Zoho Invoice

FAQ

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

To display your customer’s tax information on the invoices:

  • Go to Settings, and click Customers.
  • In the Customers Preferences page, go to the tab Field Customization and click + New Custom Field to create a custom field.
  • Enter the Label Name as “Tax Information”, or the tax’s name, as you prefer.
  • Enter other necessary details, and click Save.

The custom field for your tax information will be created.

  • Now, go to the General tab on the same page, and scroll to the bottom.
  • In the Customer Billing Address Format, go to the next line in the format, and click Insert Placeholders.
  • Select Custom Field (Labels) and Custom Field (Values) for the created custom field from the placeholders to get it added to your customers' billing address.

Customer Billing Address Format  

  • Follow the same steps if you want the custom field to be added to the Customer Shipping Address Format as well.
  • Once done, click Save.

With this, the customer’s tax information/number will be displayed on all invoices directed to them.

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