The invoice editor is where you create and edit invoices. You can set up the editor with default settings and prices so that you do not need to repeatedly enter the same data.

Configure invoice settings

Changing any of the invoice settings does not affect existing invoices. The settings are only used when creating new invoices.

  1. In the top right corner, click Site Settings.
  2. Click Invoices.
  3. In the Editor area, select the following options.
    • Bill From - Enter your business name and address. This will be printed on every invoice.
    • Tax Rate - This is the default tax rate to use for new invoices.
    • Terms - This is the default terms to use for new invoices.
  4. In the Pricing area, set the default prices and taxes for new invoice lines. When an invoice is created from unbilled items, the price and tax setting for each line will be automatically loaded from here. You can also leave the fields here blank if you prefer to enter invoice prices manually.
  5. Click Save Changes.

Configure tax rates

Sales tax is a fee charged by government agencies for the sale of products and services. The fee is usually a percentage of the price of the product or service. The buyer (your customer) pays the fee to the seller (you), who passes it on to the agencies by making tax payments.

Each invoice line can be marked taxable or not. Sales tax is calculated from all the taxable lines on the invoice. You can use reports to see how much tax you’ve collected for a given period.

Your tax rate

You’ll need to consult other sources to find answers to these questions:

  • Do your products or services require sales tax in your state?
  • What’s your sales tax rate(s)?
  • What agencies do you need to pay your sales tax to?
  • How often do you have to make sales tax payments?

How tax is calculated

You set up one (or more) Tax Rates in advance, and then select the appropriate rate when creating an invoice. The invoice Taxable Subtotal is calculated by totaling every charge on the invoice that has its Tax column selected. Then, the Taxable Subtotal is multiplied by the Tax Rate % to determine the final tax amount.

Add a new tax rate

  1. In the top right corner, click Site Settings.
  2. Click Tax Rates.
  3. Click Add Tax Rate.
  4. In the Settings section, enter the following options.
    • Name - The name of the tax rate. This is for internal use only, such as displaying on the invoice editor and reports. It will not be printed on invoices.
    • Rate - The tax rate percentage.
  5. Click Add Tax Rate.

Disable or delete a tax rate

If you are no longer using a tax rate for billing, then you can disable or delete it.

  • Disabling the tax rate will hide it from the invoice editor. It will still be shown in reports.
  • Deleting the tax rate will remove it permanently. This option is not available if the tax rate is used by any invoices.
  1. From the Tax Rates page, click Edit next to the tax rate.
  2. Click Disable or Delete at the bottom of the page.
  3. Click either Disable Tax Rate or Delete Tax Rate.

Enter billing addresses

Invoices will normally be addressed to a customer using their account name and contact information. However, you may wish to bill to a different name or address. Each customer account has a billing name and address that can be used as a replacement to their default information.

This article shows you how to enter billing addresses for individual accounts. Customers can also edit their billing address themselves through the Settings section.

Change a customer’s billing address

  1. In the Users menu, click Fencers.
  2. Click Details next to the account.
  3. In the Billing section, click Edit.
  4. In the Billing Address section, enter the customer’s billing address.
  5. Click Save Changes.