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tax [2014/10/07 12:06] Lisa Adams created |
tax [2014/10/19 19:43] 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). | + | ===== Taxes ===== |
- | Use the (add) link present there to add the VAT tax. | + | ^ Function ^ Sub-Functions ^ Description ^ |
+ | | Add Tax | Add/Remove | Insert tax | | ||
+ | | Remove Tax | Delete | | | ||
- | 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. | + | Notes: |
- | To add a VAT, or any other tax, number to clients invoices: | + | * 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. | ||
- | Go to Setup ⇒ Custom Fields. | ||
- | Add a Invoice detail field called “VAT number” there and save. | + | **To add a VAT, or any other tax number to clients invoices:** |
- | Now enter the clients VAT number by going to the client record in SnapBill. | + | Go to Setup > Custom Fields. |
- | Click Modify at the top of the client details table and enter the VAT number in the “VAT number” field. | + | * 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. | ||
- | 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.// |