Invoicing - Tax Options
complete
N
Nicole Farr
When setting up a Tax there should be an option to select that tax to automatically apply to every new invoice in a category - such as every time I create a "Service" invoice the required State tax that I set up automatically applies.
HIGHLVL-I-7281
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S
Sales & Marketing
complete
This is already live. You can attach taxes to products and whenever you add those products to invoices, the taxes will automatically get added
N
Nicolas Schill
you just have to send the tax to stripe and rest will be handled from stripe. so annoying that such a basic and normal feature is missing...
R
Rebecca Walker
This would also be helpful to have at the client level. I sell products to wholesalers who don't pay tax but then we also sell to individuals who do have to pay tax. I would like the option to be able to set whether invoices for the customer are taxable or not and to have it added. If you can't do that they having applied automatically is a much better solution. While I can appreciate that you grew with customer selling services if you are going to expand into helping customers who sell products that is very important.
You also are missing a sale tax report. Right now it is virtually impossible to calculate without a ton of manual work. Right now you would have to have an accountant go into every single transaction and review the location and sales tax.
Your reports overall are very meager. They should have the ability to filter based on tags or custom fields, be able to show customer info like name and address, invoice info like tax, discount, subtotal, and total.
S
Sales & Marketing
under review