Applying Tax to Your Invoices

Learn how to include Tax/GST on invoices for your customers

If you need to apply tax to your invoices, you can set this up in your account settings, ensuring that tax is automatically calculated and displayed on your customer's invoices.

To get started:

1. Click < to the right of Billing.
2. In the expanded menu click Settings and then Taxes. On this page, begin by selecting Tax Enabled option to "Yes".

3. Click Save. Additional tax configuration options will now appear.

4. Choose whether your prices include tax or if tax should be added.

5. Decide whether discounts should be applied before or after taxes.

6. Enter your tax number in the designated field.

7. (Optional) Customize the tax wording that appears on invoices:

   1. Tax number wording – appears below the due date on the online invoice.

   2. Tax reference wording – appears below the due date on the PDF invoice.

   3. Tax wording – appears alongside the invoice items.

   4. Tax total wording – appears at the bottom of the invoice.

After configuring these settings, any classes you create moving forward will automatically calculate tax according to the parameters you've set. As a result, all invoices generated for those classes will include the applicable tax.

📝 If the taxes were set up after the classes were created, you’ll need to edit each class to assign the correct tax rate.

The invoice will display the tax breakdown clearly, along with any necessary references for your customers. If needed, you can choose to apply tax settings to certain classes while excluding others during the class setup process.

Once your tax settings are in place, you can rest assured that all future invoices will accurately reflect the necessary tax details, providing clarity and transparency for both you and your customers. 🙌