Updated July 22, 2026
You can now display more client details on your invoices — like a contact's name, email, and billing address — plus your own Tax ID or VAT number if your country requires it. Here's how to set it all up.
Step 1: Add a contact profile for your client
Head to your Contacts Directory and create a profile for the person you want listed on the invoice.
If your client's company has multiple people involved (say, a founder and a separate employee that handles their billing), add a contact profile for any person that you might want to display.
On a contact's profile, you'll find the following tabs:
Basics — name, company name, email, phone number
Billing Address — their full billing address
Projects — which project(s) this person should be linked to
📌 Adding someone to a project as a contact does not give them full access to that project. It simply marks them as the primary contact — so they can be notified about things like invoices — without giving them visibility into tasks, chat, files, or other project details. If you also want them to have full access to everything else inside your project, you'll need to invite them to the project separately.
Step 2: Set them as the billing contact for the project
Adding a contact to a project makes them the primary contact for that project, but that alone doesn't put their info on the invoice. To actually display their name and address on invoices:
Go to Project Settings > Billing
Assign the contact as the Billing Contact for that project
You'll see a preview of exactly how their address will display on the invoice
From there you can:
Click Edit/Update to jump back to their contact profile and make changes
Click Add New to create a brand-new billing contact on the spot, without leaving the project
Step 3: Check your invoice
Once your billing contact is set, open any new (or existing, in-progress) invoice and the contact's info should populate automatically.
If anything's wrong, you'll see small edit address links right on the invoice editor — these are only visible while you're editing, not on the live/sent invoice.
Step 4: Add your Tax ID or VAT number (if you need one)
This lives in Workspace Settings > Basics, at the very bottom.
Select your country, and if a Tax ID or VAT number is typically required where you're based, an input field will appear
Enter your number, and it will show up on your invoices automatically
Remove it, and it disappears from your invoices just as easily
Not every country requires this, so don't worry if you don't see the field applying to you.
Have a request?
This feature is brand new, and we know designers around the world have different invoicing requirements. If there's something else you need to be able to display on your invoices, reach out via the chat bubble in the bottom corner — we'd love to hear about it.