Setup Tax Rates, Default Currency & Payment Types
This tutorial will explain how to set up default Tax Rates, Currency & Payment Types specific to your business and location
Tax Setup Screen
When you are entering the Tax information for the first time, click Add
You can create as many Tax Types as you require
Enter the Tax Name
Set your Tax Rate in percentage. IE VAT is 20%
Tick the Status box to make Tax Available. If you no longer require this type of Tax, Un-tick check box.
Set as Default will apply this tax to every Quote/Job/Invoice Automatically
From this screen you can Add new, Edit or Delete.
Click Add
Enter name of Payment Type, and Account Code.
The Account Code is used when exporting your invoices across your account system. IE Xero, Saasu, Kashflow or Quickbooks
Click Save
Select your Currency Type.
Your choices are displayed below.
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