cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
usereben
Level 1

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

 
7 Comments 7
Kristine Mae
Moderator

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

It will take a few clicks, Usereben. Let me guide you.

 

You can follow these steps on how to display VAT in the invoice:

  1. Click the Gear icon.
  2. Go to Custom form styles.
  3. Select the template, then click Edit.
  4. Go to the Content tab.
  5. Click the Pencil icon in the second or middle section of the template.
  6. Tick the VAT box.
  7. Click Done

For more information, you can check this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

If you need more of our help, feel free to get back to this thread. We're just one comment away.

usereben
Level 1

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

Hi,

I've done what you've said but I don't seem to have that box to tick. I have everything from Rate, Quantity, SKU, etc. but nothing for VAT.

I'm currently using the month free trial. Does this affect the option to add the customer VAT number?

AileneA
Moderator

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

Hello, usereben. 

 

Let's enter first the VAT number to appears in your invoices. I'll show you how to do it:  

 

  1. From the left navigation bar, choose Taxes.
  2. Click the Edit VAT drop down then click Edit Settings.
  3. Make necessary changes then enter the VAT number.
  4. Press Save.

  

You can also visit this link for more information about getting started with VAT: Set up and use automated VAT in QuickBooks Online.  

 

Then, you can follow my colleague's steps above to appear the VAT details on invoices.  

 

Keep me posted if you have any other questions or clarifications. I'm ready to help. Have a nice day!

EAZZY
Level 1

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

I am still facing the same problem because there is no box for the VAT or maybe because i am using the free version 

RoseJillB
QuickBooks Team

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

Welcome aboard, @EAZZY.

 

Let me ensure that you’ll be able to add VAT numbers on your invoices in QuickBooks Online (QBO).

 

Beforehand, let’s turn on your VAT in the QBO company file to keep track of your state's tax laws and accurately calculate VAT and returns: Set up and use VAT in QuickBooks Online

 

To add the field when invoicing, we’ll have to utilize the Custom field in QBO. Take note that regardless if you’re using a free version of QuickBooks, you’ll still be able to perform the steps below. Here’s how:

 

  1. Go to the Gear icon.
  2. Under the Lists column, select the Custom field.
  3. Click the Add field button. Then enter the VAT number under the name section.
  4. Tick the box for All Sales forms, and toggle to turn on the Print on form. This way, the field will be added when creating any sales form and will be shown when printed out.
  5. Then, press Save.

 

I also added some screenshots for your visual preference.

 

 

Once done, you can then create an invoice and manually enter your customer’s VAT number. You’ll want to click the Print or Preview button to double-check what your invoice will look like and ensure that the field has been added.

 

 

In addition, I included this article when customising your sales form in QuickBooks Online: Customise invoices, quotes, and sales receipts in QuickBooks Online

 

Let me know if you’re able to customise your sales form. I want to make sure that I have assisted you accordingly. Have a great day!

Newage projects
Level 1

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

Hi I am facing the same problem, How do I make the vat number of the client to appear automatically on the invoice.?

Kevin_C
QuickBooks Team

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

I'm here to make sure you'll be able to show the client's VAT number to your invoices in QuickBooks Online (QBO), Newage.

 

To start, please enable VAT in the QBO company. Then, enter the VAT Registration No. on the Customer information page. To guide you further, please follow these steps:

 

  1. Go to the Sales menu, then select the Customers tab.
  2. Click the customer's name to open the Customer information page.
  3. Input the VAT number in the VAT Registration No. field.
  4. Tap Save.

 

After that, include the VAT Registration No. field in your invoice template.

 

  1. Go to Settings and then select Custom Form styles.
  2. Click the Edit button or tap New style.
  3. Choose the Content tab and click the upper part of the template.
  4. Place a checkmark in the VAT Registration No. box.
  5. Hit Done.

 

Once done, ensure to select the invoice template every time you create your invoices in QBO.

 

Additionally, here's an article for your reference with utilizing the templates in QBO as well as on what other information we can add: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Please let me know if you have additional questions or other concerns about managing your invoices in QBO. I'll be glad to help. Have a wonderful day ahead!