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Taxes

When generating invoices, you may need to apply taxes. The tax rate applies to all fees (i.e. subscription fees and charges) and appears on the invoices.

General tax rate

There is a default tax rate at the organization level that applies to all customers and is 0%.

To modify the default tax rate for the organization:

  1. Click "Settings" in the side menu;
  2. Open the "Invoice & tax" tab;
  3. Select "Edit tax rate" on the right;
  4. Enter the desired tax rate; and
  5. Click "Edit tax rate" to confirm.

Default tax rate at the organization level

Customer-specific tax rate

If you need to define a specific tax rate for a customer, you can override the organization's tax rate by defining a tax rate at customer level.

To define a customer-specific tax rate through the user interface:

  1. Click "Customers" in the side menu;
  2. Select a customer from the list;
  3. Open the "Tax rate" tab;
  4. Click "Add a tax rate" on the right;
  5. Enter the desired tax rate; and
  6. Click "Add tax rate" to confirm.

If later you want to edit or delete the customer's tax rate, click the ellipsis icon to see all available actions.

You can also use the following endpoint to add or edit the customer's tax rate via API:

POST
/api/v1/customers

To do so, you must include the vat_rate argument in the body of the request.