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.