I am based in South Africa and it is law to include both the supplier (myself) and the customers tax/VAT number on the invoice. I cant find any customisation on the Customer area to include this information?
Same here, we are forced by law not only to show our VAT num ber, but also that of customers/vendors...and there is not even a field for that in your Vendor CRM example file!
Hey @DiscoSegreta @AndyBoy and @jakes05
Great suggestion, especially since it is required for compliance reasons in a number of regions. Right now it would be possible (as a workaround) to include the requisite account numbers in the notes section of your customer's profile (via Sales > Customers), which you could copy/paste into the notes section of the invoice. We are looking to expand on our invoice function, so feedback regarding how they could be improved is extra appreciated at the moment.
@DiscoSegreta I just wanted to confirm as well, in terms of vendors, it'd be ideal to have this as an option to be included in bills as well?
Yeah, workarounds are good, but not when you have to migrate your data, or import your data back to another platform, and important fields such as VAT number cannot be just put in the "workaround" field and then go recover such important data in the field that I have previously used as a workaround, am sure you understand