How to review client tax ID fields

Correct tax ID data prevents delivery and compliance issues on issued invoices. See how to handle client tax details and how to edit client details.

Open the client tax section

1. Open Clients and edit the customer record.
2. Scroll to the tax ID section.
3. Confirm country, number, and identifier type match official documents.

Save changes

1. Update fields when the customer legal identity changed.
2. Save the client before creating new invoices.
3. Existing issued invoices keep the details they had at issue time.