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.
Updated on: 01/08/2024
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