How to set the tax on future invoices

Learn how to set the tax on future invoices permanently in Bookipi Invoice Web v2 with our step-by-step guide:

Step 1: Access the Business Settings

Select the Business icon located at the top left-hand corner.

Step 2: Navigate to Settings

Select 'Settings' from the menu.

Step 3: Open the Services Section

Select 'Services' to view service-related settings.

Step 4: Edit Default Tax

Select 'Edit' next to Default tax.

Step 5: Customise Tax Details

Enter the Abbreviation for your tax (e.g., GST). Set the Percentage Amount for your tax. (Optional) Add a second tax by filling in the additional fields. Tap 'Save' to confirm and apply your tax settings to invoices.

Your tax is now configured and will be applied to your invoices.

Once you've configured your tax settings in the app, the specified tax will automatically apply to all new invoices created from then on.

Existing invoices will not be updated automatically; tax changes apply only to invoices created after the update.

Discover more tutorials for Bookipi Invoice on Web v2

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.

Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.