SUP - Invoices with Taxable Items

Modified on Thu, Aug 5, 2021 at 12:41 PM

Occasionally we encounter invoices that have a tax amount but it's unclear which items should be taxed. Also, any invoice with a tax amount needs at least 1 item marked as taxable.

These items need to be marked as taxable.

Navigate to the invoice. Click the pencil icon on a line item that needs to be marked as taxable.

Toggle the Taxed button so it shows as blue. Click Save when finished.

We do have the option to add Tax as a line item. This would be an account level setting. Please reach out to support or your account manager to have this setup.

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