1. Halaxy Help Guide | United Kingdom
  2. Finances
  3. Invoices

Add VAT Number to invoices

Halaxy automatically displays the practice location's or individual practitioner's business/tax identification number in every issued invoice. All you need to do is enter the VAT Number in the system, and it automatically appears on all your invoices.

Add VAT Number for a practice location

When you set an VAT Number for a practice location, this VAT Number is used by default in invoices for all practitioners at that location. To do this, follow the steps below.

  1. Click Personal > Locations.

  2. Under the practice location’s details section, click the Icon-Edit.svg pencil icon.

    Location-Edit-UK.png

  3. In the pop-up, for the VAT Number field, enter the location's VAT Number.

    Location-TaxID-UK.png

  4. Click Save.

Add VAT Number for an individual practitioner

When you choose to set an VAT Number for an individual practitioner, this VAT Number is used in invoices for that practitioner instead of the practice location’s VAT Number. To do this, follow the steps below.

  1. Click Personal > Locations.

  2. Under the relevant location, for the relevant practitioner, click the Icon-Plus.svg plus icon to expand their details. Next to VAT Number in Use, click the Icon-Edit.svg pencil icon.

    Location-TaxID-Prac-UK.png

  3. In the pop-up, enter the practitioner’s VAT Number.

  4. Click Save.

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