Difference between revisions of "Client view page – Taxes tab"
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By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated. | By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated. | ||
| − | To apply a custom taxes set for this client, | + | To apply a custom taxes set for this client, click the '''"Define custom set"''' button: |
[[File:Global taxes.png|border|1100px]] | [[File:Global taxes.png|border|1100px]] | ||
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<span style="color:red"> '''Note:'''</span> If the custom taxes set is applied but it remains empty, then no taxes will be added whenever an invoice is generated for this particular client. | <span style="color:red"> '''Note:'''</span> If the custom taxes set is applied but it remains empty, then no taxes will be added whenever an invoice is generated for this particular client. | ||
| − | You can add individual taxes as the percentage and flat amount by | + | You can add individual taxes as the percentage and flat amount by clicking the corresponding buttons: |
[[File:Custome tax.png|border|1100px]] | [[File:Custome tax.png|border|1100px]] | ||
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | *'''General info''' | + | *'''General info''' — view and edit company info and payment conditions. |
| − | *'''Contact persons''' | + | *'''Contact persons''' — the list of client’s contact persons. |
| − | *''' | + | *'''Client pools''' — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings. |
| − | *''' | + | *'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes. |
| − | *'''Project chart''' | + | *'''Price list''' — the list of prices for the customer. |
| + | |||
| + | *'''Documents''' — intended for storing any documents related to the client. | ||
| + | |||
| + | *'''Project chart''' — here you can see the chart and list of all active projects for the client. | ||
Latest revision as of 12:51, 13 October 2022
Go to the necessary client profile and click the "Taxes" tab.
On this tab you can create a custom taxes set for this client.
Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated.
To apply a custom taxes set for this client, click the "Define custom set" button:
Note: If the custom taxes set is applied but it remains empty, then no taxes will be added whenever an invoice is generated for this particular client.
You can add individual taxes as the percentage and flat amount by clicking the corresponding buttons:
For more info, please see the Add custom client percentage taxes and Add custom client absolute taxes sections.
Other tabs on the page
- General info — view and edit company info and payment conditions.
- Contact persons — the list of client’s contact persons.
- Client pools — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.
- CRM — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.
- Price list — the list of prices for the customer.
- Documents — intended for storing any documents related to the client.
- Project chart — here you can see the chart and list of all active projects for the client.
