How to Display Business and Client Tax IDs on Sparkforge Invoices

To show your business Tax ID under business details and the client’s Tax ID under contact details on every Sparkforge invoice, you set up two pieces of data — a Custom Field for the client’s ID and a Custom Value for your business ID — and then map them into the default invoice layout.

Step 1: Create the data points

Custom Field for the client’s Tax ID

1. Open Settings in the left pane.
2. Under Other Settings, click Custom Fields and select + Add Field.
3. Under Text Input, choose Single Line and click Next.
4. Name the field Tax ID (or your preferred label). Set Object and Group to Contact.
5. Click Save.

Custom Value for your business Tax ID

1. Return to Settings → Other Settings → Custom Values.
2. Click + Custom Value.
3. Enter the name (for example, VAT ID) and the value (for example, 1234).
4. Click Create.

Step 2: Add both IDs to the invoice layout

1. Go to Payments → Invoices & Estimates → Settings.
2. Under Title, Terms and Layout, scroll to Invoice Layout and click Customize Layout.
3. For the business Tax ID: in the Layout tab under Business Information, click + Add Custom Value and select Business Tax ID (or your custom value name).
4. For the client Tax ID: under Contact Information, click + Add Custom Field and select Tax ID.
5. Confirm the preview and click Save changes.

Step 3: Add the Tax ID to each contact

1. Open Contacts and click the contact.
2. Open the Additional info tab.
3. Enter the contact’s Tax ID and save.

From Actions → Create Invoice (or Payments → Create Invoice), the new invoice automatically includes the contact’s Tax ID and your business Tax ID in the right sections.