What you’ll learn in this section

We work with Sufio because migrating B2B commerce can be complex. Simplifying invoicing can be a huge operational win.

• Why invoicing is one of the most sensitive operational workflows during a migration
• How Sufio preserves your existing automation and numbering rules when moving to Shopify
• How to avoid compliance risks caused by changing invoice sequences
• How Sufio supports modern B2B workflows on Shopify (VAT, PO numbers, payment terms)
• How migration is the perfect moment to upgrade the design and branding of your invoices
• Why Sufio is a trusted invoicing solution for 7,000+ Shopify merchants
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Why Invoicing requires special handling during a migration

Migrating from Magento or another legacy platform to Shopify is the ideal time to review and modernise your invoicing setup, but it’s also where mistakes can be costly.

Most financial workflows:

• Are tightly connected to accounting
• Must remain legally compliant
• Have downstream operational consequences
• Cannot be interrupted without causing problems

Sufio ensures your invoicing remains reliable, consistent and compliant while unlocking Shopify’s capabilities.

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Keeping your invoice automation consistent

You don’t need to change the way your team works just because you’re changing platforms.

Sufio allows you to:

• Replicate your existing invoice automation
• Choose exactly when invoices are created
• Apply different rules for different order types
• Automate credit notes for refunds and returns

This removes manual admin and keeps documentation consistent, even during the transition period.

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Retaining your current invoice numbering (critical for compliance)

In many regions, including the EU and UK, invoice numbering must:

• Remain sequential,
• Stay within a single calendar year, and
• Remain consistent regardless of platform changes.

Breaking this sequence during migration can create:

• Accounting discrepancies
• Compliance issues
• Audit risk
• Reconciliation challenges

Sufio prevents this entirely.

With Sufio, you can:

• Maintain separate numbering sequences for invoices and credit notes
• Keep numbering independent from Shopify order numbers
• Include year/month codes automatically
• Run different numbering sequences for B2B and B2C

This ensures your invoice numbering remains compliant and uninterrupted during migration.

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Sell B2B on Shopify with modern invoicing support

If your new Shopify store will serve B2B customers, invoicing becomes even more important.

Sufio fully supports Shopify’s latest B2B features by enabling:

Automatic invoice due dates

Based on your payment terms.

PO number display

Purchase order numbers entered by business customers at checkout appear directly on invoices.

EU VAT handling (critical for European merchants)

Sufio supports B2B tax compliance by:

• Capturing EU VAT numbers
• Validating VAT numbers in real time
• Automatically marking eligible customers as tax-exempt

This gives merchants a fully compliant invoicing foundation for B2B selling on Shopify.

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Upgrade the design of your invoices as part of the migration

Migrating to Shopify is an opportunity not just to modernise your storefront, but to refresh every customer touchpoint, including invoices.

Sufio allows you to:

• Use professionally designed templates
• Customise documents to match your brand
• Choose from over 40,000 premium fonts (via Monotype integration)
• Generate on-brand invoices, credit notes and documents

This keeps your brand experience consistent long after the checkout is complete.

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About Sufio

Sufio powers automated, compliant invoicing for more than 7,000 Shopify businesses.

Their platform helps brands:

• Maintain consistent invoice automation
• Remain legally compliant with numbering rules
• Support modern B2B workflows
• Design professional, on-brand invoices

Ready to migrate without compromising your invoicing?

Install Sufio: https://sufio.com/shopify/invoice

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→ Read next: Migrating to Shopify with SEO & GEO Built In with Leftfield Agency