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Izzy81
Level 2

Customer or "Bill to" details on invoice

Please help... 

 

I am using QBO Simple Start. 

 

The customer details that I have entered in the customer detail field is not showing on the invoice. The customer needs their VAT and registration number to be displayed on the invoice. Am I missing a minor detail in the setup? How can I fix this? 

 

Solved
Best answer October 28, 2019

Best Answers
RenjolynC
QuickBooks Team

Customer or "Bill to" details on invoice

I've tried this in my company, and I'm here to share the steps with you, Izzy8.

 

The VAT Registration No. won't show up on the invoice if you haven't set up the VAT feature.

 

Let's set it up by following these steps:

  1. On the left panel, click VAT and then select Set up VAT.
  2. From the Set up VAT page, choose the Start of VAT period, Filing frequency, Reporting method, and your VAT Registration No..
  3. Click Next, and then select Got it.

That should display the VAT Registration No. when you print your customer's invoice.

 

For reference, here's an article on how to set up sales GST/VAT rates and use them on forms? (International QBO).

 

Please update us with the result. You can also reply on this post if you have other questions. Have a wonderful day ahead!

View solution in original post

20 Comments
RenjolynC
QuickBooks Team

Customer or "Bill to" details on invoice

I've tried this in my company, and I'm here to share the steps with you, Izzy8.

 

The VAT Registration No. won't show up on the invoice if you haven't set up the VAT feature.

 

Let's set it up by following these steps:

  1. On the left panel, click VAT and then select Set up VAT.
  2. From the Set up VAT page, choose the Start of VAT period, Filing frequency, Reporting method, and your VAT Registration No..
  3. Click Next, and then select Got it.

That should display the VAT Registration No. when you print your customer's invoice.

 

For reference, here's an article on how to set up sales GST/VAT rates and use them on forms? (International QBO).

 

Please update us with the result. You can also reply on this post if you have other questions. Have a wonderful day ahead!

View solution in original post

Izzy81
Level 2

Customer or "Bill to" details on invoice

The QBO business is not registered for VAT. It's just the QBO company's client/ customer that needs that information on their invoice. 

 

Izzy81
Level 2

Customer or "Bill to" details on invoice

Thank you RenjolynC.

 

I changed the VAT as you suggested... It does show on the invoice now. 

 

D_CS
Level 2

Customer or "Bill to" details on invoice

This isn't helpful at all. What if you are not registered for VAT and so do not charge VAT, but your customer still needs their VAT number on the invoice. You have filled out the customer details in the customer setup, including their address, their company reg number and VAT number - so why do you randomly choose to only include the address on the invoice and not their other details? 

Catherine_B
QuickBooks Team

Customer or "Bill to" details on invoice

You can add the VAT details on the customer invoice, D_CS.

 

The steps provided by my colleague display your VAT details to be displayed in your invoice. To add the customer VAT registration number of your customers, you'll wan to add this option in your invoice template. 

 

Let me show you how: 

 

  1. Go to the Gear icon and select Custom form styles.
  2. Select the invoice template you usually use. 
  3. From the Content tab, click the Header section of the sample template. 
  4. Scroll down to the page where you can see and select the VAT Registraction No. checkbox.
  5. Click Done.

For more details in customising your sales forms, you can click this link: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if there's anything else that you need help with. Take care!

D_CS
Level 2

Customer or "Bill to" details on invoice

Yes hence my statement that what your colleague said was not helpful at all. Because the question the original poster asked was: "The customer details that I have entered in the customer detail field is not showing on the invoice. The customer needs their VAT and registration number to be displayed on the invoice"

 

So her telling him he must set up his own VAT is not helpful. 

 

I've just followed your instructions and they also do not work. There is no VAT checkbox. I have attached a screenshot. And yes I have put in the customers VAT number when setting up the customer profile so I don't know why you don't just have a simple button that allows me to add that customer VAT number or Customer Company reg number to the invoice, as this is info customers always require on their invoices. 

AlexV
QuickBooks Team

Customer or "Bill to" details on invoice

Let me join this thread and share more details about VAT, D_CS.

 

All plans of the QuickBooks Online South Africa version should have the VAT Registration No. checkbox in the Display section. Please see the attached screenshot.Capture.PNG

 

It's possible that you can't see it due to a browser error. Customise your invoice template using an incognito window.

  • Google Chrome: Ctrl Shift + N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

 

Also, I suggest clearing the cache since it causes unusual behavior in QuickBooks Online. Lastly, make sure that the browser is up-to-date.

 

Comment again here if you need more help. Take care!

D_CS
Level 2

Customer or "Bill to" details on invoice

Hi there. Okay but as you can see from the screenshot I sent, the VAT checkbox is definitely not there. I don't really want to have to open an incognito window every time I use Quickbooks either. My browser is up-to-date so I don't know why it isn't there but it isn't. There should also be a checkbox for the customers company reg number - that is standard to have on an invoice as well and yet there doesn't seem to be any way to simply add it. 

D_CS
Level 2

Customer or "Bill to" details on invoice

You're clearly using a different version because in your screenshot it says " due date" and in mine the checkbox is "due date or expiration date" - so that is most likely why there is no VAT option, you're sending me screenshots of a completely different version. 

Adrian_A
Moderator

Customer or "Bill to" details on invoice

As my colleague shared above, we can try opening the account on a private window, D_CS.

 

It helps us to determine if a browser-related issue causes the system to not prompt you the VAT Registration No. field.

 

If it works, you can go back to a regular browser and clear its cache. A piled cache can also be the reason for some unexpected issues on the opened pages.

 

You can also switch to a different supported browser like  Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge as alternative.

 

Afterward, let's try adding the VAT Registration No. option.

 

 

If the same thing happens, it would be best if one of our Phone Support agents can take a look at your account and isolate he issue further. 

 

You can contact them by clicking the ? Help icon.

 

Feel free to save this article for more information is customising the templates:  Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know how these steps work on your end. Take care!

D_CS
Level 2

Customer or "Bill to" details on invoice

Yes I can see where the VAT Registration number checkbox is supposed to be, your colleague sent it earlier - so highlighting it in a big red box makes no difference to it's absence on my version of your platform - thank you though.

 

I have cleared my cache, it's still not there, and I have tried it in an incognito window and it is not there. So thanks, but rather than clicking help and starting this process again, I'll just use Xero or a product that actually works. 

D_CS
Level 2

Customer or "Bill to" details on invoice

You also did not address my question about adding their company reg number. Where is the checkbox for that? Most companies need that on an  invoice along with their VAT number, surely you have a button to add it?

D_CS
Level 2

Customer or "Bill to" details on invoice

This is from one of your "phone support agents":

 

"I do apologize but we don't have phone support."

 

That's the service you offer from clickijg the link you sent me - a chat, the same as I am having on here as you have no phone support. Fantastic

D_CS
Level 2

Customer or "Bill to" details on invoice

An update - I had to spend 20 minutes typing back and forth with your "support" explaining exactly what I had already explained here. There response was identical to yours with the identical results. There is still no checkbox there to add VAT and all they can say is "there should be a checkbox there". Helpful isn't that? You know what the final solution was? The advice? "use another device". I was trialing this product but suffice to say I won't be using it, and anyone reading this I would strongly advise you consider another solution. Aside from anything else the inability to speak to a human when you have a problem is so far below par in comparison to their competitors it tells you everything you need to know. A stingy company who puts profit above everything including their customers. 

ross24
Level 1

Customer or "Bill to" details on invoice

I am having the exact same problem. I know for a fact few versions ago one could add the customer VAT number in the customer information block. I cannot find the area to add the customer VAT number for new customers I have since received. This is very annoying....

Rasa-LilaM
QuickBooks Team

Customer or "Bill to" details on invoice

Thanks for joining this thread, ross24.


Let me provide some information on why you’re unable to add the VAT number.


We received reports from other users that they’re unable to enter customer VAT registration number in the Customer information screen. Our engineers are diligently working to get the field box working again.


While we’re unable to provide an alternative solution, I suggest you reach out to our QBO Care Team. This way, you can sign up to the list of affected users. You’ll receive an email when there’s progress about the investigation.

 

  1. Tap the Gear icon at the top to open the QB Assistant window.
  2. Key in the issue in the field box and choose Contact Support Team.
  3. Then, hit the Start a chat menu to get in touch with one of our agents.
  4. Provide this number for easy tracking: INV-57356.

 

I’m also adding a link to help with your future tasks. It contains resources that will guide you on how to perform any QBO processes: Self-help articles.


I appreciate your patience while we’re working on this. Reach out to the Community if you have further questions. I’ll get back to answer them for you. Have a good one.

D_CS
Level 2

Customer or "Bill to" details on invoice

@Rasa-LilaM as usual, and as with all of your consultants - you did not actually read what he said. The issue is not adding the customer VAT number under "customer information", it's the checkbox to add the customer VAT number onto an invoice being completely missing. So even if you add the VAT number under customer information, if you then go and create an invoice, the checkbox that is supposed to be there that allows you to add the customer VAT number, IS NOT THERE. So why on earth are you talking about adding the customer VAT number under customer information? That makes no difference at all. The checkbox has been missing for months and months and when you query it, you people just send a screenshot showing where the checkbox is supposed to be, which does not change the fact that IT. SIMPLY. IS. NOT. THERE. 

 

All you've done here, is answer a question about a problem the user does not even have. Very helpful.

Cindy1105
Level 1

Customer or "Bill to" details on invoice

I have exactly the same problem now. When creating a new customer ,the check box to complete to add Customers VAT No is now completely missing from the form

RenjolynC
QuickBooks Team

Customer or "Bill to" details on invoice

Thanks for joining this conversation, Cindy1105.

 

As per my colleague Rasa-LilaM posted above, our engineers are aware of the issue that the VAT registration number checkbox is missing in the Customer Information window. They're working on resolving the issue as soon as possible.

 

While no workarounds are available at the moment, contacting our Customer Care Team is the best thing to do here. They can add your company details to the notification list. This way, you will be updated when the issue is resolved.

 

Here's how:

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Start a chat or Call us.
  5. Provide this number for easy tracking: INV-57356.

 

If you have the new QuickBooks Assistant help update, you can follow these steps:

 

  1. In your QuickBooks Online account, go to the Help > Assistant.
  2. Type Talk to a human and proceed with I still need a human.
  3. Click the Contact us link.
  4. Select either Messaging or Callback.
  5. Provide this number for easy tracking: INV-57356.

 

You're always welcome to post here if you have additional questions or other concerns. My colleagues and I are here to help. Stay safe!

scottdef
Level 1

Customer or "Bill to" details on invoice

And now I am asking a month later if your team has diligently sorted this very basic issue.

Seriously, is it that hard to add that feature. Please add me to the list of feedback when this feature is complete and available.