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 Customization 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.