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How do I display my customer’s tax information in transaction PDFs?

To display your customer’s tax information in transaction PDFs, you have to create a custom field for the customer that will store the tax information. Here’s how:

  • Go to Settings in the top right corner.
  • Click Customers and Vendors under Preferences.
  • Click the Field Customisation tab.
  • Click + New Custom Field on the top right corner of the page.
  • On the New Custom Field page:
    • Enter a name for the custom field in the Label Name field (say Tax ID) and select the data type in the Data Type field.
    • Enter the other necessary information.
  • Click Save.

Next, you have to update the customer’s tax information in the custom field. Here’s how:

  • Go to Sales on the left sidebar and select Customers.
  • Select the customer for whom you want to add the tax information.
  • Click Edit at the top of the customer’s Details page.
  • Scroll down and click the Custom Fields tab.
  • Enter the customer’s tax information in the custom field.
  • Click Save.

Now, to display your customer’s tax information in transaction PDFs:

  • Go to Settings in the top right corner of the page.
  • Go to Customers and Vendors under Preferences.
  • Scroll down to the Customers and Vendors Billing Address Format or Customers and Vendors Shipping Address Format section.
  • Click Insert Placeholders and select the custom field and it’s value.
  • Click Save.

Your customer’s tax information will now be displayed in the billing address, shipping address, or both fields of transaction PDFs, based on your preference.


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