I can't see UTR and NI on my invoice

Support
1

Hello,
Updated Management Information by adding my UTR and NI, also I changed the Trading Address.
None of these changes are reflected on my invoice.
I created even new invoice, checked the preview - and i can see only old data.

How can I fix it?

2

Hi @jacekgle

The UTR and NI numbers won’t be on the invoice.

All your invoice details can be found by going to Account Settings. The company address for example, comes from your Company Settings, while what fields are shown (e.g. date, VAT number, etc.) can be controlled by going to Invoice Customisation.

Hope that helps!

3

Thank you,
Thats not good as according to Invoicing and taking payment from customers: Invoices - what they must include - GOV.UK

Invoices - what they must include

Your invoice must include:

*** a unique identification number**

  • your company name, address and contact information
  • the company name and address of the customer you’re invoicing
  • a clear description of what you’re charging for
  • the date the goods or service were provided (supply date)
  • the date of the invoice
  • the amount(s) being charged
  • VAT amount if applicable
  • the total amount owed
4

Also, when provided, “Purchase Reference”, is not visible on the invoice…
I have also disabled Exchange Rate - but it is still visible…

5

The unique identification number would be your invoice number. It should be unique and sequential for each invoice.

Company/business name, address and contact information can be edited within your settings. I did outline this above, but if you’re having any problems, please don’t hesitate to let us know and we’ll try our best to help you further.

It could be hidden in your invoice customisation. If you go to Account Settings >> Invoice Customisation, you can enable this:

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6

Thank you @QFMathew , how do I actually include UTR on the invoice?

7

Hi @jacekgle

There isn’t a set way of doing this within QuickFile, but you can add it to your invoices by putting it in the notes area, for example.

You can set this as default text, and this would automatically be placed on every new invoice.

8

Why do you want to display your UTR. This is private between you and HMRC?

9

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