Issuing a full invoice from Shopify POS is a fast and compliant process that meets the fiscal requirements established under Verifactu. Thanks to the integration with Comply, merchants can manually generate full invoices when requested by the customer, following a few simple steps directly from the point-of-sale terminal.
Below is a step-by-step guide on how to generate a full invoice within Shopify POS.
Step 1: Search for an Existing Customer
When a customer requests a full invoice, the first step is to check whether they are already registered in your store.
Tap “Invoice Details” in the Comply app.
In the search field, enter the customer's email address.
If the customer already exists in Shopify and has fiscal information associated with their account, you can select them directly.
Upon selection, the required fields for issuing a full invoice will be automatically populated, ensuring compliance with AEAT (Agencia Tributaria) standards.
Step 2: Create a New Customer with Complete Fiscal Information
If the customer does not yet exist in your Shopify database, Comply allows you to register a new customer directly from the app interface to issue a full invoice that meets legal requirements.
The customer creation process is straightforward and can be completed within the invoice issuance flow. You must specify whether the customer is an individual or a legal entity (company) and complete the following mandatory fields:
For an Individual
Email Address: Customer’s contact email.
Full Name: As shown on their official fiscal identification document.
Country of Tax Identification: Select the country that issued the tax ID number.
Type of Identification: e.g., DNI, NIE, NIF, etc.
Tax Identification Number: The appropriate tax ID number.
Full Billing Address:
Street
City
Postal Code
Country
For a Company (Legal Entity)
Email Address: Corporate contact email.
Company Name: Registered legal name of the entity.
CIF (Company Tax ID): Corporate Tax Identification Code.
Full Fiscal Address:
Street
City
Postal Code
Country
Once all mandatory fields have been completed, tap Save. The customer will be stored in Shopify along with their tax information, and you’ll be able to issue a compliant full invoice.
When can you generate a full invoice in Comply?
In Comply, you can generate full invoices in different situations, depending on how the receipt or invoice was first created. Here are the main cases:
1. From a simple invoice
If you issued a simple invoice, you can convert it into a full invoice at any time.
This is useful when:
The customer needs a valid document for tax purposes.
You want to add additional information such as VAT/Tax ID, billing address, or other required details.
During the conversion process, Comply will first create a simple corrective invoice, referencing the original simple invoice. Then, it will generate a full invoice, using the information from the original simple invoice and adding the necessary tax details of the customer.
2. From the start of the sale
You can also issue a full invoice directly, without first creating a simple invoice.
This is done from Shopify POS, before proceeding with the cart payment, by entering the customer’s tax details through the Comply tile.
What type of invoice is generated for corrective invoices?
When you create a change or return, Comply automatically issues a corrective invoice. The type of corrective invoice always matches the original invoice:
If the original invoice is simple, a simple corrective invoice will be generated.
If the original invoice is full, a full corrective invoice will be generated.
This means you cannot generate a full corrective invoice from a simple invoice.
Important notes
Once a simple invoice has been converted into a full invoice, it cannot be reverted back to the simple format.
All full invoices comply with the tax and accounting requirements established by current regulations.