Asking for customers’ Codice Fiscale/Partita Iva/SDI info
If your store is based in Italy, you’re required by law to collect fiscal codes (Codice Fiscale) from your local direct customers and VAT IDs (Partita Iva) from your local business customers. You can enable a special block at checkout to allow customers to provide their tax information if they want to get an invoice from you.
If you’re using the SDI electronic invoicing system, you can also ask your B2B customers to provide their PEC emails or SDI codes.
To ask for customers’ tax information at checkout:
- From your store admin, go to Settings → Taxes & Invoices.
- Scroll down to Settings.
- In the business model settings block, specify who your customers are: Businesses and direct customers (B2B and B2C), Direct customers only (B2C), or Businesses only (B2B):
- Click Save.
- Enable the Ask for buyers’ tax information at checkout toggle below.
- (optional) If you’re using the SDI electronic invoicing system, also enable the Ask for buyers’ certified email (PEC) or SDI code at checkout toggle.
- The changes will be saved automatically.
That’s it! Now your local customers can provide their tax information at checkout. For that, they will need to tick a special box to let you know they request an invoice.
Here is how the tax information block may look at checkout for the “B2B and B2C” model:
When it comes to other countries, business customers from the EU will be able to enter their VAT IDS to get the VAT reverse charge, and direct customers will simply continue with checkout without filling out any tax ID fields. Customers from non-European countries will not see the tax information block at all.
Invoice requests and tax information provided by customers will be saved in the order details in My Sales → Orders for your future reference. You can export them if you need.