Tax ID Visibility Update

October 31, 2023

Easily display and set Tax ID on customer accounts! 📊💼


Head to Settings > Admin > Workflow > New Order page > Optional Customer Fields, toggle on 'Tax ID', and update it on the customer CRM page. Business accounts will automatically display the Tax ID.


The Tax ID will be visible on invoices for both customer and business accounts. Learn more on our 'Sales Tax Setup'.