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Show Company Name and GST on Check out page

This topic contains 15 replies, has 3 voices, and was last updated by  Patrik 5 years, 6 months ago.

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  • October 2, 2018 at 7:37 am #2129

    Rafaela
    Free User
    Post count: 131

    Hi guys,

    I have disabled all VAT checks in the checkout form as this does not work for Australia.
    Unfortunately the downside is that the there is now no company and GST field on the check-out page.

    I have added the code snipped to functions.php from a previous post, however nothing happens.
    https://wpinvoicing.com/support/topic/collect-company-info-even-when-not-required/#post-1077

    Moderator post: 2975

    Can you please advise on how I can add a (optional) company and (optional) ABN field to the check-out page?

    Thanks!

    October 2, 2018 at 7:38 am #2131

    Rafaela
    Free User
    Post count: 131
    This reply has been marked as private.
    October 2, 2018 at 10:07 am #2132

    Guust
    Moderator
    Post count: 29970

    I don’t think there should be any need for code changes.
    What if your buyer is not a company but a sole trader or partnership?

    These are the settings I use in Australia:

    1. Invoicing > Settings > General > Label texts > VAT Name > GST
    2. Invoicing > Settings > Taxes > Tax Settings > Enable Taxes > YES
    3. Invoicing > Settings > Taxes > Tax Rates > set to Australia – 10% – GST (Tax name)
    4. Invoicing > Settings > Taxes > EU VAT Settings > Enable VAT Rules > YES
    5. Invoicing > Settings > Taxes > EU VAT Settings > Prevent EU B2C Sales > YES
    6. Invoicing > Settings > Taxes > EU VAT Settings > Disable VAT Fields > YES
    7. Invoicing > Settings > Taxes > EU VAT Settings > VIES Validation > YES to all options
    8. Invoicing > Settings > Taxes > Misc > Fields Settings > Make fields optional as required

    Thanks

    October 3, 2018 at 4:00 am #2137

    Rafaela
    Free User
    Post count: 131

    Hi Guust,

    I just went through your settings one by one and had it already set up like you suggested.

    However this does not solve my problem for a customer to be able to OPTIONALLY enter a company and ABN.

    Most of our sales will be B2B and they will be Pty Ltd’s so this is important.
    It is a legal tax requirement for the invoice to be a valid tax invoice for a company to have the company name and ABN on it (for invoices over $82.50).
    https://www.ato.gov.au/Business/GST/Issuing-tax-invoices/

    How else would I collect this info if not on the check out page??

    Obviously understand that if its a sole trader its not needed therefore my request for the fields to be optional.

    Can you please let me know how I can add these fields to the Check-out page?

    Thanks

    1. Invoicing > Settings > General > Label texts > VAT Name > GST – ALREADY SET
    2. Invoicing > Settings > Taxes > Tax Settings > Enable Taxes > YES ALREADY SET
    3. Invoicing > Settings > Taxes > Tax Rates > set to Australia – 10% – GST (Tax name) ALREADY SET
    4. Invoicing > Settings > Taxes > EU VAT Settings > Enable VAT Rules > YES ALREADY SET
    5. Invoicing > Settings > Taxes > EU VAT Settings > Prevent EU B2C Sales > YES ALREADY SET
    6. Invoicing > Settings > Taxes > EU VAT Settings > Disable VAT Fields > YES ALREADY SET
    7. Invoicing > Settings > Taxes > EU VAT Settings > VIES Validation > YES to all options ALREADY SET
    8. Invoicing > Settings > Taxes > Misc > Fields Settings > Make fields optional as required ALREADY SET

    October 3, 2018 at 12:53 pm #2139

    Guust
    Moderator
    Post count: 29970

    A tax invoice only needs to have your ABN on it, not the buyer’s ABN, and not their name.
    But you can change the labels of any of the other fields if you like. Eg, ask ABN instead of phone number etc.

    I’ll get a developer to have a look too at your question how to add extra fields.

    Thanks

    October 3, 2018 at 1:40 pm #2141

    Patrik
    Moderator
    Post count: 1971

    Hi Rafaela,

    Please provide us FTP details in private reply so that we can modify the code you have done in functions.php.

    Regards,
    Patrik

    October 3, 2018 at 9:44 pm #2143

    Rafaela
    Free User
    Post count: 131
    This reply has been marked as private.
    October 4, 2018 at 5:12 am #2144

    Patrik
    Moderator
    Post count: 1971
    This reply has been marked as private.
    October 4, 2018 at 5:36 am #2145

    Rafaela
    Free User
    Post count: 131
    This reply has been marked as private.
    October 4, 2018 at 8:52 am #2152

    Patrik
    Moderator
    Post count: 1971
    This reply has been marked as private.
    October 5, 2018 at 2:47 am #2158

    Rafaela
    Free User
    Post count: 131
    This reply has been marked as private.
    October 5, 2018 at 6:05 am #2161

    Patrik
    Moderator
    Post count: 1971

    Hi,

    I have modified the code in the functions.php file. Can you please review it from your side and let me know if it is working fine or not?

    Regards,
    Patrik

    October 14, 2018 at 10:54 pm #2202

    Rafaela
    Free User
    Post count: 131

    Hi Patrik,

    Apologies for the delay in getting back!
    Thanks so much for adding the fields, I have tested it and it works!!

    We have had our first real customer transaction however despite me not changing any settings it did not add the GST on: PUPSYINV-06108
    The country was selected as Australia (where the 10% GST tax rate is set in the settings)

    When I created another test invoice it worked fine.

    Any ideas on what could have caused the tax not being added on?

    Thanks,
    Rafaela

    October 15, 2018 at 12:03 pm #2217

    Patrik
    Moderator
    Post count: 1971

    Hi Rafaela,

    I have disabled Apply VAT to consumer sales from IP addresses within the EU, even if the billing address is outside the EU setting in Invoicing->Settings->Taxes->EU VAT Settings
    . Can you please check if it works fine or not?

    Regards,
    Patrik

    October 22, 2018 at 12:34 am #2252

    Rafaela
    Free User
    Post count: 131

    Hi Patrick,

    The customer has resubmitted her details and it worked!
    Thanks for your help!

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