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Adding comments to customer sales invoice

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I have a customer in Mexico who needs his tax ID and our tax ID printed onto his sales invoice. This is the only customer that has requested this. What would be the best way to get this task completed?

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Teagen Boll 3,334 Super User 2026 Season 1 on at

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I would create a layout specific to that customer and apply that invoice layout to that customer and then let the others use the default one.

Go to the customer and select Customer > Document Layouts:

Then select the specific invoice layout to use for that customer:

You'll just have to make sure to have that invoice layout created first then you can assign it with the steps above.

Best,

Teagen Boll

Work: Catapult ERP

Social: LinkedIn

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OussamaSabbouh 18,239 Super User 2026 Season 1 on at

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Hello,

For one customer only, I would not customize the whole invoice globally. Put the customer tax ID in the customer’s VAT Registration No. field, put your company tax ID in Company Information / VAT Registration No., then create or copy a Sales Invoice report layout that prints both fields and assign that layout only to this customer from Customer Card > Document Layouts. Business Central supports customer-specific document layouts, so this is cleaner than changing the invoice for everyone. If the standard invoice dataset/layout does not already expose the exact fields you need, then small customization/report extension may be needed to add them to the dataset, then print them in the custom layout.

Regards,
Oussama Sabbouh

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Abhilash Warrier 8,659 Super User 2026 Season 1 on at

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Hi,

If you do not want any customization/enhancements - please try creating a custom invoice layout with tax IDs and assign it exclusively to that customer via Document Layouts, leaving others on the default.

-> Test before rollout: Preview/print an invoice to confirm formatting and placement.
-> Avoid hardcoding: Keep everything layout-driven so future changes don’t require development.
-> Reuse if needed: If another customer needs similar formatting later, assign the same layout quickly

Regards,

Abhilash

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Jainam M. Kothari 17,045 Super User 2026 Season 1 on at

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Hello,

If this requirement applies to only one customer, the simplest and most maintainable approach is usually to customize the sales invoice report so that it conditionally prints both the customer's tax ID and your company's tax ID when the invoice is generated for that specific customer.

the customer's tax ID in the standard VAT/Tax Registration field (or another appropriate customer field if needed) and retrieve your company's tax ID from the company information record.

Then add a condition in the report layout to display these values only for that customer, avoiding any impact on invoices for other customers.

If the customer may require this on future documents as well, you could make the solution more flexible by adding a boolean flag such as "Print Tax IDs on Invoice" on the customer card and using that to control the report output rather than hard-coding a specific customer number.

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Grigorios Mavrogeorgis 2,721 Super User 2026 Season 1 on at

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Hi, both IDs are already in the system, so this is really just a layout job, not a data one. Your own tax ID sits in Company Information, and the customer's tax ID is on the Customer card, the VAT Registration No. or the RFC field if you have the Mexican localization on. So the values exist, you just need them showing on the invoice report.

For one customer the cleanest way is a custom sales invoice layout that adds those two fields, then assign that layout only where you need it. From what I seen, easiest is copy the standard sales invoice report layout, add the company tax ID and the customer tax ID textboxes, and either set it as the document layout on that one customer through Document Layouts on the customer card, so only he gets it, or make it the general one if you do not mind everyone seeing it. The per customer Document Layouts is nice here because it is the single customer asking.

If you are on cloud a Word layout is the simpler edit for just dropping two fields in, RDLC is more fiddly.
Are you on the Mexican localization, because then the RFC fields are the right ones to pull, not the generic VAT Reg No.? And do you want it on posted invoices only or also the order confirmation? That decides which report you copy.

Glad to help - follow up if anything is unclear.
► If this solved it, marking it verified helps others too.
Regards,
Grigorios Mavrogeorgis
Business Central Consultant & AL Developer
Work: Gmsoft Limited
Blog: insidebusinesscentral
LinkedIn: linkedin.com/in/gregorymavrogeorgis

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Gerardo Rentería Ga... 27,507 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Modifying the Sales Invoice Format in Dynamics 365 Business Central Using Microsoft Word - Crestwood Associates

How to Customize Word Invoice Formats in Dynamics 365 Business Central - Encore Business Solutions

Building Business Central Excel Reports with Copilot – BC Development Notebook

Best Regards
Gerardo

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