Prevent Tax ID from appearing on client invoices
Answered

Is there a way to prevent tax ID from appearing on client invoices? I thought there used to be an option for this, but I can't seem to find it.

9 comments

  • Avatar
    Gillian

    Hi Jeremy! There is, indeed, a way to prevent this from showing on invoices. Head over to My Account > Settings > Billing and Services and update your settings in this drop-down here:

    Please note that you'll need to delete and regenerate previously generated invoices to remove the Tax ID, as these changes will not apply retroactively. 

    Hi Jeremy! There is, indeed, a way to prevent this from showing on invoices. Head over to My Account > Settings > Billing and Services and update your settings in this drop-down here:

    Please note that you'll need to delete and regenerate previously generated invoices to remove the Tax ID, as these changes will not apply retroactively. 

  • Avatar
    Evan T. Kenison

    I don't see a drop down option to choose whether the tax id displays on superbills & invoices or to not display on either.  How do you get this to show in order to choose this option?

    I don't see a drop down option to choose whether the tax id displays on superbills & invoices or to not display on either.  How do you get this to show in order to choose this option?

  • Avatar
    Kim Addo

    I did not see a drop down option either.  Has this feature been updated?

    I did not see a drop down option either.  Has this feature been updated?

  • Avatar
    Gillian

    This drop-down menu has not moved or changed. You will only see it if a tax ID or SSN has been entered in that field, however. 

    This drop-down menu has not moved or changed. You will only see it if a tax ID or SSN has been entered in that field, however. 

  • Avatar
    Evan T. Kenison

    I have the Tax ID entered in that field, but it does not give me a drop down menu to choose what it displays on.

    I have the Tax ID entered in that field, but it does not give me a drop down menu to choose what it displays on.

  • Avatar
    Gillian

    Hi Evan, have you reached out to our Success team for assistance with this already?

     

    Hi Evan, have you reached out to our Success team for assistance with this already?

     

  • Avatar
    Rebecca Nye

    I am having the same problem with not having the drop down menu. How do I contact the SP Success or support team? 

    I am having the same problem with not having the drop down menu. How do I contact the SP Success or support team? 

  • Avatar
    Kara Stith

    I am also having the same problem. The drop down menu does not appear. How do I contact the Success team?

    I am also having the same problem. The drop down menu does not appear. How do I contact the Success team?

  • Avatar
    Gillian

    You can contact the Success team through the red Help bubble in your SimplePractice. Just shoot us an email or chat with us during chat hours for assistance - we're here to help. 

    You can contact the Success team through the red Help bubble in your SimplePractice. Just shoot us an email or chat with us during chat hours for assistance - we're here to help.