Can I customize my invoices and receipts?

Paperform allows you to customize the details of future invoice receipts.

To get started, navigate to your Billing Settings and select the button labelled "Billing Portal".

A screenshot from the Billing Settings page of an account, showing the "Billing Portal" section and the button that should be clicked in this step.Billing Settings - Billing Portal

The page that appears will allow you to modify your Billing Information, including any Tax ID numbers you'd like to add or change.

Invoice receipts generated before June 2021 will not appear in your Billing Portal. Instead, you can access and modify these within your Account Settings, under the "Receipts" section. Click the button labeled "Customize Receipts" on this page to get started.

Related Articles

Sales Tax on Paperform Subscriptions
This article will help you understand how taxes are applied to your Paperform bill in your jurisdiction. A jurisdiction is any government defined area with individual tax regulations - it could be a country or a state, or even a city.
How do I add a tax ID?
If you're a paying customer, we require you to provide a tax ID from your region. Here's how to add a tax ID.
Where can I find Paperform's W9 form or tax information?
Paperform is US based company, and we do provide W9 information on request. See our Trust Centre for more information at https://paperform.co/trust/
Is it possible to have receipts sent to a different email address than mine?
By default, invoice receipts are sent to your account's email. If you'd like to change where receipts are sent, you have two options.