apps section. 1. Customize the content as needed. 1. Save your changes. The VAT registration number entered by customers will be stored in your Shopify admin as part of their customer information. To display it on invoices, head to the Customization page on our app, navigate to the Billing info section, and enable the Show tax number option. The "show tax number" feature only displays tax numbers collected through the Fordeer Invoice app. It does not display tax numbers collected by third-party apps. This feature is part of the Professional Plan. Upgrade today to enjoy a 7-day free trial and receive 30% off for 3 months as part of our deal! 2. Adding VAT Number Field to Customer Cart Page: 1. Follow the same steps as above to enable the Capture Customers VAT option in the Settings page. 2. You'll be redirected to the Theme Editor on the Cart page, then add the Fordeer: Collect Tax Number block from the Apps section. 1. Customize the content as needed. 1. Save your changes. With these fields in place, you can easily print and download invoices from the Orders section in our app to view customer VAT numbers on invoices. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!
How to change INVOICE to TAX INVOICE on the invoices?
Fordeer hello to you! 😃 You can completely change the heading for your invoices by following the instructions below: - Step 1: Visit the Customization page, then select the template you want to edit and click the Customize button. - Step 2. On the **Customize **page, our app supports you to edit the headings of the Overview, Billing info, Shipping info, and Shop detail sections. For example, if you want to edit the invoice heading, please select Overview. - Next, select the Document title section. - Here, please turn on the Show heading button and turn off the Automatically translate button. - Then, you can customize the heading content as required. - Kindly remember to click Save button to end all the changes. - Customizing the headings of the Billing info, Shipping info, and Shop detail sections is completely similar to the steps above with the Overview section. Besides, you can find out how to change another text on the invoices by going to Settings => Translations. On the Adjust translation, you can modify the text to meet your needs. If you want to change the language for the invoices, check out this helpdesk article and you can do it easily at no time. If you encounter any issues or have questions during the generating process, feel free to reach out to us via our app's live chat or email us at support@fordeercommerce.io. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!
How to display Customer VAT IDs using customer metafields?
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: https://www.youtube.com/watch?v=dN_IkpTVIGs&t=59s Step 1: Set up the customer metafield in Shopify - From your Shopify Admin, go to Settings > Metafields and metaobjects > Customers - Click Add definition to create a new metafield. - Enter a name (e.g., "VAT ID") and take note of the Namespace and key (you will need this later). - Select the Content type (usually "Single line text"). - Click Save. Step 2: Add VAT data to your customers - Go to Customers in your Shopify Admin. - Select the customer you want to update. - Scroll down to the Metafields section at the bottom of the profile. - Enter the VAT ID value in the field you just created. - Click Save. Step 3: Enable the metafield in the Fordeer app - Open the Fordeer App and go to Customization > Select the invoice template you wish to edit. - Go to Shipping Info > Display options. - Toggle the Show customer metafields feature to ON. - Select the option: Only show metafields with these keys - Enter the specific key you created in Step 1. - Click Save. Step 4: Preview and verify To ensure the VAT ID is displaying correctly: - Go to the Orders section within the Fordeer app. - Select an order for the customer you just updated. - 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. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!