tax
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tax [2014/10/07 12:06] Lisa Adams created |
tax [2014/10/09 12:23] Lisa Adams |
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| - | To add VAT, or any other tax, to your client’s invoices: | + | **Setup > Billing > Tax** |
| - | Go to Setup ⇒ Billing ⇒ Tax (https://billing.snapbill.com/setup/billing/tax). | + | Functions to set: |
| - | Use the (add) link present there to add the VAT tax. | + | * Add Tax |
| + | * Remove Tax | ||
| - | Once setup VAT will either be automatically added or subtracted from your invoice total depending on the setting you chose. | + | Notes: |
| - | Edit tax settings on an individual invoice by clicking (change settings) at the top of the invoice editor. | ||
| + | * Use the (add) link present there to add the VAT tax. | ||
| + | * Once setup VAT will either be automatically added or subtracted from your invoice total depending on the setting you chose. | ||
| + | * Edit tax settings on an individual invoice by clicking (change settings) at the top of the invoice editor. | ||
| - | To add a VAT, or any other tax, number to clients invoices: | ||
| - | Go to Setup ⇒ Custom Fields. | + | **To add a VAT, or any other tax number to clients invoices:** |
| - | Add a Invoice detail field called “VAT number” there and save. | + | Go to Setup > Custom Fields. |
| - | Now enter the clients VAT number by going to the client record in SnapBill. | + | * Add a Invoice detail field called “VAT number” there and save. |
| + | * Now enter the clients VAT number by going to the client record in SnapBill. | ||
| + | * Click Modify at the top of the client details table and enter the VAT number in the “VAT number” field. | ||
| - | Click Modify at the top of the client details table and enter the VAT number in the “VAT number” field. | ||
| - | To get this field to display on invoices please ensure the field type is set to Invoice detail at Setup ⇒ Custom Fields. | + | //To get this field to display on invoices please ensure the field type is set to Invoice detail at Setup ⇒ Custom Fields.// |
tax.txt · Last modified: 2014/11/07 18:37 by Jaco van Wyk
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