# How to Display Business and Client Tax IDs on Invoices?

> TABLE OF CONTENTS Create Custom Fields and Values 1. Creating custom field called Tax ID which will be available to fill against every contact. 2…

- Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-display-business-and-client-tax-ids-on-invoices
- Section: Payments / Invoices & Estimates
- Reading time: 2 min
- Images: 16, each explained below

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**TABLE OF CONTENTS**

-   [Create Custom Fields and Values](#create-custom-fields-and-values)
    -   [1\. Creating custom field called Tax ID which will be available to fill against every contact.](#1-creating-custom-field-called-tax-id-which-will-be-available-to-fill-against-ev)
    -   [2\. Creating custom value called VAT ID which will be a fixed text/number that can be filled within business details of the invoice](#2-creating-custom-value-called-vat-id-which-will-be-a-fixed-text-number-that-can)
-   [Customize the Invoice Layout](#customize-the-invoice-layout)
-   [Add the Tax ID for the Invoice Recipient](#once-done-add-the-tax-id-for-the-invoice-recipient)

**Overview**

This article outlines how to configure your system to automatically include essential **Business Tax ID under your business details section and the client's Tax ID under the contact section** on every client invoice, ensuring compliance and clarity.

![Figure 1](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058078344/original/tJfyvWx779RfJ4ddb1FuJqpIuERrP63fgA.png)

**Figure 1**

This screenshot appears in "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: This article outlines how to configure your system to automatically include essential Business Tax ID under your business details section and the client's Tax ID under the contact section on every client invoice, ensuring compliance and clarity. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: The process is broken into two main stages.
- What this covers: This article outlines how to configure your system to automatically include essential Business Tax ID under your business details section and the client's Tax ID under the contact section on every client invoice, ensuring compliance and clarity.
- Fields: Customize the Invoice Layout
- Controls: TABLE OF CONTENTS, Overview, Custom Fields, Custom Values, Invoice Layout, Business Tax ID, Tax ID
- Next: The process is broken into two main stages:

Full procedure:

1. Create Custom Fields and Values
2. Customize the Invoice Layout
3. Add the Tax ID for the Invoice Recipient

The process is broken into two main stages:

1.  **Data Setup:** You must first use **Custom Fields** to store your clients' individual Tax IDs and **Custom Values** to store your agency's Tax ID. This creates the required data points in your system.
2.  **Layout Implementation:** The final step involves customizing the default **Invoice Layout** in your payment settings. You map the stored data—placing your **Business Tax ID** under the business details section and the client's **Tax ID** under the contact section.

By following this setup, your invoices will automatically pull and display both required identification numbers whenever they are present against the contact and in your custom values.

### **Create Custom Fields and Values**

#### **1\. Creating custom field called Tax ID which will be available to fill against every contact.**

-   Go to **Settings** in the Left Pane.

  

![1. Creating custom field called Tax ID which will be available to fill against every contact. (image 2 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057439390/original/i3vLobT_JyK9Ay2bxbXMeN_vD9YFjytHCw.png)

**1. Creating custom field called Tax ID which will be available to fill against every contact. (image 2 of 16)**

This screenshot appears in the "1. Creating custom field called Tax ID which will be available to fill against every contact." section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Go to Settings in the Left Pane. For context, this section explains: Under "Other Settings," click on Custom Fields and select +Add Field. Immediately after, the guide continues: Under "Other Settings," click on Custom Fields and select +Add Field.
- Where to go: Go to Settings in the Left Pane.
- Controls: Settings, Custom Fields, +Add Field, Single Line, Next, Name, Tax ID, Contact, Object, Group, Save
- Next: Under "Other Settings," click on Custom Fields and select +Add Field.

-   Under "Other Settings," click on **Custom Fields** and select **+Add Field**.

![1. Creating custom field called Tax ID which will be available to fill against every contact. (image 3 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057442015/original/iqZp9Fb_BzjYZeQlvyB6Iwc2o17zyprM3A.png)

**1. Creating custom field called Tax ID which will be available to fill against every contact. (image 3 of 16)**

This screenshot appears in the "1. Creating custom field called Tax ID which will be available to fill against every contact." section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Under "Other Settings," click on Custom Fields and select +Add Field. Immediately after, the guide continues: Under "Text Input," select Single Line and click Next.
- What to choose: Under "Other Settings," click on Custom Fields and select +Add Field.
- Controls: Settings, Custom Fields, +Add Field, Single Line, Next, Name, Tax ID, Contact, Object, Group, Save
- Next: Under "Text Input," select Single Line and click Next.

-   Under "Text Input," select **Single Line** and click **Next**.

![1. Creating custom field called Tax ID which will be available to fill against every contact. (image 4 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057443081/original/nRQ_Au4UnenfK-0LyH4GB18e0htD_R1eSA.png)

**1. Creating custom field called Tax ID which will be available to fill against every contact. (image 4 of 16)**

This screenshot appears in the "1. Creating custom field called Tax ID which will be available to fill against every contact." section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Under "Text Input," select Single Line and click Next. Immediately after, the guide continues: Input the Name as " Tax ID " or anything that you want to refer it as, and select " Contact " from both the Object and Group dropdowns. Click Save.
- What to fill in: Under "Text Input," select Single Line and click Next.
- Controls: Settings, Custom Fields, +Add Field, Single Line, Next, Name, Tax ID, Contact, Object, Group, Save
- Next: Input the Name as " Tax ID " or anything that you want to refer it as, and select " Contact " from both the Object and Group dropdowns. Click Save.

-   Input the **Name** as "**Tax ID**" or anything that you want to refer it as, and select "**Contact**" from both the **Object** and **Group** dropdowns. Click **Save**.

![1. Creating custom field called Tax ID which will be available to fill against every contact. (image 5 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057443393/original/WGAI7cxzXzlKVWQ8cV8VzuvZ9RdwJjvWCg.png)

**1. Creating custom field called Tax ID which will be available to fill against every contact. (image 5 of 16)**

This screenshot appears in the "1. Creating custom field called Tax ID which will be available to fill against every contact." section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Input the Name as " Tax ID " or anything that you want to refer it as, and select " Contact " from both the Object and Group dropdowns. Click Save. Immediately after, the guide continues: Go back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value. Enter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234.
- What to fill in: Input the Name as " Tax ID " or anything that you want to refer it as, and select " Contact " from both the Object and Group dropdowns. Click Save.
- Controls: Settings, Custom Fields, +Add Field, Single Line, Next, Name, Tax ID, Contact, Object, Group, Save
- Next: Go back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value. Enter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234

#### **2\. Creating custom value called VAT ID which will be a fixed text/number that can be filled within business details of the invoice**

-   Go back to **Settings**. Under "Other Settings," click on **Custom Values** and select **+Custom Value**.
    
    
![Step 1 of 2: Go back to Settings. Under "Other Settings," click on Custom Values…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057443595/original/oMdD_mbVPJJ6UlO0zg-52WdtmgPPs4Odew.png)

**Step 1 of 2: Go back to Settings. Under "Other Settings," click on Custom Values…**

This screenshot accompanies step 1 of 2 in the "2. Creating custom value called VAT ID which will be a fixed text/number that can be filled within business details of the invoice" section of "How to Display Business and Client Tax IDs on Invoices?". At this point in the walkthrough you go back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value. The next step is to enter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234.
- What to choose: Go back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value.
- Controls: Settings, Custom Values, +Custom Value, Name, Value, Create, VAT ID: 1234
- Next: Enter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234

Full procedure:

1. Go back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value.  <- this image
2. Enter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234

    
-   Enter the **Name** and **Value** for your Tax ID and click **Create**.  
    In this case, **VAT ID: 1234**

![2. Creating custom value called VAT ID which will be a fixed text/number that can be filled within business details of the invoice (image 7 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057447315/original/FU0vkBffuh-8T5Zw1jd_T5-7tVTB_BbTXg.png)

**2. Creating custom value called VAT ID which will be a fixed text/number that can be filled within business details of the invoice (image 7 of 16)**

This screenshot appears in the "2. Creating custom value called VAT ID which will be a fixed text/number that can be filled within business details of the invoice" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Go back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value. Enter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234. Immediately after, the guide continues: Go back to Payments and select Settings under "Invoices & Estimates.".
- What to fill in: Go back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value. Enter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234
- Controls: Settings, Custom Values, +Custom Value, Name, Value, Create, VAT ID: 1234
- Next: Go back to Payments and select Settings under "Invoices & Estimates."

Full procedure:

1. Go back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value.
2. Enter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234

### **Customize the Invoice Layout**

-   Go back to **Payments** and select **Settings** under "Invoices & Estimates."

![Customize the Invoice Layout (image 8 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057447546/original/dfpkyRPBTYVSVuzPC_WTvvxXeWOWOnALjQ.png)

**Customize the Invoice Layout (image 8 of 16)**

This screenshot appears in the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Go back to Payments and select Settings under "Invoices & Estimates.". This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
- What to choose: Go back to Payments and select Settings under "Invoices & Estimates."
- Fields: For Business Tax ID:, For Contact Tax ID:
- Controls: Payments, Settings, Invoice Layout, Customize Layout, Business Information, +Add Custom Value, Business Tax ID, Contact Information, +Add Custom Field, Tax ID, Save changes
- Next: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.

-   Under "Title, Terms and Layout," scroll down to **Invoice Layout** and click on **Customize Layout**.

![Customize the Invoice Layout (image 9 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057447952/original/kI939SCDN8RF8bRu2okxAnyDGXybqnaF4A.png)

**Customize the Invoice Layout (image 9 of 16)**

This screenshot appears in the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Check the preview to confirm the details are visible and click Save changes.
- What to click: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
- Fields: For Business Tax ID:, For Contact Tax ID:
- Controls: Payments, Settings, Invoice Layout, Customize Layout, Business Information, +Add Custom Value, Business Tax ID, Contact Information, +Add Custom Field, Tax ID, Save changes
- Next: Check the preview to confirm the details are visible and click Save changes.

-   **For Business Tax ID:**
    -   In the Layout tab, under **Business Information**, click on **+Add Custom Value**.
    -   Select "**Business Tax ID**" from the dropdown menu.

![Customize the Invoice Layout (image 10 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057448506/original/H2kxaj-1Dq8A5W0QnnGiERbP5JlwLdG2Qg.png)

**Customize the Invoice Layout (image 10 of 16)**

This screenshot appears in the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Check the preview to confirm the details are visible and click Save changes.
- What to click: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
- Fields: For Business Tax ID:, For Contact Tax ID:
- Controls: Payments, Settings, Invoice Layout, Customize Layout, Business Information, +Add Custom Value, Business Tax ID, Contact Information, +Add Custom Field, Tax ID, Save changes
- Next: Check the preview to confirm the details are visible and click Save changes.

![Customize the Invoice Layout (image 11 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057448973/original/9qmi0FvMzAbJe8-pocH2i6NMHgHq-pMMLw.png)

**Customize the Invoice Layout (image 11 of 16)**

This screenshot appears in the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Check the preview to confirm the details are visible and click Save changes.
- What to click: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
- Fields: For Business Tax ID:, For Contact Tax ID:
- Controls: Payments, Settings, Invoice Layout, Customize Layout, Business Information, +Add Custom Value, Business Tax ID, Contact Information, +Add Custom Field, Tax ID, Save changes
- Next: Check the preview to confirm the details are visible and click Save changes.

-   **For Contact Tax ID:**
    -   In the Layout tab, under **Contact Information**, click on **+Add Custom Field**.
    -   Select "**Tax ID**" from the dropdown menu.

![Customize the Invoice Layout (image 12 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057449628/original/vGD94XvisF9AqTIC1ADgB0CD00cGNM-p-Q.png)

**Customize the Invoice Layout (image 12 of 16)**

This screenshot appears in the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Check the preview to confirm the details are visible and click Save changes.
- What to click: Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
- Fields: For Business Tax ID:, For Contact Tax ID:
- Controls: Payments, Settings, Invoice Layout, Customize Layout, Business Information, +Add Custom Value, Business Tax ID, Contact Information, +Add Custom Field, Tax ID, Save changes
- Next: Check the preview to confirm the details are visible and click Save changes.

-   Check the preview to confirm the details are visible and click **Save changes**.

### **Once done, Add the Tax ID for the Invoice Recipient**

-   Go to **Contacts,** click on **Additional info** tab.

![Once done, Add the Tax ID for the Invoice Recipient (image 13 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058078523/original/QAVaWYu9KIRuJL1qef79KOdv_pSwOEfN0g.png)

**Once done, Add the Tax ID for the Invoice Recipient (image 13 of 16)**

This screenshot appears in the "Once done, Add the Tax ID for the Invoice Recipient" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Go to Contacts, click on Additional info tab. Immediately after, the guide continues: Click on TAX ID and enter the contact's TAX ID and save it.
- Where to go: Go to Contacts, click on Additional info tab.
- Controls: Contacts,, Additional info, TAX ID, save, Actions, Create Invoice, TAX ID (particular to the contact), VAT ID: 1234)
- Next: Click on TAX ID and enter the contact's TAX ID and save it.

-   Click on **TAX ID** and enter the contact's TAX ID and **save** it.

![Once done, Add the Tax ID for the Invoice Recipient (image 14 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057688782/original/TOgvhFSGkjKD69lBNM0zQTiA80kz624Asg.png)

**Once done, Add the Tax ID for the Invoice Recipient (image 14 of 16)**

This screenshot appears in the "Once done, Add the Tax ID for the Invoice Recipient" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Click on TAX ID and enter the contact's TAX ID and save it. Immediately after, the guide continues: Click on Actions drop down, select Create Invoice within the Payments tab of contacts or you can go to Payments -> Create Invoice directly.
- What to fill in: Click on TAX ID and enter the contact's TAX ID and save it.
- Controls: Contacts,, Additional info, TAX ID, save, Actions, Create Invoice, TAX ID (particular to the contact), VAT ID: 1234)
- Next: Click on Actions drop down, select Create Invoice within the Payments tab of contacts or you can go to Payments -> Create Invoice directly.

-   Click on **Actions** drop down, select **Create Invoice** within the Payments tab of contacts or you can go to Payments -> Create Invoice directly.

![Once done, Add the Tax ID for the Invoice Recipient (image 15 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057688919/original/c07SeVUgn03Ke30oFeoICkhQI4-xbByppg.png)

**Once done, Add the Tax ID for the Invoice Recipient (image 15 of 16)**

This screenshot appears in the "Once done, Add the Tax ID for the Invoice Recipient" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Click on Actions drop down, select Create Invoice within the Payments tab of contacts or you can go to Payments -> Create Invoice directly. Immediately after, the guide continues: Now you can find the TAX ID (particular to the contact) and Business Tax ID (VAT ID: 1234) present in your Invoice.
- What to choose: Click on Actions drop down, select Create Invoice within the Payments tab of contacts or you can go to Payments -> Create Invoice directly.
- Controls: Contacts,, Additional info, TAX ID, save, Actions, Create Invoice, TAX ID (particular to the contact), VAT ID: 1234)
- Next: Now you can find the TAX ID (particular to the contact) and Business Tax ID (VAT ID: 1234) present in your Invoice.

-   Now you can find the **TAX ID (particular to the contact)** and Business Tax ID (**VAT ID: 1234)** present in your Invoice.

![Once done, Add the Tax ID for the Invoice Recipient (image 16 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058078616/original/VBpNdg36ZXyiENBAXxB7X2_n5qgmtanrBA.png)

**Once done, Add the Tax ID for the Invoice Recipient (image 16 of 16)**

This screenshot appears in the "Once done, Add the Tax ID for the Invoice Recipient" section of "How to Display Business and Client Tax IDs on Invoices?". The text alongside this image reads: Now you can find the TAX ID (particular to the contact) and Business Tax ID (VAT ID: 1234) present in your Invoice.
- What this covers: Now you can find the TAX ID (particular to the contact) and Business Tax ID (VAT ID: 1234) present in your Invoice.
- Controls: Contacts,, Additional info, TAX ID, save, Actions, Create Invoice, TAX ID (particular to the contact), VAT ID: 1234)

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