In some countries an invoice has to show your customer's tax number, such as their VAT number or ABN. Avaza prints it as the last line of the To block, under the customer's address, on the invoice's web view and PDF.

It takes two steps: save the number on the customer's company record, then switch it on in your invoice template. Check your local rules or your accountant for what your invoices must show.

Save the customer's tax number

  1. Go to Contacts, open the Companies tab and click the customer. Their Details tab opens.

  2. Under Financial Details, click Edit.

  3. Enter the customer's Tax Number.

  4. Optionally, enter a Tax Number Label, such as VAT No. or ABN. It's printed before the number. Leave it blank to use your template's label, or "Tax Number".

  5. Click Save changes.

You can also fill in both fields when you add a new company, or import them in the Tax Number and Tax Number Label columns when you import companies.

Administrators, Finance Managers, Portfolio Managers and Project Managers can edit a company's details.

Switch it on in your invoice template

  1. Go to Settings › Invoice & Bill Settings, scroll down to Invoice & Quote/Estimate Templates and click the template this customer's invoices use.
    Or open one of the customer's invoices and click Edit next to the Invoice Template name.

  2. On the Layout tab, under Show/Hide, switch on Show Customer Tax Number. It's off by default.

    The Layout tab of the Edit Template popup, with Show Company Tax Number and Show Customer Tax Number switched on

  3. Click Save.

  4. Open an invoice for the customer and click Web View or PDF to check it. The last line of the To block reads, for example, "VAT No.: GB123456789".

Only Administrators and Finance Managers can edit invoice templates.

Good to know

  • Invoices you've already sent change too. Avaza reads the number from the company record each time an invoice is viewed or downloaded. So it appears on every invoice that uses the template, old and new. Estimates that use the template show it as well.
  • No number, no line. If a customer has no tax number saved, the line is left out.
  • Labels. A template can set a default label for customers who don't have their own: on the Layout tab, under Override Invoice Labels › Header › Customer Tax Number. A label saved on the customer always wins.
  • A template per customer. To give a customer's new invoices a particular template, set Invoice Template in their Financial Details.
  • Typed the number into the address before? Remove it from the customer's Address Line or Display Address (under Company Information, click Edit), or it prints twice.
  • Need it somewhere else? The number always prints as the last line of the To block. To put it above the address instead, type it into the customer's Address Line and leave Show Customer Tax Number off.
  • Your own tax number is set separately, as the Company Default Tax Number in Settings › Invoice & Bill Settings, and shown with Show Company Tax Number.
  • e-Invoicing uses its own identifiers, set under E-Invoicing on the company's Details tab. These tax number settings don't change them. See getting started with e-invoicing.

If you're setting this up for reverse charge invoices, which also hide the tax, follow setting up reverse charge invoices.