How do I show my company number and VAT number on client documents?
Short answer
Section titled “Short answer”Settings → General → Workspace identity (Owner or Admin): fill in Phone, Company registration number and VAT number, then Save. They appear under your address on the validation PDF and on the client’s signature page, starting with the next requests you send.
Details
Section titled “Details”- The three fields are optional (50 characters at most each). An empty field is simply left off the document.
- Under your address, the document lists, in this order, your contact e-mail, the phone, then “Company no.: …” and “VAT no.: …” (in French “SIRET : …” and “N° TVA : …”), only those that are filled in.
- These details are frozen when the request is sent: a request already sent, signed or not, keeps the details it had. To get them on a document, send a new request (see Timesheet validation).
- Reload the web app after a Tickr update before saving this form: a page opened before the update does not know the new fields and would clear them on save.
The form is described in Workspace settings.