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Creating taxes

Add tax options for private and third-party billing in Settings > Tax

Updated over 8 months ago

In Settings > Tax you can configure rates and names of taxes you select when creating a private or third-party bill.

Steps

  1. From the main menu, click Settings > Tax.

  2. Click + New tax.

  3. In the New custom tax window, enter the Tax name.

  4. 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.

  5. 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

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