Set Default Sales Tax

Follow

Because many businesses don’t charge sales tax, the default rate on invoices within Monchilla is 0%. You can set the sales tax rate on each invoice, but you can also change the default sales tax rate for all new invoices.

To change the default sales tax rate:

  1. Under Income, click Terms. The Terms page opens.

  2. Click the Net 30 term, and then click Edit Item. The Customer Term window opens.

  3. Click the Sales Tax Invoice row and then click Edit Item. The Edit Rule window opens.

  4. Enter your sales tax rate in the Value field and click Save.

  5. Click the Sales Tax Payment From Customer row and then click Edit Item. The Edit Rule window appears.

  6. Enter your sales tax rate in the Value field and click Save.

Note: The rules you've edited apply to all terms.

You've successfully set the default sales tax rate. On all new invoices, the sales tax rate will be set to the new value by default.

Have more questions? Submit a request

Comments

Powered by Zendesk