To create a new Tax for use in invoicing, simply navigate to Billing–>Settings–>Taxes, and click the + button
From there, a form will slide down from the top of the table, with a few fields for you to fill out.
This is what will appear as the name of the Tax when the Tax is used on Invoices and Estimates. Both admins and clients will see the name of Tax when it is applied to an Invoice or Estimate.
This is what will appear as the description of the Tax when the Tax is used on Invoices and Estimates. Both admins and clients will see the description of Tax when it is applied to an Invoice or Estimate.
The Quantity of a Tax is set to 1 by default, and cannot be modified.
A Tax’s Rate is the percentage of the Tax that will be applied to the Invoice or Estimate where the Tax is added. For example, if you wish to apply a 7% sales tax, then you would enter 7 in this field.
Use this setting to determine whether the Tax will be applied to the “Before Discount” or “After Discount” total of an Invoice or Estimate, by default.
When the Tax info is filled out to your liking, just click Save.