Taxes and invoicing
Tax settings
| Setting | Effect |
|---|---|
| Store country | Home country for VAT |
| Prices include tax | When on, product prices are gross and tax is extracted (tax = price × rate / (100 + rate)). When off, tax is added on top. |
| Destination-based tax (EU OSS) | When on, EU customers are charged their own country's VAT rate. When off, the store country rate is used. |
| Reverse charge | EU B2B sales to another EU country with a valid buyer VAT ID are zero-rated and marked reverse charge on the invoice. |
| Zero-rate exports | Sales from an EU store to a non-EU destination are zero-rated. |
Tax rates and classes
Rates are defined per country and tax class: standard, reduced, super_reduced, zero. Each product has a tax class. If a class has no rate for a country, the standard rate is used. Shipping is taxed at the standard rate of the tax country. New stores are seeded with current EU VAT rates (for example Poland 23% / 8% / 5%).
Calculation example
Store in Poland, prices include tax, destination-based tax on, customer in Germany:
| Line | Gross | Rate | Tax |
|---|---|---|---|
| T-shirt (standard) | 119.00 EUR | 19% | 19.00 EUR |
| Shipping | 11.90 EUR | 19% | 1.90 EUR |
All taxes are calculated per line in minor units and rounded half-up.
Invoices
Invoices are legal documents and cannot be edited after issue. Types:
| Kind | Default number format | Use |
|---|---|---|
invoice | FV/{YYYY}/{MM}/{NNNN} | Standard VAT invoice |
proforma | PRO/{YYYY}/{MM}/{NNNN} | Payment request before the sale |
correction | KOR/{YYYY}/{MM}/{NNNN} | Corrective invoice that changes quantities or prices of an original invoice |
credit_note | NK/{YYYY}/{MM}/{NNNN} | Credit note for refunds |
Number placeholders: {YYYY}, {YY}, {MM}, {NNNN} (zero-padded counter), {N}. The counter resets monthly when the format contains {MM}, otherwise yearly. Numbers are allocated atomically, so there are no gaps or duplicates.
Each invoice stores a snapshot of the seller, buyer, items (net, VAT rate, VAT amount, gross), tax breakdown per rate, payment method, sale and issue dates and due date, so later changes to products or settings never alter an issued document. Correction invoices show before and after values for every changed line and a correction reason.
Invoices can be printed or saved as PDF from the invoice page. Customers see every issued document on their order page and can open a printable copy at /invoice/<payment_token>/<invoice_id>; when the invoice_issued template is enabled they also get a message with that link. Cancelled documents are hidden from customers. For accounting, Invoices → Accounting export downloads the invoice register (VAT by rate), all invoice lines, or full invoice documents as JSON; Import & export → Accounting reports has a monthly VAT sales report by country and rate. See Import, export and reports.
Automatic invoicing
With Settings → Auto-issue invoice on, an invoice is issued when a payment is confirmed. You can also add an issue_invoice action to any automation rule, or issue invoices through the API (POST /orders/:id/invoices).