Invoicing Abroad

To invoice abroad, first make sure the correct VAT codes are unlocked in Settings.

In this article you can read how you properly define your VAT codes

Link a VAT code to each service. You can override the default VAT code per project service if needed.

Note: By default, when adding a new service to a project, the VAT code set for the relation in CRM or linked in the service settings is used. However, you can deviate from this by simply selecting a different VAT code here:

If the debtor is within the EU but not in the Netherlands, you must include their VAT identification number. Add this number in the CRM record before sending the invoice.

If the relation is exempt from VAT, you can disable this requirement in CRM under “Is VAT exempt.”

Sometimes you must state why no VAT is charged (e.g., intra-community supply). Configure this text (e.g., “VAT reversed / Exempt from VAT”) on the VAT code:

Note: When you use a standard note on the invoice within an invoice template, the text associated with the VAT code (in the example above, “VAT reversed”) will not be displayed. You will need to remove the note in order to show the text related to the VAT code.

When you use a foreign VAT code on an invoice, the address in CRM must also be a foreign address.

In addition, under the “Invoicing” tab of the relation (invoicing preferences), the VAT number must be entered. Note: if you have an accounting integration, you must enter the VAT number without spaces or symbols.

To send invoices in another language, create a separate invoice template. You can configure the VAT code description to appear automatically.

Link this template in CRM under “Invoicing preferences.”