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 -
- 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 -
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.
- 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.
- 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.
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.