KCS - 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:
    • Go to Settings
    • Select Account and Payment Info
    • Add your VAT number or Tax ID in the Fax field
    • 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):
    • Navigate back to the main Settings page
    • Select Billing
    • Click on the Bill Themes sub-tab
    • Click on the Bill Theme that you'd like to update
    • Select Localizations > Firm Information
    • 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:
    • Remain on the Edit Bill Theme page
    • Select Firm Information > Address
    • Check the box Include Firm Fax Number
    • Click on the green SAVE button
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