Settings > Currency & Taxes

Use this page to choose the currency that you trade in as well as input your tax rate. This information is applied to all your quotes and invoices. 

If you don't charge tax, put the word None in the name field and 0% in the percentage field. Your tax settings can be changed at any time.        

IMPORTANT: Once your currency has been saved, these settings cannot be changed so please don't stuff this up! :-) 

Once you have set up your taxes, you can apply them to your different products and packages. Your products and packages can either:

  1. Include tax
  2. Exclude tax
  3. Have no tax 

Click here to learn how to assign tax to your products and packages

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