Sales
To add taxes on invoice items
- Select “Sales” from the navigation menu.
- Click “Create Invoice“.
- Input the invoice details and items.
- Add Tax per item in the “Tax” column.
- Click the down-arrow to select one of the pre-set taxes.
- Click “Tax Settings” to add a new tax.
- Input the new tax information using the pop-up screen.
- Tax Name: Input the tax name.
- Tax Value: Input the tax Value by percentage
- Product Price: Select the tax method with the price of the product
- Inclusive: The amount of the tax will be included within the product price.
- Exclusive: The amount of the tax will be separated from the product price
- For more information, please refer to the tutorial “Difference between Tax Inclusive and Tax Exclusive“.
- “Add New Tax”: Click this button to add a new line for a new tax.
- Click “Save”.
- Proceed with invoice creation and save the invoice.
Notes:
- The system automatically calculates the taxes and the total amount and displays the results separately.
- In case the products or the services have taxes added to them, the tax will be automatically added to the table while creating an invoice for them.