Scope

Add VAT number on the invoice

Where to input the tax ID of the company for all invoices, not just individual invoices?

Summary
While configuring tax for a specific region, there will be an option to update the Tax label and number. This will be displayed as your company’s tax number on the invoice pdf. To update the VAT number for the EU/UK region, you will have to add the registered VAT number (VAT Moss/without VAT Moss) respectively. This can be updated under Taxes settings in Chargebee.

Once this is configured, all the invoices generated will have the merchant's VAT number. 

Refer to this link if you want to configure and display the customer's VAT number on the invoice

Solution

How to configure and display Merchant’s VAT number on the invoice?

To display your company’s VAT number on your customer’s invoices, navigate from Settings > Configure Chargebee > Taxes. 

For the EU region, refer to this link on how to set up taxes. 

1. You need to click on Add Region > EU Region > Pick a mode of configuration

• Avalara: If you are using Avalara to automate tax calculation for your business, you can integrate your Chargebee site with Avalara and use it as your preferred mode of tax calculation. For more information, Avalara

• Manual: You can use this option if you want to manually add each of your tax components for this region. In the Add Tax pop-up, specify the Tax name and Tax rate, and click Save.

2. What type of product do you sell?

• Digital Products/Services:

  • Your buyer's member states' VAT rates apply (destination based)

• Other services:

  • If you have not registered in your buyer's member state, the VAT rate of your member state applies (origin based)

  • If you have registered in your buyer's member state, the VAT rate of your buyer's country applies (destination based)

3. Have you registered for VAT MOSS?

You can configure your VAT Number as per your registration whether it’s VAT MOSS or without VAT MOSS here and this number will be displayed on the customer invoice pdf.

Tax Registration Number:

Set the tax label as EU VAT/UK VAT as per your business and enter your VAT Number here.

You can configure VAT MOSS or VAT numbers specific to the country. The tax breakup will automatically be calculated. (screenshot for reference)

4. Merchant VAT Validation:

You as a merchant may have a tax registration number in different EU member countries. Alternatively, for providing digital services more conveniently across the EU region, you may have registered for VAT MOSS. Click here to know more. 

Note: The VAT number(s) you enter will be validated automatically when provided. Manually Validating the VAT number will be marked as ‘Manually Marked as valid'.

Once this is successfully completed, the invoices that get generated will have the business's VAT number displayed.

How to configure and display the customer's VAT number on the invoice?

Refer to this link - Tax line item not showing on the invoice if you want to configure and display the customer's VAT number on the invoice

Related Articles

I haven't registered for VAT MOSS. How can I display my company's VAT number on the invoices?