How To Customize The Tax Settings in Your Payments Section

The invoicing system has been upgraded to show a new layout for how taxes are displayed and managed. This new update streamlines the user interface by moving away from inline tax display for each item and introducing a new column that shows the cumulative total of taxes. Additionally, a detailed breakdown of taxes is now available in the order summary, complete with tooltips for easy viewing. These changes also extend to the mobile view, ensuring a clutter-free and responsive experience. This update applies to the invoice builder, invoice template builder, and invoice preview links, providing a consistent and improved experience across all platforms.

Follow these simple steps to get started:

Step 1: Accessing the Invoices

1. Navigate to the Payments Tab:

   • Go to the Payments section and click on Invoices.

   • You can create a new invoice or edit an existing one.

1. View the Tax Column:

   • In the invoice editor, you will see the newly introduced tax column which displays the cumulative total of taxes for each item.

1. Additionally you can also create taxes by navigating to the settings tab in payments.

Step 2: Detailed Breakdown of Taxes

1. Order Summary:

   • In the Order Summary section of the invoice, you will now find a detailed breakdown of taxes.

   • This breakdown shows how the tax calculations were made to arrive at the total tax value.

1. Tooltips for Tax Details:

   • Hover over the tax values in the Order Summary to see tooltips.

   • These tooltips provide detailed information on all the taxes applied to that particular invoice item.

Step 3: Viewing Taxes on Mobile

1. Mobile View Enhancements:

   • The new UI changes are also reflected in the mobile view of invoices.

   • The tax details are now displayed in a single line, reducing clutter and improving readability.

   • The detailed breakdown of taxes in the Order Summary is also available in the mobile view.

Note

• This new UI will be applied to already created invoices as well.

• To see these changes in action, navigate to any invoice editor by creating a new invoice or editing an existing one.

• You can also open the preview of an invoice to see the revamped tax UI.

Step3: Applying Taxes to Products:

• In the product configuration section, select the option to 'Charge Tax on This Product.'

• Choose the applicable tax rate(s) from the drop-down menu.

Step4: Viewing Taxes on Invoices and Order Forms:

• When adding products to an invoice or an order form, the system will automatically include the configured tax rates, displaying a more organized view of taxes, with a column showing the cumulative total of taxes, enhancing user experience.

Step5:Adjustments and Deletions:

• Should tax rates change, update the tax settings to reflect new rates, which will automatically update all products. Deleting a tax rate will remove it from any associated products.Here’s an example of what that would look like in a funnel.
  
  

  • Navigate to the 'Funnels' section and select the funnel where you want to add the taxed product.

  • Go to the relevant step in the funnel, such as a product selection or payment page.

  • Add the 'Demo Product with VAT' to the funnel.

  • Fill out any required fields and proceed to the next step of the funnel to review the product details.

• Save your changes. As you review the order form or payment summary within the funnel, you should see the added taxes displayed next to the product price. The taxes will show both the percentage applied and the exact tax amount calculated based on the product's price.