Objective:
- Add VAT to my Bills
- EU accounts only
- Invoice
- VAT
- Billing requirements for EMEA
- Bill Theme
- "VAT Number is Invalid" error message
- Add Firm VAT to Clio Manage Subscription Receipt
- EU VAT compliant invoice
Environment:
- Clio Manage
Additional Information:
- For accounts located in other countries, please see the following: VAT identification number (VATIN)
- The VAT number will appear under "Firm Address" on Bills by default. (not visible on Bill Theme page)
- You must include "Firm Address" to be displayed on your Bill Themes in order to view the VAT number on the Bill
- You are required to add the Firm Address fields in order to display the VAT on your subscription receipt, as per this article: How Do I Change My Firm Name and Address?
Procedure:
- Go to Settings
- Click Billing
- Scroll down to Taxes
- In the Tax Number field, enter the VAT number (if required)
- Click Save Bill Settings
If you see the below error message, you need to make sure to enter your country ID prior to the numeric ID in the text box (Format of EU VAT Numbers ).
Once filled, the VAT number will appear in the firm address on Bills that have been generated (not visible on the Bill Theme page)