Introducing Automatic Taxes on Invoices

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Business users can now create Invoices with automatic taxes

Automatic taxes will be available when all products have:

  • Tax category attached to it or default tax category is configured in payment settings

A) Valid US state present for invoice contact

B) Valid postal code present for invoice contact

C) When Automatic taxes are configured for recurring invoices, they will be present on all invoices generated

Also introducing new add tax modal which can be used to attach automatic taxes / manual taxes at invoice level i.e attaching tax to all products of invoice

  • Automatic taxes are available only for customers entering in a valid US Address.
Screenshot 2024-07-22 at 8
Screenshot 2024-07-22 at 8

Setting up Automatic Taxes

  • Go to Payments -> Settings -> Taxes
  • Enable Automatic Taxes -> Enter all the details required
  • Enable automatic taxes on Invoices while creating it