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Add a Tax ID Number to the Invoice*

Overview

Some country locales require that an invoice contain the business tax id number.  This support article gives instructions on how to add the tax ID number to your invoices.

Table of Contents

  • Show a Tax ID Under the Client Details
    • Save the Tax ID Number for Your Business
    • Include the Tax ID Number on Invoices
  • Show A Tax ID Under the Invoice Information
  • Show a Tax ID at the Bottom of the Invoice

How to Show a Tax ID Under the Client Details

How to Save the Tax ID Number for Your Business

  1. Click on the Settings component
  2. Click the Settings tab
  3. Click the Manage Business Info button
  4. Add the business tax ID number to the Tax ID Number field
  5. Click the Save button

How to Include the Tax ID Number on Invoices

  1. See the support article How to Customize the Look and Feel of Your Printed Invoice/Estimate
  2. In the Customize Printed Invoice, Estimate, and Quote window open then click the checkbox for Tax ID Number
  3. Click the Save button

How to Show a Tax ID Under the Invoice Information

  1. Click on the Point of Sale component
  2. Click the Tax Settings tab
  3. Select the Other Tax Details checkbox
  4. Add the tax details in the field below the Other Tax Details
  5. Click the Save button

How to Show a Tax ID at the Bottom of the Invoice

  1. Go to the Point of Sale component
  2. Select the Settings tab
  3. Click the Customize Look & Feel button
  4. In the Customize Printed Invoice, Estimate, and Quote window click on the Additional Information tab
  5. Enter the terms of agreement in the Additional Information section
  6. Click the Save button