Skip to content

Invoice formatting

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

Users can set their invoices to be HMRC compliant within mobile configuration.

The HMRC regulation invoice will include the following additions:

  • A tax code column on the line items grid
  • Tax code values for each line item, which are alphabetical in tax value ascending order (e.g. A = 0%, B = 5%, C = 10%)
  • A tax summary at the bottom of the invoice including a key to associate codes with tax percentages, and showing the taxable value and tax for each code, plus the totals for all tax codes combines that matches the overall tax amount for the order

The illustration provided in the invoice is for display purposes only.

Configuration:

HMRC:

"InvoiceTemplate": {
"InvoiceTemplateName": "HMRCCompliant"
}