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Adding taxes to an invoice

How to make line items on your invoice taxable and to input tax rates

Updated over 6 months ago

1. Setting tax on an individual line item

  • In an invoice, tap on the ellipses (…) and select “Edit”

  • Toggle on taxable

2. Setting tax on an entire invoice

  • Scroll to the bottom of the invoice

  • Tap on “Set rate”, and input the tax rate you want

  • Tap “Update rate and mark all items taxable”

💡Note: taxed items are marked by an asterisk

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