As a German business selling to other European countries (e.g. Austria), you are obliged to put the customer's VAT ID on the invoice. Unfortunately, I didn't find an option/field to do it. Is there any solution?
Hi folks, hope everyone is well today and appreciate all of the product feedback! My name is Jack and I'm a member of the Commerce Hub product team. As I'm sure many of you all know, the team has done A LOT of work on our invoices tool recently and we're certainly not done yet, you all can absolutely expect many more updates to come.
That being said, I ran some tests in my account and you can indeed accomplish this end goal right now using snippets... check out this video I took which walks through this and as mentioned above, stay tuned for much more from the team!
@Patrick-Schwarz@MDoudou ,we're a HubSpot software partner that has worked with many EU companies to solve compliance and complex billing requirements associated with doing business in the EU.
With Paycoveyou can customize invoice templates in Paycove to include a custom HubSpot fields for displaying a customer's VAT ID. For example, you might use the placeholder "{{customer.VATID}}" in your Paycove Invoice Template, which will then show the VAT ID you've assigned to your customer in HubSpot. Additionally, you can create different templates tailored to various countries or business entities.
Feel free to reach out if you would like to learn more about how we can help: Meet with Paycove
+1 from Spain. This renders the whole module useless for us. Contacts and companies would need a TaxID property and the invoice preset should allow you to add it to recipient's information.
Hi folks, hope everyone is well today and appreciate all of the product feedback! My name is Jack and I'm a member of the Commerce Hub product team. As I'm sure many of you all know, the team has done A LOT of work on our invoices tool recently and we're certainly not done yet, you all can absolutely expect many more updates to come.
That being said, I ran some tests in my account and you can indeed accomplish this end goal right now using snippets... check out this video I took which walks through this and as mentioned above, stay tuned for much more from the team!
I have accomplished this by using a "property sync" property on my invoice objects.
First, create a new property on your invoice, then sync it with the VAT # on either your associated company, contact, or deal object (depending on how you record this information most accurately).
Then, add the custom field to your invoice.
This way it will show at the top of the invoice rather than in the comments!
Just so you know, you won't see the field until you finalize the invoice and create it. It will not appear in draft and it will not appear in the email - only the PDF or web version of the invoice.
At my company, we have a dependant property for VAT # on our Deals in order to move them to our "ready to invoice" stage. So the info needs to be there if the sales person wants an invoice created. This is an important safeguard to make sure the VAT information is there at the moment of invoice creation.
Hey @MCarcelénAlcá , just came back to this thread today to check something, and i saw your reply. What about orchestrating a property sync via a workflow? You can copy property values. I believe it works across objects. Or, you could do it via API into n8n or another tool.
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