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Apply taxes to an invoice

Taxes are calculated automatically on an invoice once you perform several set-up tasks. You need to first set up tax rates and tax groups, and add tax groups to projects and services as necessary. Also, you need to identify relevant activities as taxable.
  1. Select
    Setup
    Tax Rates
     and set all rates that you would like to use.
  2. Select
    Setup
    Tax Groups
    . Select
    Add
    , name the group, and select which tax rates to include in it.
  3. Select
    Setup
    Activities
     and mark the checkbox under Tax Calculations.
  4. Select
    Setup
    Service Templates
     and select any tax groups that you want to associate with the template.
  5. Select
    Setup
    Project Templates
    . The
    Tax Group
     field defaults to
    Service
    , but you can choose a specific tax group in this field by selecting
    Specified
     and then selecting a tax group from the
    Specified Tax Group
     field.
Once these settings are in place, taxes will be calculated when you enter the billed amount on the
Detail Billing
 screen for an invoice that includes taxable items.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff