Invoicing regulations require you to issue an invoice for every in-person sale. Comply integrates with Shopify POS to automate this process you stay compliant without adding friction to your day-to-day operations.
Note: This article covers the operational flow in-store. If you want to understand what each invoice type is and how they differ, see What Types of Invoice Does Comply Issue, and When?
Simplified Invoices: Automatic With Every Sale
Every time you complete a sale in Shopify POS, Comply automatically generates a simplified invoice. You don't need to do anything.
This process is completely transparent to your store team.
Full Invoices: When You Need to Act
You need to issue a full invoice in two cases:
When the customer requests one, for example, businesses or self-employed individuals who need to deduct VAT.
When the order exceeds €3,000, Comply blocks the checkout and requests the customer's tax details before the sale can continue. See Control of Orders Over €3,000 in Shopify POS for details on how it works and how to enable this rule.
How to Generate a Full Invoice
Before completing the sale
You have two options for adding the customer's tax details during the sale:
From the Comply button, tap the app button on the POS and add the tax details to the current order.
From the customer profile, if you've already added the customer to the cart, tap "Invoice details" on their profile to complete the tax details.
After completing the sale
If you forgot to add the details during the sale, you can do it afterwards. Go to the completed order details and tap "Generate invoice".
Credit Notes: Generated Automatically
When a return or exchange occurs, Comply automatically generates the corresponding credit note. You don't need to do anything manually.
The credit note is linked to the original invoice to guarantee fiscal traceability. This applies to both simplified credit notes and full credit notes.