Add W-9 to customer portal(s) so all customers have access to your W-9 anytime

7 votes

Give us option to upload our current W-9 to our account, and then have option to "display that w-9 to all customers" so they have access to it and can download it anytime they need to update their records.

Under consideration Suggested by: Andy (12 Dec, '20) • Upvoted: 11 Apr • Comments: 1

Comments: 1

08 Mar, '22
Charlyn
Was looking through the help pages of Invoiced to see if it had this exact feature of posting the W-9 and found the suggestion here. Would be perfect for us!

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