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tax [2014/10/07 12:06]
Lisa Adams created
tax [2014/11/07 18:37]
Jaco van Wyk [Adding VAT or Tax numbers to clients invoices:]
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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 VATor 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. 
 + 
 + 
 +//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