A new way to create documents for refunds and edited orders in Shopify

In most key markets—like the EU—local invoicing legislation dictates that once you send an invoice to the customer, you cannot alter it.

This is where Sufio’s new way to create documents comes in. We’ve built a system that allows you to send credit notes and additional invoices while staying compliant.

Let’s explore how we did that…

How we create compliant credit notes and additional invoices

Sufio implemented a new way to create and send documents automatically to help you comply with the rules in different countries.

In certain situations in your Shopify store, the app will create a set of new documents for the order instead of modifying the original invoice.

Along with our current ability to automate credit notes for refunds and returns in your store, the app can now effectively handle situations where a customer requests you edit an existing order.

This could involve you removing or adding items to an order in the Shopify admin, or maybe just swapping one product for another.

When this happens, instead of Sufio changing the original invoice, it will create new documents, whether that’s a credit note for the removed product or an additional invoice for newly added products.

We worked closely with local accountants in several key countries to ensure Sufio adheres to the local invoicing legislation.

Join the beta and try it yourself

This new feature is now in public beta and you can expect it to be rolled out over the next couple of weeks.

In the meantime, we’re inviting you to join the beta and help us collect your valuable feedback. Please get in touch with support if you’d like a chance to try it before its official release.

Our new document creation modes are available on the Professional and higher plans.