Adding a master tax setting

This will apply a master tax percentage to all the invoices you generate.

• Login to your SnapBill account
• Go to Setup -> Billing -> Tax using the left navigation menu
• Now enter your tax percentage (eg. 12%), tax name (eg. HST) and select 'added to total'
• Save changes to apply

All invoice you now generate will have this tax percentage applied and display on invoices as seen below:

Item1 $10.00
Item2 $10.00
Sub Total $20.00
HST (12%) $2.40
Total Due $22.40

Editing tax for once-off quotes and invoices

You can also once-off edit the master tax percentage on the fly when generating specific invoices. If you would like to generate an invoice without tax or change the tax percentage for a specific invoice follow the steps below:

• Go to Billing -> Create an Invoice
• Select the client you would like to send the invoice too
• Now click on the 'Change Settings' link under the Invoice Editor heading
• Use the Tax section to edit the tax percentage and description

Once saved these settings will be applied once-off to the invoice in question. Invoices you generate after that will still display the master tax setting you have applied in Setup -> Billing -> Tax.