How to collect customer GST number for b2b orders?
If you're running an online store on Shopify and need to collect customer GST numbers and company names, enabling the Collect Customer GST App embed feature is a great way to do it. With this feature, you can add a custom form to your cart page that allows customers to enter their GST number and company name, which can be used to generate a GST invoice.
Here are the steps to enable the Collect Customer GST App embed feature and configure the settings to collect customer GST numbers and company names in Shopify:
Log in to your Shopify admin and go to Online Store > Themes.
Find the theme that you want to edit and click Customize.
In the customization panel, click on App embeds.
Turn on the Collect Customer GST option.
Expand the settings to edit the available options. Here are the settings that you can configure:
Once you have configured the settings, click Save to save your changes.
That's it! Now when a customer adds items to their cart on your store, they will be presented with a form that allows them to enter their GST number and company name if applicable. This information can be used to generate a GST invoice for their purchase.
Enabling the Collect Customer GST App embed feature and configuring the settings is a simple and effective way to collect customer GST numbers and company names in Shopify. By doing so, you can ensure that your store is compliant with GST regulations and provide your customers with the necessary documentation for their purchases.
Here are the steps to enable the Collect Customer GST App embed feature and configure the settings to collect customer GST numbers and company names in Shopify:
Log in to your Shopify admin and go to Online Store > Themes.
Find the theme that you want to edit and click Customize.
In the customization panel, click on App embeds.
Turn on the Collect Customer GST option.
Expand the settings to edit the available options. Here are the settings that you can configure:
| Setting | Description |
|---|---|
| Title | This is the text that will appear at the top of the form. By default, it says "Enter Details for GST Invoice:" but you can change it to anything you like. |
| Label for GSTIN | This is the label for the GST number field. By default, it says "GST Number:" but you can change it to something more specific to your needs. |
| Collect Company Name? | This is a checkbox that allows you to enable or disable the collection of company names. If you want to collect company names, check this box. |
| Label for company | This is the label for the company name field. By default, it says "Company Name:" but you can change it to something more specific to your needs. |
| Disable default styles | If you want to use your own custom styles for the form, you can check this box to disable the default styles. |
Once you have configured the settings, click Save to save your changes.
That's it! Now when a customer adds items to their cart on your store, they will be presented with a form that allows them to enter their GST number and company name if applicable. This information can be used to generate a GST invoice for their purchase.
Enabling the Collect Customer GST App embed feature and configuring the settings is a simple and effective way to collect customer GST numbers and company names in Shopify. By doing so, you can ensure that your store is compliant with GST regulations and provide your customers with the necessary documentation for their purchases.
Updated on: 16/02/2023
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