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 and Where to Generate a Full Invoice
A full invoice can be issued via Comply in Shopify POS at two different stages: before completing the sale or after the sale has been finalized. Here’s how both options work:
1. Before Completing the Sale
You can enter the required tax information during the checkout process, directly within Shopify POS:
1.1. From the Comply App Button
Tap the Comply app button to access the fiscal data section for the active order. From there, you can enter or edit the customer’s tax information before finalizing the transaction.
1.2. From the Linked Customer Profile
If a customer has already been added to the cart, you can also complete their fiscal data by accessing their profile. Tap “Invoice Details” to view, verify, or update the required fields.
2. After Completing the Sale
If you did not generate the full invoice during checkout, no problem. Comply allows full invoices to be issued post-sale:
Access the order from the sales history in Shopify POS.
Tap “Generate Invoice” to input the fiscal data and issue a valid invoice in compliance with Spanish tax regulations.
This flexibility ensures that your store remains compliant, even if the customer requests the invoice after the transaction has been completed.
Let me know if you’d like to adapt this for a multilingual Help Center or if you'd prefer versions for other jurisdictions beyond Spain.