In Settings > Tax you can configure rates and names of taxes you select when creating a private or third-party bill.
Steps
From the main menu, click Settings > Tax.
Click + New tax.
In the New custom tax window, enter the Tax name.
Enter the Rate of the tax as a number. After you save, the system displays the rate with a percentage symbol and adds a trailing zero for whole numbers.
Click Create tax.
📌 Note: If you plan to use the tax immediately, refresh your browser before creating a bill.
To edit an existing tax, select the tax from the list, make your changes and click Save tax.
If you no longer want to use a tax, edit it, set Active to No, and click Save tax. The tax now shows an Archived label in Settings.
📌 Note: An archived tax is not available when creating a new bill from Private Billing, but remains selected on unpaid bills with the tax crossed out in the Edit Bill window.
Updated October 25, 2023