Issuing a full invoice from Shopify POS is a quick process, fully compliant with the tax requirements established by the Invoicing Law. You can generate these invoices manually whenever a customer requests one, following a few simple steps directly from the POS.
When can you generate a full invoice in Comply?
1. After completing a sale If you processed a sale without entering the customer's tax details, you can still generate a full invoice for that order. Go to the order detail, tap the Comply POS Assistant button, and follow the instructions in the Steps to generate a full invoice section.
2. During the sale You can add the customer's tax details directly to the cart before processing payment, from the Comply tile. Follow the instructions in the Steps to generate a full invoice section.
Steps to generate a full invoice
Step 1: Search for an existing customer
In the search field, enter the customer's email. If they already exist in Shopify and have tax details linked to their account, you can select them directly. Once selected, all required fields will be filled in automatically, in compliance with AEAT requirements.
Step 2: Create a new customer with full tax details
If the customer doesn't exist in your Shopify database, Comply lets you register them directly from the invoice flow. You'll need to select whether they are an individual or a company and fill in the required fields:
Individual: email address, first and last name, country of tax identification, ID type and number, full address (street, city, postcode, country).
Company: email address, company name, tax ID (CIF), full fiscal address (street, city, postcode, country).
Once all fields are complete, tap Save. The customer will be registered in Shopify with their tax information and you'll be able to generate the full invoice.
Important notes
Once a simplified invoice has been converted to a full invoice, it cannot be reverted to simplified format.
All full invoices comply with the tax and accounting requirements established by current regulations.