Help & Support

Here you'll find resources and guides to start working with invoicely.

Adding Taxes

Taxes can be added to invoices, bills and estimates both on a per-item basis and to your statement subtotal. We'll go into both options now:

Adding taxes to line items:

In order to add a tax to a single line item, click the tax button located in the righthand corner below your line item name and description field. After clicking on this button a popover menu will appear, allowing you to either use a saved tax or to add a new one. If you're adding a new one, please enter a tax name and its rate. Your tax rate can either be a percentage (e.g. "10%") or a fixed amount (e.g. "10.00"). Clicking on remember will save this tax for reuse.

Adding Total Taxes:

Taxes can also be applied to your statement subtotal. In order to add a total tax, click on the tax button below your statement's "Balance" line. This will add your total tax as a separate line, also allowing you to specify a tax name and rate. Clicking on remember will save this tax for reuse.

Default total taxes:

By navigating to Business Settings > Taxes, Discounts & Shipping you'll be able to see all taxes currently saved in your account. By checking the "Set Default?" checkbox next to any one tax, you make sure to have invoicely add this tax to all future invoices, estimates and bills by default.