cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Can I add my company vat number to an invoice template?

If so, please can you tell me how?
1 Comment
Highlighted
Moderator

Can I add my company vat number to an invoice template?

Yes, you can add your company VAT number to an invoice template, @tandi. I've got the steps to complete this task. 

 

You'll first have to turn on the custom fields feature in the settings. This way, you can add this info to your invoices. Please take note that this is available for Plus and Essentials versions. I'll guide you how. 

  1. Go to the Settings (Gear) icon at the upper right. 
  2. Select Account and Settings under Your Company
  3. Go to Sales from the left menu. 
  4. Click Sales form content.
  5. In the Custom fields section, enter your VAT info in the Name field. 
  6. Check the Internal and Public boxes. 
  7. Hit Save
  8. Choose Done

 

The screenshot below shows you the last six steps. For detailed instructions, check out this article: Add Custom Fields To Invoices

TurnOnCustomFieldsFeature.PNG

 

Once done, let's open your invoice template to verify if this field was already added. Here's how: 

  1. Go to the Settings (Gear) icon at the upper right. 
  2. Choose Custom Form Styles under Your Company
  3. Find your invoice template from the list. 
  4. Hit Edit under the Action column. 
  5. Proceed to the Content tab and select the header section of the invoice. 
  6. Click + Custom field and make sure the VAT number box is checked. 
  7. Select Done

 

View the screenshot below to show you the last three steps. 

CheckCustomFieldBox.PNG

 

Also, you can rename, delete, preview your existing template as PDF, or make it default (see the screenshot below). Just go back to the Custom form styles page. It helps you manage your templates all in one place. 

CustomFormStylesPage.PNG

 

I'm here anytime you have other concerns. Have a great day, @tandi.