Can I edit the VAT rate on an Invoice?
If there are circumstances in which you need to adjust the default VAT rates applied to treatments or expenses, you can manually change the VAT rate using a dropdown list of your current active VAT rates. Here's how...
After pressing Generate Invoice when creating an invoice, the VAT rate currently applied to any appointments or expenses you have selected will be displayed in the line item grid:
The VAT rate applied can be edited by clicking on the 3 dots at the end of a line and using the 'Tax Rate' dropdown to choose a new rate:
Clicking on Update will then apply the new rate and take you back to the 'Invoice Details' page.
You can only use predefined VAT rates that you have already created under Settings -> Invoice -> Basics, you can't manually type in the tax rate for an appointment or expense. Learn how to add new rates here.
You will not be able to edit the VAT rate on an already saved invoice. If you make an error with a VAT rate, you will need to delete the invoice and start again.
After pressing Generate Invoice when creating an invoice, the VAT rate currently applied to any appointments or expenses you have selected will be displayed in the line item grid:
The VAT rate applied can be edited by clicking on the 3 dots at the end of a line and using the 'Tax Rate' dropdown to choose a new rate:
Clicking on Update will then apply the new rate and take you back to the 'Invoice Details' page.
You can only use predefined VAT rates that you have already created under Settings -> Invoice -> Basics, you can't manually type in the tax rate for an appointment or expense. Learn how to add new rates here.
You will not be able to edit the VAT rate on an already saved invoice. If you make an error with a VAT rate, you will need to delete the invoice and start again.
Updated on: 01/08/2024
Thank you!