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usereben
February 2, 2021
Question

Hi, My customers want to have their VAT numbers displayed on the invoices I send them. How do I set this up in my invoice template?

  • February 2, 2021
  • 1 reply
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1 reply

Kristine Mae
Kristine Mae
February 2, 2021

It will take a few clicks, Usereben. Let me guide you.

 

You can follow these steps on how to display VAT in the invoice:

  1. Click the Gear icon.
  2. Go to Custom form styles.
  3. Select the template, then click Edit.
  4. Go to the Content tab.
  5. Click the Pencil icon in the second or middle section of the template.
  6. Tick the VAT box.
  7. Click Done. 

For more information, you can check this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

If you need more of our help, feel free to get back to this thread. We're just one comment away.

U
userebenAuthor
February 2, 2021

Hi,

I've done what you've said but I don't seem to have that box to tick. I have everything from Rate, Quantity, SKU, etc. but nothing for VAT.

I'm currently using the month free trial. Does this affect the option to add the customer VAT number?

A
AileneA
February 2, 2021

Hello, usereben. 

 

Let's enter first the VAT number to appears in your invoices. I'll show you how to do it:  

 

  1. From the left navigation bar, choose Taxes.
  2. Click the Edit VAT drop down then click Edit Settings.
  3. Make necessary changes then enter the VAT number.
  4. Press Save.

  

You can also visit this link for more information about getting started with VAT: Set up and use automated VAT in QuickBooks Online.  

 

Then, you can follow my colleague's steps above to appear the VAT details on invoices.  

 

Keep me posted if you have any other questions or clarifications. I'm ready to help. Have a nice day!

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