Validate customer VAT numbers before invoicing

Run every new or changed customer through a VAT number checker against the official registry, write the VAT number validation result back to the record, and alert finance to invalid numbers before invoicing.

Useful for
Billing specialists and accounts receivable teams who issue invoices, finance controllers and tax teams responsible for VAT compliance and electronic invoicing requirements, and the staff who set up and maintain customer accounts.

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When a customer record is created or its VAT number is changed in [billing/ERP system], read the VAT number and country code and check them against the official VAT registry using [VAT validation service, e.g. EU VIES API, national tax registry API]. Write the validation result, the registered company name and address, and the check date back to the customer record in [billing/ERP system]. If the number is invalid, set an invalid VAT flag on the customer record in [billing/ERP system] and alert the finance team via [finance team notification channel, e.g. email, Slack, Microsoft Teams] so the number is corrected before invoicing.

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Problem

Finance teams check customer VAT numbers by hand, looking each one up on the official registry. When the team is busy, the check gets skipped or done late, so invalid numbers end up on invoices. This leads to rejected electronic invoices, incorrect tax treatment, and extra work issuing credit notes and corrections.

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Solution

When a customer record is created or its VAT number changes in the billing system, the automation reads the VAT number and country code and checks them against the official VAT registry. It writes the validation result, the registered company name and address, and the check date back to the customer record. If the number is invalid, it sets an invalid VAT flag on the record and alerts the finance team to correct it before invoicing.

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Impact

Invalid VAT numbers are caught when the customer is set up rather than after an invoice is rejected, so invoices go out with correct tax treatment and the business stays ready for mandatory electronic invoicing.

Benefits 

Who is this for? 

Billing specialists and accounts receivable teams who issue invoices, finance controllers and tax teams responsible for VAT compliance and electronic invoicing requirements, and the staff who set up and maintain customer accounts.

Success stories

Adapt at speed with 
visual-first automation and AI 

Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.

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