Adding a tax ID

Learn how to add a tax identifier to a customer.

To add a tax ID to a customer:

1. Click All customers in the left navigation. The Customers page appears.

2. Search or scroll to find the customer you want to edit.

3. Click the customer ID link under the Customer ID column. The Customer details page appears.

4. Click the Add tax ID button in the Tax section. If a tax ID already exists, click the Add tax ID link under the existing ID. The Add tax ID dialog box appears.

   

   

5. Enter the required information and click Add.

6. A green Tax identifier added dialog box will appear in the bottom left corner of the screen.