More and more Shopify webshops sell not only to consumers but also to business customers. B2B sales require specific invoicing settings: company name on the invoice, VAT number, and in many cases reverse charge. MoneybirdSync processes all of this automatically.
Difference between B2C and B2B invoicing
For B2C sales (to consumers), the invoice is relatively straightforward: name, address, products, VAT amount and total. For B2B sales there are additional requirements:
- Company name and registration number on the invoice
- Customer's VAT number
- For EU businesses: reverse charge (0% VAT, customer pays VAT in their own country)
- Sometimes also: payment term, reference number or purchase order number
How does Shopify process B2B orders?
In Shopify you can mark customers as a company and store a VAT number. For orders from EU businesses with a valid VAT number, Shopify automatically calculates 0% VAT (reverse charge).
MoneybirdSync and B2B invoices
MoneybirdSync automatically transfers all B2B data:
- Company name: Entered as contact name in Moneybird
- VAT number: Saved on the Moneybird contact and appears on the invoice
- Reverse charge: If Shopify calculates 0% VAT for an EU business, MoneybirdSync correctly processes this as an intra-community supply
- Payment term: Set a standard payment term for business customers
Invoice rules for business customers
A handy feature of the Professional plan is the ability to set invoice rules based on order tags. If you tag B2B orders in Shopify as "b2b" or "wholesale", you can automatically apply different invoice settings for these orders in MoneybirdSync, such as:
- Different invoice template with payment term
- Different ledger account
- Automatically not sending the invoice directly (for review first)
Export invoices for non-EU businesses
For business customers outside the EU, export rules apply. MoneybirdSync correctly processes these orders as export invoices with 0% VAT in Moneybird.
