Additional Information On Invoices & Estimates

For adding custom information to your invoices and estimates in CRM for business, you have two options:

Additional Company Information

To include details about your company, such as a registration number or tax number, follow the steps shown in the image below:

Additional Client Information

If you need to display specific client information, like their Tax or VAT number, on invoices and estimates, follow these steps as depicted in the image below: