Introducing Automatic Taxes on Invoices for Seamless Transactions

Announcing Automatic Taxes on Invoices for Seamless Transactions

Overview

We are excited to introduce a powerful new feature designed to streamline your invoicing process: Automatic Taxes on Invoices. With this addition, you can now create invoices that automatically calculate and apply taxes, ensuring accuracy and efficiency for your business operations.

What’s New?

  • Automatic Tax Calculation: Taxes will be automatically calculated when all products have either:
    • A tax category attached, or
    • A default tax category configured in the payment settings.
    • Additionally, a valid US state and postal code must be present for the invoice contact.
  • Recurring Invoices: When configured, automatic taxes will be applied to all recurring invoices generated.
  • New Tax Modal: We have also introduced a new ‘Add Tax’ modal, which allows you to attach automatic or manual taxes at the invoice level, applying taxes to all products within the invoice.

Important Note

Automatic taxes are available only for customers with valid US addresses.

Digital invoice interface with payment details displayed

Detailed digital invoice interface with payment option

 

How to Use It

  1. Navigate to Payments: Go to the ‘Payments’ section in your dashboard.
  2. Access Settings: Click on ‘Settings’ and then ‘Taxes.’
  3. Enable Automatic Taxes: Toggle the switch to enable automatic taxes and enter the required details.
  4. Apply to Invoices: Ensure automatic taxes are enabled when creating a new invoice.

For more details on setting up your payment configurations, visit our Payment Configuration Guide.

In Case You Missed It

Don’t forget to check out our latest updates on other exciting features:

Stay tuned for more enhancements designed to elevate your business management experience! To see our full lineup of product updates, visit Product Updates.

For any questions, feel free to Contact Us.

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