Category: Payments, invoices, and taxes

This guide explains how to configure your VAT code, Tax ID, and company details in Sender so that your invoices display accurate tax and business information.

Where to Find This Setting

In the Sender dashboard, go to Account settings → General settings.

On this page, you will see the Company info section. It contains the Company name, Company code / Tax ID (optional), VAT code (optional), Address, City, State / Province / Region, Postal/ZIP code, and Country fields. These fields control the business and tax details that appear on your invoices. To view your invoices with the applied tax information, go to Account settings → Billing and select the Invoices tab.

Steps to Configure Taxes & VAT

Step 1 — Enter your VAT code and Tax ID

Go to Account settings → General settings. In the Company info section, locate the VAT code (optional) field and enter your VAT number (for example, LT100000009017). If you also have a company registration number or Tax ID, enter it in the Company code / Tax ID (optional) field. These fields are optional but recommended if your business is VAT-registered or requires tax identifiers on invoices.

Step 2 — Update your company and billing address details

In the same Company info section, verify that the Company name, Address, City, State / Province / Region, Postal/ZIP code, and Country fields are filled in correctly. These details appear on your invoices and should match your official business registration. Select the correct country from the Country dropdown, as this may affect how taxes are calculated on your charges.

Step 3 — Save your changes

Click the Save button at the bottom right of the page. Your updated VAT code, Tax ID, company name, and address details will apply to all future invoices. Previously issued invoices are not updated retroactively.

Step 4 — Verify the updated information on your next invoice

Go to Account settings → Billing and select the Invoices tab. Click Download Invoice next to any invoice issued after your changes. Open the downloaded PDF and confirm that your VAT code, Tax ID, company name, and address appear correctly on the invoice.

Understanding Your Invoice

Date — The date and time the invoice was generated. Invoices are listed in reverse chronological order, with the most recent at the top.

Invoice no. — A unique number assigned to each finalized invoice. Invoices with a "Waiting for payment" status may not yet have an invoice number assigned.

Amount — The total amount charged for that billing period, including any applicable taxes. The currency displayed corresponds to your billing currency.

Status — Indicates the current state of the invoice. Paid means the payment was successfully processed. Waiting for payment means the charge has not yet been completed.

Download Invoice — Click this button to save a PDF copy of the invoice to your device. The PDF includes your company name, address, VAT code, Tax ID, line item charges, tax amounts, and total.

Pay Now — Appears next to invoices with a Waiting for payment status. Click this button to attempt payment immediately using your payment method on file.

Tax Configuration

VAT code (optional) — Located in the Company info section on the General settings page (Account settings → General settings). Enter your VAT registration number here. Once saved, it will appear on all future invoices. This field is intended for EU VAT numbers and similar tax registration identifiers.

Company code / Tax ID (optional) — Also located in the Company info section on General settings. Use this field for your company registration number or national Tax ID if it differs from your VAT code. This value also appears on invoices once saved.

Company name — Enter your official registered business name in this field on General settings. This is the name that will be printed on your invoices as the billing entity.

Address, City, State / Province / Region, Postal/ZIP code — These fields on General settings define your billing address. Ensure they match your business registration to keep your invoices accurate for accounting and tax filing purposes.

Country — Select your country from the dropdown on General settings. Your country selection may influence how taxes are applied to your subscription charges. Review your invoices to confirm the correct tax treatment.

Note: Sender provides tools to configure your tax identifiers and business details for invoices. For guidance on your specific VAT obligations, tax exemptions, or jurisdiction-specific requirements, consult a qualified tax professional or accountant.

Payment Tips

Keep your VAT code current — If your VAT registration number changes or you become VAT-registered, update the VAT code (optional) field on General settings immediately so that future invoices reflect the correct number.

Match your invoice details to your business records — Ensure your Company name, Address, and Country on the General settings page match the details in your official business registration. This prevents discrepancies when submitting invoices for expense reports or tax filings.

Download invoices promptly — Go to Account settings → Billing → Invoices and click Download Invoice to save PDF copies for your accounting records. Keeping local copies ensures you have access to your financial records at any time.

Review tax amounts on each invoice — After downloading an invoice, check the tax line items to confirm the correct VAT or tax rate was applied. If something appears incorrect, contact Sender support with the invoice number.

Resolve unpaid invoices quickly — If an invoice shows Waiting for payment, click Pay Now to process the charge. Unresolved invoices may affect your account status.

Common Issues

VAT code not appearing on invoices → You may have entered the VAT code but did not click Save on the General settings page. Go back to Account settings → General settings, verify the VAT code (optional) field, and click Save. The code will appear on invoices generated after saving.

Old invoices still show previous company details → Previously issued invoices are not updated retroactively when you change your company information. For corrections to already-issued invoices, contact Sender support with the invoice number and the details that need to be changed.

Country dropdown not updating tax charges as expected → Changing your Country on General settings affects future invoices only. If you believe tax is being applied incorrectly, review your most recent invoice and contact Sender support for clarification.

Invoice shows "Waiting for payment" with no invoice number → The invoice number is assigned once payment is finalized. Click Pay Now to complete the payment. Once processed, the invoice number and Paid status will appear.

FAQs

How do I add my VAT number to invoices? Go to Account settings → General settings and locate the VAT code (optional) field in the Company info section. Enter your VAT number and click Save. It will appear on all future invoices. Previously issued invoices are not updated retroactively.

Can I add a Tax ID that is different from my VAT code? Yes. The Company code / Tax ID (optional) field is separate from the VAT code (optional) field. Enter your company registration number or national Tax ID in the Company code / Tax ID (optional) field and your VAT number in the VAT code (optional) field. Both will appear on future invoices after you click Save.

Where do I update my billing address for invoices? Go to Account settings → General settings. Update the Address, City, State / Province / Region, Postal/ZIP code, and Country fields in the Company info section, then click Save. Future invoices will display the updated address.

Is VAT or sales tax included in the price shown on the Billing page? Tax handling depends on your location and business status. Some charges may have VAT or sales tax added on top of the listed price. Review your downloaded invoice for the exact tax breakdown. Consult a tax professional for guidance on your specific obligations.

Can I get a corrected invoice if my company details are wrong? Update your Company name, Address, and VAT code on the General settings page. Future invoices will reflect the updated details. For corrections to previously issued invoices, contact Sender support with the invoice number and the details that need to be changed.

How do I download an invoice? Go to Account settings → Billing and select the Invoices tab. Find the invoice in the list and click Download Invoice to save a PDF copy to your device.

Does changing my country affect tax on existing invoices? No. Changing the Country field on General settings only affects invoices generated after the change. Existing invoices retain the tax calculation that was applied at the time of billing.

When does Sender charge my payment method? Charges occur at the beginning of each billing cycle based on your subscription renewal date. You can view your renewal date on the Billing page under Your plan.

This guide explains how to add or update a payment method, view and download invoices, and configure tax-related company details in Sender.

Where to find this setting

In the Sender dashboard, go to Account settings → Billing.

The Billing page displays your current plan name, status, and validity date at the top. Below that, three tabs organize your financial settings: Payment methods, Invoices, and Email usage. The Payment methods tab shows a table of saved cards with their type, payment details, expiration date, and status. The Invoices tab lists all invoices with their date, invoice number, amount, and payment status. Tax and company fields are located separately under Account settings → General settings in the Company info section.

Steps to manage payment methods and invoices

Step 1 — Add or update a payment card

Go to Account settings → Billing and select the Payment methods tab. Click Add payment card. In the Add payment method dialog, the New credit or debit card option is selected by default. Enter your Card number, MM/YY expiration date, and CVV, then click Add card. The card appears in the payment methods table with its type, masked payment details, expiration date, and status. This card will be charged for future billing cycles.

Step 2 — View and download invoices

Go to Account settings → Billing and select the Invoices tab. The table displays all invoices sorted by Date, along with the Invoice no., Amount, and Status for each entry. Invoices show either Paid or Waiting for payment as their status. Click Download Invoice next to any invoice row to save a copy as a PDF. For unpaid invoices, a Pay Now button is also available to complete the payment immediately.

Step 3 — Pay an outstanding invoice

On the Invoices tab, locate any invoice with the status Waiting for payment. Click the green Pay Now button next to it to process the charge using your saved payment method. Once the payment completes, the invoice status updates to Paid and the Pay Now and Delete buttons are replaced with only a Download Invoice button. If no payment method is on file, add one first on the Payment methods tab.

Step 4 — Update company and tax information for invoices

Go to Account settings → General settings. In the Company info section, update the Company name, Company code / Tax ID (optional), VAT code (optional), Address, City, State / Province / Region, Postal/ZIP code, and Country fields as needed. Click Save at the bottom of the page. These details are reflected on future invoices. Previously issued invoices are not updated retroactively.

Understanding your invoice

Date — The timestamp showing when the invoice was generated.

Invoice no. — A unique identifier assigned to each paid invoice. Unpaid invoices may show a dash until payment is completed.

Amount — The total charge for that invoice, displayed in the applicable currency.

Status — Indicates whether the invoice has been Paid or is Waiting for payment.

Download Invoice — Saves a PDF copy of the invoice. Available for all invoices regardless of payment status.

Pay Now — Appears only on invoices with the Waiting for payment status and processes the charge using your saved card.

Tax configuration

VAT code (optional) — Located under Account settings → General settings in the Company info section. Enter your VAT number in this field to include it on future invoices. The placeholder text shows the expected format (e.g., LT100000009017). Leave this field blank if VAT does not apply to your business.

Company code / Tax ID (optional) — Found in the same Company info section. Enter your company registration number or tax identification number here. This value appears on invoices alongside your company name and address.

Country — A dropdown in the Company info section. Selecting the correct country may affect how taxes are calculated or displayed on your invoices.

Company name and address fields — The Company name, Address, City, State / Province / Region, and Postal/ZIP code fields determine the billing details printed on your invoices. Update all relevant fields and click Save to apply.

Note: Sender provides these fields for tax configuration purposes. For guidance on your specific VAT, sales tax, or other tax obligations, consult a qualified tax professional or accountant.

Payment tips

Keep your card details current — If your card is nearing expiration, add a new payment method on the Payment methods tab before your next billing cycle to avoid a failed charge.

Download invoices promptly — Use the Download Invoice button to save PDF copies of paid invoices for your expense reports or accounting records.

Review unpaid invoices regularly — Check the Invoices tab for any entries with the Waiting for payment status and use Pay Now to clear them before they affect your subscription.

Verify company info before renewal — Update your Company name, VAT code, and Address under General settings before your next billing cycle so that the correct details appear on your next invoice.

Check the invoice currency — Invoice amounts may appear in different currencies. Review the Amount column on the Invoices tab to confirm the currency applied to each charge.

Common issues

Payment card was declined → The card may be expired, have insufficient funds, or be blocked by your bank. Verify your card details on the Payment methods tab, confirm funds are available, and contact your bank if the issue persists.

Invoice shows "Waiting for payment" after adding a card → Adding a card does not automatically pay outstanding invoices. Go to the Invoices tab and click Pay Now next to each unpaid invoice to process the charge.

VAT number is missing from a downloaded invoice → The VAT code field under Account settings → General settings may be blank. Enter your VAT number, click Save, and download the invoice again. Note that previously issued invoices may not reflect retroactive changes — contact Sender support for corrections to past invoices.

Company name or address is incorrect on an invoice → Update the Company name, Address, and related fields under Account settings → General settings and click Save. Future invoices will use the updated details. For corrections to previously issued invoices, contact Sender support with the invoice number and the details that need to be changed.

Cannot delete a paid invoice → The Delete button is only available for invoices with the Waiting for payment status. Paid invoices cannot be deleted from the Invoices tab and remain in your billing history as permanent financial records.

FAQs

How do I download an invoice? Go to Account settings → Billing and select the Invoices tab. Click Download Invoice next to the invoice you need to save a PDF copy.

Can I add my VAT number to invoices? Yes. Go to Account settings → General settings and enter your VAT number in the VAT code (optional) field under Company info. Click Save. The VAT number will appear on all future invoices. Previously issued invoices are not updated retroactively — contact Sender support for corrections.

What payment methods does Sender accept? The Add payment method dialog on the Billing page supports credit and debit cards. Enter your Card number, MM/YY, and CVV to add a card. Check the Billing page for the most current list of supported payment options.

Why was my payment declined? Common reasons include an expired card, insufficient funds, or a bank-side block on the transaction. Verify your card details on the Payment methods tab, check with your bank, and update your payment method if needed.

Is VAT or sales tax included in the price shown on the Billing page? Tax handling depends on your location and business status. Some charges may have VAT or sales tax applied. Review the Amount on your invoice for the exact total. Consult a tax professional for guidance on your specific obligations.

Can I get a corrected invoice if my company details are wrong? Update your Company name, Address, and VAT code under Account settings → General settings and click Save. Future invoices will reflect the updated details. For corrections to previously issued invoices, contact Sender support with the invoice number and the details that need to be changed.

How do I request a refund? Contact Sender support with your account details and the specific invoice number. Refund availability depends on Sender's refund policy, the reason for the request, and how much time has passed since the charge.

When does Sender charge my payment method? Charges occur at the beginning of each billing cycle based on your subscription renewal date. You can view your plan validity date on the Billing page under the Your plan section.

We’re currently supporting payments via credit and debit cards such as Visa, Master Card, and PayPal – unfortunately, payments via American Express are not accepted.

If you want to pay via American Express, please get in touch with our support agents via LiveChat or [email protected].

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

Whether you’ve just made a payment, updated your company details, or need an invoice before paying by wire transfer, you can download an invoice from your Sender account at any time. This guide walks you through each scenario.

Before payment (for wire transfer)

If you’d like to pay by wire transfer, you’ll need an invoice with our company’s details first.

1. Go to Billing in your account.
2. Choose the plan you want to purchase.
3. Return to the main Billing section — your invoice will be generated and ready to download.
4. Click Download to save the invoice, then use the details on it to make your wire transfer. Do not forget to reference invoice number in the notes of the transfer.

Please pay your invoice within 30 days of choosing the plan. Once the payment is received and the order confirmed, your plan will start on the day of the plan activation.

After payment

Once your payment has gone through, your invoice is available in the same place.

1. Go to the Billing section.
2. Find the relevant order in your billing history.
3. Click Download next to the invoice you need.

After editing your company details

If you need to update your company name, address, company code, or VAT number on an invoice, you can do that before downloading.

1. Go to Billing and open your Company details.
2. Update the fields you need to change (company name, address, company code, VAT number) and save.
3. Return to the Billing section and download your invoice — the new details will appear on it.

If you’ve already paid and need an updated invoice with corrected details, simply edit the details after the purchase and download the invoice again. Information on the invoice will be updated in real time.

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If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

Pro forma invoices can be paid via bank/wire transfer. The required bank information is listed in the pro forma invoice.

In order to make wire transfer, head to the ‘Billing’ section on the main menu bar. Then choose a plan that is suitable for your needs. When the plan is selected, go back to the initial billing section and you will see a invoice formed. Next, download the invoice and make a payment according to the provided information

Please pay your invoice within 7 days after placing the order.

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

A VAT (value added tax) identification number is an identifier used for VAT purposes. It will be printed on your invoices, so make sure to double-check if it’s correct. If your company does not have a VAT code, simply leave it as Not Available – input  ‘N/A.’

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

VAT is not included in the price because it varies from country to country,  from 5% to 25%. For example – Germany’s VAT is 19%, while Italy’s – 22%. We excluded for the initial price to be the same for all. 

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If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

A company code is a unique company ID that is given by your local government when registering a legal entity. It identifies a certain company on invoices and similar legal issues. If you don’t have a company ID or you are working as a freelancer, you can enter your personal ID code or leave it as ‘N/A’ (Not Applicable).

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If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.