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Add or update your Tax ID

You can add or update your Tax ID in Sally at any time. This ensures that your tax information is displayed correctly on all future invoices.

To update your Tax ID:

  1. Go to Settings in the left sidebar.
Sally interface with Settings highlighted in the left sidebar
Open Settings
  1. Select Payment under Administration.
  2. Click "Update Invoice Information" — you will be redirected to the secure payment provider.
Payment section in Sally with invoice information and Update Invoice Information button highlighted
Go to Payment
  1. Under "Billing Information", click "Update information".
Invoice information page with Update information button highlighted
Click Update information
  1. Enter your Tax ID.
  2. Click on Save.
Billing information form showing Tax ID input field
Enter your Tax ID
info

After your update, the entered Tax ID will appear on all future invoices.

Please note: Updates are not applied retroactively. Your Tax ID will only be included in invoices issued after the change.