templates

How do I display my customer’s tax information on my invoice?

To display your customer’s tax information, kindly follow the steps mentioned below:

  • Click on the Gear icon present on the top right corner of your screen.
  • Go to Contacts (under Preferences) and give a label for your custom field. If you want to include VAT information, create a custom field titled as VAT.
  • Click on the Insert Placeholders drop-down from the Customer Address Format section and choose your custom field and the custom value.
  • Click on Save for the changes to take effect.
  • This action will display your customer’s tax information/number on all invoices directed to them.
Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

VAT ready accounting
software for small
businesses.