tax
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tax [2014/10/07 12:06] Lisa Adams created |
tax [2014/10/22 10:20] Lisa Adams |
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| - | To add VAT, or any other tax, to your client’s invoices: | + | ===== Taxes ===== |
| - | Go to Setup ⇒ Billing ⇒ Tax (https://billing.snapbill.com/setup/billing/tax). | + | [[https://billing.snapbill.com/setup/billing/tax|Setup > Billing > Tax]] |
| - | 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. | + | ==== Adding VAT or Tax numbers to clients invoices: ==== |
| - | 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. | + | Go to [[https://billing.snapbill.com/setup/clients|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. | + | * 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. | ||
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| + | //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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