Adding company registration number to invoice template
SOLVE
Hi @SRom, yes, it would be a manual add of the snippet in the comments portion. I looked into workflows briefly and don't think it's possible to use workflows. HubSpot is working to build out API capabilities, including the commerce API, so maybe when that's available a snippet could be added automatically when an invoice is created.
The other option is to add the reg. # in your company name or address but this updates globally for not just invoices but things like quotes. To update, go to Settings > Account Defaults > Company name (under company information section). You also have two address lines, so you could possibly use address line one as Registration Number: 12345 and then populate the rest of your address information below it.
Sadly no since this looks really unprofessional. When you are working in a B2B environment having "Comment" written in fat letters above your bank account or registration number can't be a solution in my eyes, especially when other solutions, even open source ones, are able to have a footer with that kind of information.
Adding company registration number to invoice template
SOLVE
Hi @SRom, HubSpot provides the ability to add a tax id immediately below the address at the top of an invoice. Is this what you're after with the registration number? Here's how to add a tax id:
If that's not what you're after, you could always create a snippet with the information you want and populate it in the comments portion of the invoice; however, this would be at the bottom of the invoice.
Adding company registration number to invoice template
SOLVE
Thanks, it’s not tax ID as that unfortunately is limited to VAT. In France it’s a legal requirement to have your registration number on invoices. The issue with the comments section is that (as far as I can tell) whoever creates the invoice would have to add it manually every time?
Adding company registration number to invoice template
SOLVE
Hi @SRom, yes, it would be a manual add of the snippet in the comments portion. I looked into workflows briefly and don't think it's possible to use workflows. HubSpot is working to build out API capabilities, including the commerce API, so maybe when that's available a snippet could be added automatically when an invoice is created.
The other option is to add the reg. # in your company name or address but this updates globally for not just invoices but things like quotes. To update, go to Settings > Account Defaults > Company name (under company information section). You also have two address lines, so you could possibly use address line one as Registration Number: 12345 and then populate the rest of your address information below it.