General Settings

Written By Floris de Vries

Last updated 2 days ago

The General Settings page controls how VAT validation, tax exemption logic, and data handling behave in your store.

These settings affect checkout flow, tax calculation, and order data, so changes should be made carefully.

Use draft order logic

When enabled, the app uses Draft Order Logic instead of Shopify’s standard checkout flow.

  • A draft order is created after successful VAT validation

  • Customers are redirected to the draft order invoice instead of the standard checkout

⚠️ Important

  • Not compatible with VAT-exclusive pricing

  • Only enable this if your prices are VAT-inclusive

👉 Learn more: Draft Order Logic

Advanced settings (only for troubleshooting)

Custom checkout button selector

Use this field only if the checkout button is not detected automatically.

  • Enter a CSS selector for your theme’s checkout button
    Example: #checkout-button, .custom-checkout-btn

⚠️ Warning

  • Changing this incorrectly may break the checkout flow

  • In most cases, this field should remain empty

Show tax exemption notice in checkout on product level

When enabled:

  • A custom attribute is added to cart products

  • Indicates that the order is tax exempt

Useful for:

  • Internal order review

  • Integrations that read cart or order attributes

Require VAT validation before checkout

When enabled:

  • Customers must validate their VAT number before proceeding to checkout

  • The checkout button is disabled until validation succeeds

Notes:

  • Applies only to EU customers

  • Non-EU customers can proceed without validation

Save validated VAT ID as order note

When enabled:

  • The validated VAT number is saved as an order note

Useful for:

  • Accounting

  • Manual order review

  • External ERP or invoicing systems

Hide VAT validation form for visitors from same country as your shop

When enabled:

  • Visitors from your store’s country will not see the VAT validation form

This is useful if:

  • Domestic VAT numbers should never be VAT-exempt

  • You want to avoid confusion for local customers

Hide VAT validation form for visitors from non-EU countries

When enabled:

  • Visitors from outside the EU will not see the VAT validation form

Recommended if:

  • You only support EU VAT exemption

  • You want to simplify the cart experience for non-EU customers

Save VIES company address data to order additional data

When enabled:

  • Company name, address, postal code, and city (if returned by VIES) are stored on the order

Notes:

  • VIES does not always return full company data

  • Some countries do not share company details publicly

Add tag to customer after VAT validation

When enabled:

  • A tag is added to the customer after successful VAT validation

  • Works for both new and existing customers

Common use cases:

  • Identifying B2B customers

  • Controlling payment methods

  • Segmenting customers in Shopify

Add tag to order after VAT validation

When enabled:

  • A tag is added to orders placed by customers with a validated VAT number

Useful for:

  • Filtering VAT-exempt orders

  • Accounting and reporting

  • Automations in third-party apps

Advanced settings – Cart attributes

Tax exempted attribute name

Defines the cart attribute used to store tax exemption status.

  • Default: tax_exempted

⚠️ Only change this if:

  • You have a specific integration requirement

  • You know exactly what depends on this value

VAT number attribute name

Defines the cart attribute used to store the VAT number.

  • Default: vat_number

⚠️ Changing attribute names may break:

  • Integrations

  • Automations

  • Custom scripts

VAT rates by country (Draft Order Logic only)

This section is only used when Draft Order Logic is enabled.

  • Allows you to define VAT rates per EU country

  • Used to calculate correct pricing inside Draft Orders

Leave empty to:

  • Use Shopify’s default VAT rates