Default Tax Code and Percentage

Simply set up your default Tax code and percentage with AND CO which will auto populate on invoices!

To get started select the settings tab > invoicing



Enter in your Tax Code and Amount or Percentage and select save to update your default settings

Add Multiple Tax Code and Rates

You can also add multiple tax codes and rates simply by selecting> Add tax option in grey text

You can also delete a tax code/rate simply by selecting the trash can to remove it. 

Once saved these default settings will pre populate on invoices when created and if required you can always edit these settings at anytime or edit the tax component on each individual invoice when in edit mode

To Edit direct on the invoice select the invoice > more > edit 

  • Select the Tax component directly on the invoice to edit the fields on invoices directly. 
  • Save invoice as draft via the options tab top left > save 
  • Send the invoice to your client for payment by selecting next > send 

💌  Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌

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