We recently received a few concerned e-mails suggesting that some of our users do forget to add tax amount at the first step i.e. before creating an invoice. A few hours back I would have mentioned skipping out certain important steps is bound to cause problems and that all necessary steps need to be followed before actually creating an invoice (that also included adding tax even before creating an invoice). But this would not be a cause of concern any more!
Our new tax adding option lets you add tax directly while creating an invoice/estimate, just like adding a new client, product/service or even late fee. This implies you would be able to start invoicing immediately as and when you sign-up. The new tax added directly gets saved and can be re-used on future invoices. It’s that easy!
Screenshot below shows how you can add tax on the fly.
Simply go to create invoice and click on ‘Add Tax’ option in the tax drop down. A popup will open with tax fields such as tax name, tax caption and tax percent. Fill in the details and that’s it, you are done with adding tax.
If you have any further questions regarding this feature update, please do not hesitate to post your questions.