New format for Client details in Invoices and Estimates

Due to the European Union's directive on standardized invoice formats (EN 16931), we have updated the way client details are entered in invoices and estimates. This change ensures compliance with regulations and facilitates compatibility with accounting software that processes eInvoices.

How to add client details to invoices

When creating a new invoice, you are now required to fill in your client's details using the new format:

  • STEP 1: Click on Invoices in the left-side menu
  • STEP 2: Click on “+” in the upper right corner to Create a new invoice
  • STEP 3: Select a Client company name ( the system will show a warning that the address is in old format)
  • STEP 4: Type in the new address in the Address field
  • STEP 5: Add the other details:
    • Client Address (required)
    • Apt/Suite Number (optional)
    • City (required)
    • State/Province (optional)
    • Tax Number (EIN, TIN, UTR, etc.) (optional)
  • STEP 6: Add description, qty and cost
  • STEP 7: Click Create invoice

The new address will be displayed.


How to add client details to estimates

When creating a new estimate, you are now required to fill in your client's details using the new format.

  • STEP 1: Click on Estimates in the left-side menu
  • STEP 2: Click on “+” in the upper right corner to Create a new estimate
  • STEP 3: Select a Client company name ( the system will show a warning that the address is in old format)
  • STEP 4: Type in the new address in the Address field
  • STEP 5: Add the other details:
    • Client Address (required)
    • Apt/Suite Number (optional)
    • City (required)
    • State/Province (optional)
    • Tax Number (EIN, TIN, UTR, etc.) (optional)
  • STEP 6: Add description, qty, and cost
  • STEP 7: Click Create invoice

The new address will be displayed.

How to edit client details on invoices and estimates

If you are editing existing invoices or estimates, you also have to update the client details to align with the new format:

  • STEP 1: Click on Invoices/Estimates in the left-side menu
  • STEP 2: Select the desired invoice/estimate
  • STEP 3: Click on the three dots (...) in the upper right corner
  • STEP 4: Click on Edit to make the necessary changes
  • STEP 5: Click on Save 


Note: Once client details are updated using the new format during editing, they will be saved, and you will not need to re-enter them for future edits.


Can’t find your answer?

Start Your Free Trial

Enter your email to get 14 days of ActiveCollab absolutely free, without any limitations.


or

By signing up you are agreeing to the ActiveCollab Terms of Service & Privacy Policy.

Great, just a few seconds and you're in.

All done! Redirecting you to your account.

Continue

We've sent you an email to confirm that it's you.
Please check your email to complete the trial account creation.

We detected that you already have an ActiveCollab account

You can log in to an excisting account or you may start a new one

Sorry, we could not create an account for you at this moment.
Please double check your email address. If the issue still persists, please let us know by sending an email to support@activecollab.com


Try again