Add, Edit or Delete Invoice Taxes

Overview

The Config > Invoicing > Invoice Taxes screen lists the different variants of invoice tax that have been configured in your portal.

Add an Invoice Tax

If your entity charges various invoice taxes for different customers, you can add a new invoice tax. To do this:

1. Go to Config > Invoicing > Invoice Taxes

2. Click Add New Invoice Tax

3. If prompted: select a region > Create new Invoice Tax. (The Region popup window won’t appear if you only have one region enabled in your portal.)

4. Enter a Name for the invoice tax.

5. Tick the checkboxes if the invoice tax should be the portal default and if it needs to be enabled for use.

6. Enter the tax value as a Percentage (%)

7. Click Save.

Invoice Tax Names

The invoice tax name will be posted to some accounting or finance integrations, so you will need to ensure that the name that you give to a new invoice tax matches the specifications of any integrations that you are using. For example, MYOB has a 3 character limit and specific tax codes, so if you create a new invoice tax code called 'GST FREE', MYOB will only accept 'FRE'. 

Edit an Invoice Tax

You can edit an invoice tax by clicking on the name of the tax from the Config > Invoicing > Invoice Taxes list. Edit the fields as needed, then click Save to apply the changes. You will be able to edit all fields except for the Region.

If the invoice tax is currently set as your portal default, you won’t be able to untick the Default checkbox as the system requires a default invoice tax item to be set at all times. Setting another invoice tax item as the default will automatically update the previous default.

Delete an Invoice Tax

Invoice taxes can also be deleted from the list as long as they haven’t been previously used for invoicing in the portal. To delete an invoice tax:

1. Tick the checkbox to the left of the invoice tax Name.

2. Click ‘With selected invoice taxes…’ > Delete.