1
Click on Settings
Click Settings in the main navigation menu. This opens the configuration area where you can manage system-wide settings for your ServiceMate account.
Learn how to enable VAT in ServiceMate and add your business VAT registration number so it appears correctly on customer invoices. This guide explains how to activate VAT charging, configure VAT rates, and ensure your invoices display the required VAT information.
2
Click on Company Setup
From the settings menu, click Company Setup. This section allows you to manage your business details, including your company information, VAT settings, and invoice configuration.
3
Click on Tax & Address
Within Company Preferences, click the Tax & Address tab. This section is where you can enter your company address details and configure tax settings, including enabling VAT and adding your VAT registration number.
4
Select Country and Enter VAT Number
Ensure United Kingdom is selected as the country. Then enter your VAT registration number into the VAT Reg Number field. This ensures your VAT number appears correctly on invoices generated from ServiceMate.
5
Select the VAT Registration Date
Enter the VAT Registered From date. This ensures that any jobs created before your VAT registration date remain VAT exempt, while jobs created after this date will have VAT applied automatically.
Your VAT settings have been saved. VAT will now be automatically applied to applicable jobs and your VAT registration number will appear on invoices generated from ServiceMate.
