This option currently works only for the Romanian legal entity nomenclator

1. Settings 

2. How to identify orders for which you need to generate an invoice for a legal entity?

3. How to generate  an invoice for a legal entity?

      A. Generate a shipping label and an invoice at the same time 

       B. Generate just the invoice 

Settings 

Shopify settings:

In the checkout form, at the Shipping address section, the Company field will be activated as optional: Shopify > Settings > Checkout > Customer information > Company: optional

If necessary, the helper text can be edited to be clearer for customers:  Company Unique registration code (optional) as in the example below.

Company: This field must be filled-in with the Company's Unique registration code.

xConnector settings:

a. Activate the option for automatic retrieval of company data.

xConnector will automatically search in the directory for the unique registration code and retrieve all the necessary details for invoice: company name, company address, company registration number. 

To enable searching for company details based on the unique code registration, you need to make the following setting: 

xConnector > Preferences > Content helpers > Search for company details

b. Additionally, you will need the address selector. Once activated, you can select which address you want to use for generating documents.

- Shipping address for Shipping lables

- Billing address for Invoices

To activate the address selector in xConnector, you need to make the following setting: 

xConnector > Preferences > Content helpers > Show address selector

You can also save a default address for shipping labels: 

xConnector > Preferences > Content helpers > Customer address used for shipping

c. If you generate BULK documents, you can automatically set the use of the billing address from the invoice. In some cases, the billing address is different from the shipping address, so if documents are not processed one by one, xConnector will use the billing address to issue the invoice.

Connector > Preferences > Default values > Use the billing address for invoice

How to identify orders for which you need to generate an invoice for a legal entity?

Every time an order has the "Company" field filled out on the Checkout page, the information is also saved in xConnector, allowing you to filter all orders with this field completed.

In xConnector, go to Orders > Filters > Flag > "Company invoice" to display only the orders that have the "Company" field filled out, meaning those that require an invoice for legal entities.

You can easily identify orders with the "Company" field filled out, and if you notice a yellow document-shaped icon on the order line.

How to generate  an invoice for a legal entity?

A. Generate a shipping label and an invoice at the same time 

1. Click on the Shipping label generation option 
2. Click Next to the Recipient tab
3. Click on the magnifying glass icon so xConnector will retrieve the company's informations needed to issue the invoice
   
   

   

4. Click Next and generate the documents

=> The shipping label is issued with the Shipping details data

=> The invoice is issued with the Company details data

B. Generate just the invoice 

1. Click on the Invoice generation option 

2. Click Next to the Recipient tab

3. Click on the magnifying glass icon so xConnector will retrieve the company's informations needed to issue the invoice

4. Click Next and generate the document

=> The invoice is issued with the Company details data

This feature is available begining with the Basic Subscription plan

Feel free to contact us if you need any further information:

Chat: click on the blue chat icon (bottom-right)

E-mail: support@xconnector.app

Phone: +4 0373 747 991