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One of the most important feature requests in Zoho Invoice has been the ability to specify the Tax or VAT ID in the invoices that gets generated. We are happy to announce the availability of this feature in our service. Now you can specify your company’s and customer’s Tax or VAT ID in the invoices.

Where to specify Tax or VAT ID? Where will they appear on the invoices?

  • Company’s Tax or VAT ID: You can specify these values in the “Company Profile” page under “Settings”. Make use of the custom fields, refer to the image below for details –

vat-invoice-compnay.gif

  • Customer’s Tax or VAT ID: You can specify these values while adding new customer or while updating the customer record. Make use of the custom fields, refer to the image below for details –

vat-invoice-customer.gif

How to change their position in the invoice that gets generated?

If you use pre-defined templates then they will appear in the invoices as shown in the above image.

Note:

  1. You can specify up to three custom fields for “Company” and “Customer”. The first two fields will appear between the “Name” and “Address”. The third custom field will appear below the “Address”. The idea is to give some flexibility in positioning of the custom fields.
  2. If you just have some static value to be inserted into the invoice, which cannot be expressed as label and value, then put this in the value field without specifying the label. It will appear as such in the invoice that gets generated.

If you make use of the custom template, then you are at your liberty to decide the position of these custom fields.

Additional Information:

If the custom fields are common across your customers, you can save the label of the custom fields as default so that they appear automatically whenever you add a new customer. This will save you from the pains of entering the details again and again.

Hope you find this feature useful; feel free to share your comments.

Check into this feature by logging into Zoho Invoice now.

Tags : invoices

  1. saeed

    How i can get tax id ? i wants to apply tax during creation of invoice.

  2. Doron

    I guess this option is no longer valid in the new zoho invoice?
    In most European countries, it is mandatory to mention my own company’s VAT number, and the VAT number of the client.

    Can you please explain on how to show these 2 details in the new zoho invoice?

  3. Nagendra Karthik

    Hello,The placeholders for custom fields can be found on the template editor menu. Please follow the steps below to know the placeholders,1. Login to Zoho Invoice.
    2. Click on “Settings” from the top and click on “Templates” from the left side of the page.
    3. Click on “Custom Template” tab and click on “Add Template”.
    4. Choose a template, give a name and click on “Create” button.
    5. In the template editor, Click on the first drop down and change the value to “Company Details”.
    6. Click on the second drop down and choose the value “Label1” under “Custom Fields”.
    7. The adjacent box will display the corresponding placeholder for “Label1”, here it will be “%CompanyCFLabel1%” .
    8. Similarly you can choose the second drop down to “Value1”, “Label2”, “Value2” etc.
    9. Now choose the first drop down again to “Customer” and the second drop down will shoe list of custom fields to choose from.
    10. Once you have made the necessary changes. Click on “Save” to save the template.Hope this helps!

  4. Nagendra Karthik

    Hello,The placeholders for custom fields can be found on the template editor menu. Please follow the steps below to know the placeholders,1. Login to Zoho Invoice.
    2. Click on “Settings” from the top and click on “Templates” from the left side of the page.
    3. Click on “Custom Template” tab and click on “Add Template”.
    4. Choose a template, give a name and click on “Create” button.
    5. In the template editor, Click on the first drop down and change the value to “Company Details”.
    6. Click on the second drop down and choose the value “Label1” under “Custom Fields”.
    7. The adjacent box will display the corresponding placeholder for “Label1”, here it will be “%CompanyCFLabel1%” .
    8. Similarly you can choose the second drop down to “Value1”, “Label2”, “Value2” etc.
    9. Now choose the first drop down again to “Customer” and the second drop down will shoe list of custom fields to choose from.
    10. Once you have made the necessary changes. Click on “Save” to save the template.Hope this helps!

  5. Carlo

    I use a custom template, how are called the placeholders (the variables between %) of the customfields??

  6. Carlo

    I use a custom template, how are called the placeholders (the variables between %) of the customfields??