UTR ON INVOICES

Question asked by Lilian Ortega 5 years ago

I need to show the company UTR on my invoices. If possible next the company registration number, I haven't been able to edit that part on my invoice.

Help, please

2 Replies

Hi Lilian

First off, the company number should pre-populate so long as you've completed it within Settings > Organisation:

file

For the UTR, we take a three-prong approach:

  1. Invoices themes > Edit > Labels and change fax to UTR [then go into your company details section as above and add your UTR to the fax number part]
  2. Invoice themes > Edit > Theme settings and add a line quoting the UTR to the invoice payment text
  3. Emails > Email templates > Invoice and add a brief line re the UTR on there too.

Contractors seem to get the hint that way!!

Hi Lilian,

I can confirm that the steps Kevin has kindly outlined above, is indeed the best way of doing this on Clear Books.

If you need any further assistance with this, please do let me know.

Kind Regards,

Natasha

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