How to Add Your VAT number or Tax ID to All Invoices

Objective:

  • How to include VAT number on Bills
  • Display Tax ID on Bills

Environment:

  • Clio Web App

Additional Information:

  • This process requires Administrator privileges to edit your Firm's Account and Payment Info
  • If you do not see a "Save" button on the "Edit Bill Theme" page, this indicates that the theme has already saved automatically

Procedure:

  1. Enter your the VAT number or Tax ID in place of your Fax number in Settings:

    1. Go to Settings
    2. Select Account and Payment Info
    3. Add your VAT number or Tax ID in the Fax field
    4. Scroll to the bottom of the page and click Save New Information

  2. Change the wording on your Bills to reflect that this is a VAT number/Tax ID (rather than a Fax number):

    1. Navigate back to the main Settings page
    2. Select Billing
    3. Click on the Bill Themes sub-tab
    4. Click on the Bill Theme that you'd like to update
    5. Select Localizations > Firm Information
    6. Change the Fax: field to VATTax ID, or another term of your choosing

  3. Ensure that your Bills are set to display the Fax field:

    1. Remain on the Edit Bill Theme page
    2. Select Firm Information > Address
    3. Check the box Include Firm Fax Number
    4. Click on the green SAVE button
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