HOW TO: Add Taxable and Non-Taxable Items on One Invoice
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At times you may need more than just a simple invoice template, because invoicing isn’t always straightforward.
Sometimes you may need to create an invoice with taxable items. Sometimes you might need one with non-taxable items.
And sometimes...you need to include both!
Don’t worry, we’ve got you covered. With Invoice Home it’s easy.
Here’s how to add taxable and non-taxable items to the same invoice.
Desktop
1. Sign in to Invoice Home here.
2. Click on an invoice in your document list to open it, or create a new one.
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3. Click the edit tab.
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4. Click the “Add a Tax” button.
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5. Click “Add New Tax”.
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6. Enter the tax name, and percentage rate. Click “Save Tax”
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7. Click on the name of the tax you created.
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That's it! You've added a taxable item to your invoice.
Here's How to Remove a Tax from an Item on Your Invoice
1. Click the “Add New Item” button. The tax rate will be automatically added.
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2. To remove it, click the blue arrow.
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That's it! Now you have taxable and non-taxable items on one invoice.
Android
1. Open the Invoice Home App.
2. Tap on an invoice in your document list to open it, or create a new one.
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3. Tap the edit tab.
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4. Tap “Add or Edit Items”.
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5. Tap on the name of the item.
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6. Tap “Add or Edit Taxes”
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7. Tap “New Tax”.
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8. Enter “Tax Name”, “Tax Rate %”, and check the “Compound Tax?” box if it is a compound tax. Tap the “OK” button.
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9. Tap “OK”.
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10. Tap the back arrow in the upper left side of the screen.
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That's it! You've added a taxable item to your invoice.
Here's How to Remove a Tax from an Item on Your Invoice
1. Tap “Add or Edit Items”.
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2. Tap “New Item”. The tax rate will be automatically added.
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3. Enter the relevant details in the “Description” and “Amount” fields. Tap the box next to the tax with the blue check mark. Tap “OK”.
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The tax is now removed from this item.
That's it! Now you have taxable and non-taxable items on one invoice.
Invoice Home App - iOS
1. Open the Invoice Home App.
2. Tap on an invoice in your document list to open it, or create a new one.
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3. Tap the edit tab.
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4. Tap “Add or Edit Items”.
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5. Tap on the name of the item.
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6. Tap “Add or Edit Taxes”
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7. Tap “New”.
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8. Enter “Tax Name”, “Tax Rate %”, and check the “Compound Tax?” box(if it is a compound tax). Tap the “OK” button.
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9. Tap the “OK” button.
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10. Tap the blue back arrow at the top left of the screen.
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11. Tap “Save”.
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That's it! You've added a taxable item to your invoice.
Here's How to Remove a Tax from an Item on Your Invoice
1. Tap “Add or Edit New Item”. The tax rate will be automatically added.
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2. Tap “New”.
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3. Enter the “Description” and “Amount”, and uncheck the box next to the tax. Tap “OK”.
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The tax is now removed from this item.
That's it! Now you have taxable and non-taxable items on one invoice.
Thank you for using Invoice Home!