Configure billing details collection
- Tap the (…) next to the location name on the left-side panel > go to Location settings.
- Go to Customers. The Company billing details and User billing details sections apply to two different types of customers:
- Company — customers who sign up as a company or make payments using a company invoice or company card.
- User — customers who sign up as individuals or make payments using a personal card or personal invoice.
- In each section, set the Legal business name, Address, and Tax ID fields to one of the following:
- Required — the field is shown at checkout, and the customer must fill it in to pay.
- Optional — the field is shown at checkout, and the customer can skip it.
- Hidden — the field is not shown at checkout or on the customer’s Membership > Billing page. Administrators can still fill it in on the customer’s behalf.

If you want to use eInvoicing, set the company billing details fields to Required, because an eInvoice cannot be issued without them.
How customers add their billing details
If no field is required
Customers who have never interacted with the location can optionally fill in their billing details by switching the Add billing details toggle on during their first booking, subscription purchase, shop order, or event ticket purchase. The toggle shows the fields that are not hidden. If every field is hidden, billing details are not asked at checkout.
If at least one field is required
The billing details fields appear at checkout, with the required ones marked with an asterisk, and customers must fill in the required fields before completing the first purchase.- New customers are asked for their billing details during their first booking, subscription purchase, shop order, or event ticket purchase.
- Your existing customers who haven’t filled out the required fields yet will be prompted to enter them at their next purchase, after you’ve changed this setting.


When purchasing totally free products, users are not asked to enter billing details.
How customers manage their billing details
Customers can always add or update their billing details that are not hidden via the Membership page.- Individual users update their personal details under the Personal section > Billing.
- Company managers update their company details under the section with their company name > Billing.

Changes to billing details apply to all newly issued receipts and invoices.
How administrators add billing details for customers
Administrators can enter billing details on behalf of a customer by following these steps:- Go to the Customers page > select a user or a company > locate Billing details section > click Edit.

- Fill out the Legal business name, Address, and Tax ID fields on the right-side panel.
- If your location sends eInvoices through Peppol, you can also add the customer’s GLN (Global Location Number).
- Fill it in only when the customer asks to receive eInvoices by GLN, for example in their invoicing instructions. A GLN has 13 digits.
- When empty, eInvoices are addressed using the customer’s Tax ID.
- For companies, you can also add Billing emails — addresses that receive invoices and receipts, separated by commas. When filled, only these addresses receive them. When empty, company invoices go to the company’s Email and company managers.

Invoices display the customer’s name as follows:
- If no billing details are filled in (Legal business name, Address, or Tax ID), the invoice displays the user’s/company’s regular name.
- If any billing detail is provided, the invoice uses the customer’s Legal business name. If this field is empty, the Bill to section will appear blank.
How billing details appear on invoices and receipts
Billing details appear under Bill to on the customer’s invoices and receipts.