Invoices (Basic): Add a tax rate

You can add a tax rate to invoices so that it's included in the amount and clearly visible. You can set up a tax rate with precision up to three decimal places. Use a default tax rate to add the tax automatically or manually to all invoices. You can also include a default tax rate via your invoice templates so it differs for different templates.

Set up a default tax rate

A default tax rate allows you to speed up the invoice creation process. With it, you can specify a value for all invoices. Go to Settings > Billing from the sidebar menu. In the General settings section, fill in the Default tax rate field, then click Save.

Once you’ve added the default tax rate, it’s applied to all new invoices when you select the Tax checkbox. You’ll still be able to manually change the tax rate amount if needed.

Tax rates in invoices and invoice templates

If you use different tax rates for various clients, you can specify the tax rate manually when creating an invoice or an invoice template. Enter the tax rate in the  Summary section and check the box in the Tax column to define what services are subject to tax and what aren’t. For example, you can not to apply tax to transport expenses or discounts.

If you don't need the tax value on the invoice, you can hide this column by clicking Settings and unchecking the box. In this case, the total sum will be invoiced without tax. These settings (turned off Tax column) will be saved; if you want to include tax next time, you should turn it on by clicking Settings and checking the box.