4. Managing Your Shopify Invoices
      Back to home
      1. CommBilling
      2. CommBilling For Shopify
      3. 4. Managing Your Shopify Invoices

      How to Create an Invoice with an Override VAT in CommBilling

      This guide explains how to create an invoice with an override VAT rate for the European Union using Shopify and CommBilling. By following these steps, you can apply specific VAT rules to products or collections and ensure that the correct VAT is reflected in the invoice automatically through CommBilling.

      Step 1: Create the Product and Add It to a Collection in Shopify

      1. Log into your Shopify Admin Panel.
      2. Navigate to the Products section from the left-hand menu.
      3. Create a new product or ensure that the product you want to apply the VAT override to is already listed.
        • When creating the product, add all necessary details (title, description, price, etc.).
      4. To manage VAT for multiple products, consider adding your product to a collection:
        • Go to Collections under the Products section.
        • Create a new collection or select an existing one, and ensure the relevant products are included.

      Make sure you have your products or collections properly organized before moving on to setting tax overrides.

      Step 2: Set VAT Override for the European Union in Shopify

      1. After creating your product or collection, go to Settings from the left-hand menu.
      2. Click on Taxes and Duties.
      3. Click on European Union
      4. Scroll down to the Tax overrides section.
        • For Products: Select the specific product you created or want to override and apply a custom VAT rate for the European Union.
        • For Collections: Apply a VAT override to the entire collection of products.
      5. Save your changes. The VAT override will automatically apply when these products or collections are added to an order.

      Step 3: Create an Order with VAT Override in Shopify

      1. Go to the Orders section in Shopify.
      2. Click Create Order and select the customer.
      3. Add the products to the order. Shopify will automatically apply the VAT override based on the settings applied to the product or collection.
      4. If needed, review the tax section to ensure the VAT rate reflects the European Union settings and override.
      5. Click Collect Payment, mark the payment as paid, and click Create Order.

      Step 4: Generate the Invoice in CommBilling

      1. Open the CommBilling app and navigate to the Sales Documents tab.
      2. Select the Orders sub-tab.
      3. Find the order you just created in Shopify, as CommBilling automatically syncs with Shopify to pull the order details and select it.
      4. Click Generate Invoice for the order. The VAT override will be reflected in the generated invoice.

      Step 5: Review the Invoice

      1. Open the generated invoice in CommBilling.
      2. Check that the VAT rate correctly reflects the override applied in Shopify for the European Union.
      3. If everything looks correct, you can proceed to send the invoice to the customer.


      By organizing your products or collections and applying VAT overrides for the European Union in Shopify, the correct VAT rate will be automatically applied when creating an order. CommBilling syncs this information and generates invoices that reflect these tax settings, ensuring compliance with EU tax regulations and simplifying your workflow.