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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…

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

TABLE OF CONTENTS

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 What this shows This article outlines how to configure your system to automatically include essential Business Tax ID under your business details section… What this shows Illustrates "How to Display Business and Client Tax IDs on Invoices?". 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. Image 1 of 16 What this coversThis 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 in this part of the guide Customize the Invoice Layout
Buttons and menus referenced TABLE OF CONTENTSOverviewCustom FieldsCustom ValuesInvoice LayoutBusiness Tax IDTax ID
Next stepThe process is broken into two main stages:
All 3 steps in this 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) What this shows Go to Settings in the Left Pane. What this shows Illustrates 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?". 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. Image 2 of 16 Where to goGo to Settings in the Left Pane.
Buttons and menus referenced SettingsCustom Fields+Add FieldSingle LineNextNameTax IDContactObjectGroupSave
Next stepUnder "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) What this shows Under "Other Settings," click on Custom Fields and select +Add Field. What this shows Illustrates 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?". 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. Image 3 of 16 What to chooseUnder "Other Settings," click on Custom Fields and select +Add Field.
Buttons and menus referenced SettingsCustom Fields+Add FieldSingle LineNextNameTax IDContactObjectGroupSave
Next stepUnder "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) What this shows Under "Text Input," select Single Line and click Next. What this shows Illustrates 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?". 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. Image 4 of 16 What to fill inUnder "Text Input," select Single Line and click Next.
Buttons and menus referenced SettingsCustom Fields+Add FieldSingle LineNextNameTax IDContactObjectGroupSave
Next stepInput 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) What this shows 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. What this shows Illustrates 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?". 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. Image 5 of 16 What to fill inInput 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.
Buttons and menus referenced SettingsCustom Fields+Add FieldSingle LineNextNameTax IDContactObjectGroupSave
Next stepGo 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… What this shows Step 1 of 2: Go back to Settings. What this shows Shows what to choose for 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?". 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. Step 1 of 2Image 6 of 16 What to chooseGo back to Settings. Under "Other Settings," click on Custom Values and select +Custom Value.
    Buttons and menus referenced SettingsCustom Values+Custom ValueNameValueCreateVAT ID: 1234
    Next stepEnter the Name and Value for your Tax ID and click Create. In this case, VAT ID: 1234
    All 2 steps in this 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) What this shows Go back to Settings. What this shows Illustrates 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?". 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.". Image 7 of 16 What to fill inGo 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
Buttons and menus referenced SettingsCustom Values+Custom ValueNameValueCreateVAT ID: 1234
Next stepGo back to Payments and select Settings under "Invoices & Estimates."
All 2 steps in this 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) What this shows Go back to Payments and select Settings under "Invoices & Estimates." What this shows Illustrates the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 8 of 16 What to chooseGo back to Payments and select Settings under "Invoices & Estimates."
Fields in this part of the guide For Business Tax ID:For Contact Tax ID:
Buttons and menus referenced PaymentsSettingsInvoice LayoutCustomize LayoutBusiness Information+Add Custom ValueBusiness Tax IDContact Information+Add Custom FieldTax IDSave changes
Next stepUnder "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) What this shows Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout. What this shows Illustrates the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 9 of 16 What to clickUnder "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
Fields in this part of the guide For Business Tax ID:For Contact Tax ID:
Buttons and menus referenced PaymentsSettingsInvoice LayoutCustomize LayoutBusiness Information+Add Custom ValueBusiness Tax IDContact Information+Add Custom FieldTax IDSave changes
Next stepCheck 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) What this shows Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout. What this shows Illustrates the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 10 of 16 What to clickUnder "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
Fields in this part of the guide For Business Tax ID:For Contact Tax ID:
Buttons and menus referenced PaymentsSettingsInvoice LayoutCustomize LayoutBusiness Information+Add Custom ValueBusiness Tax IDContact Information+Add Custom FieldTax IDSave changes
Next stepCheck the preview to confirm the details are visible and click Save changes.
Customize the Invoice Layout (image 11 of 16) What this shows Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout. What this shows Illustrates the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 11 of 16 What to clickUnder "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
Fields in this part of the guide For Business Tax ID:For Contact Tax ID:
Buttons and menus referenced PaymentsSettingsInvoice LayoutCustomize LayoutBusiness Information+Add Custom ValueBusiness Tax IDContact Information+Add Custom FieldTax IDSave changes
Next stepCheck 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) What this shows Under "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout. What this shows Illustrates the "Customize the Invoice Layout" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 12 of 16 What to clickUnder "Title, Terms and Layout," scroll down to Invoice Layout and click on Customize Layout.
Fields in this part of the guide For Business Tax ID:For Contact Tax ID:
Buttons and menus referenced PaymentsSettingsInvoice LayoutCustomize LayoutBusiness Information+Add Custom ValueBusiness Tax IDContact Information+Add Custom FieldTax IDSave changes
Next stepCheck 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) What this shows Go to Contacts, click on Additional info tab. What this shows Illustrates the "Once done, Add the Tax ID for the Invoice Recipient" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 13 of 16 Where to goGo to Contacts, click on Additional info tab.
Buttons and menus referenced Contacts,Additional infoTAX IDsaveActionsCreate InvoiceTAX ID (particular to the contact)VAT ID: 1234)
Next stepClick 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) What this shows Click on TAX ID and enter the contact's TAX ID and save it. What this shows Illustrates the "Once done, Add the Tax ID for the Invoice Recipient" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 14 of 16 What to fill inClick on TAX ID and enter the contact's TAX ID and save it.
Buttons and menus referenced Contacts,Additional infoTAX IDsaveActionsCreate InvoiceTAX ID (particular to the contact)VAT ID: 1234)
Next stepClick 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) What this shows Click on Actions drop down, select Create Invoice within the Payments tab of contacts or you can go to Payments -> Create Invoice directly. What this shows Illustrates the "Once done, Add the Tax ID for the Invoice Recipient" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 15 of 16 What to chooseClick on Actions drop down, select Create Invoice within the Payments tab of contacts or you can go to Payments -> Create Invoice directly.
Buttons and menus referenced Contacts,Additional infoTAX IDsaveActionsCreate InvoiceTAX ID (particular to the contact)VAT ID: 1234)
Next stepNow 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) What this shows Now you can find the TAX ID (particular to the contact) and Business Tax ID (VAT ID: 1234) present in your Invoice. What this shows Illustrates the "Once done, Add the Tax ID for the Invoice Recipient" section of "How to Display Business and Client Tax IDs on Invoices?". 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. Image 16 of 16 What this coversNow you can find the TAX ID (particular to the contact) and Business Tax ID (VAT ID: 1234) present in your Invoice.
Buttons and menus referenced Contacts,Additional infoTAX IDsaveActionsCreate InvoiceTAX ID (particular to the contact)VAT ID: 1234)


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