InvoiceOwl supports two ways to apply taxes to your invoices: per line item or per entire document.
Per Line Item taxes (default):
- Open the invoice editor by clicking Edit on an invoice.
- On each line item row, click + add tax below the rate field.
- A popup shows your saved tax rates. Select one to apply it to that item, or click Create new to add a new tax rate.
- You can apply multiple taxes to a single item.
- To remove a tax from an item, click the X next to the tax name on the line item.
Entire Document taxes:
- In the invoice editor, switch the tax mode to Entire Document using the toggle in the sidebar.
- Select the tax rates you want to apply. They will be applied uniformly to all line items.
Managing your tax rates:
- Tax rates are managed in your business settings. Click Settings in the left sidebar and go to the Taxes section to create, edit, or archive tax rates.
- Each tax has a Name, Rate (percentage), and Type (Exclusive or Inclusive).
- Exclusive taxes are added on top of the item price. Inclusive taxes are already included in the item price.
- You can create new taxes directly from the invoice editor by clicking Create new in the tax dropdown.
On the Mobile App
Per Line Item taxes:
- Open an invoice and tap the Edit icon.
- Tap a line item to edit it. In the item editor, you can add or remove taxes for that item.
Entire Document taxes:
- In the invoice editor, scroll down and tap More Options.
- Tap Tax Mode and switch to Entire Invoice to apply the same tax to all items.
- Select the tax rates to apply.
Managing your tax rates:
Tax rates are managed under More tab > Settings > Tax Rates. You can create, edit, or archive tax rates there. You can also create a new tax directly from the invoice editor.