Sales article

Configure tax rates once in Sales Settings, then apply them to line items on proposals, invoices, and contracts.

Add a tax rate

1. Open Sales > Settings > Taxes.
2. Click Add tax.
3. Enter name (e.g., VAT 20%), percentage rate, and whether it is compound or inclusive if supported.
4. Save.

Apply on documents

When editing line items on a proposal, invoice, or contract, pick a tax rate per line or use the default. Totals recalculate automatically, including tax breakdown on PDFs and public pages.