Client view page – Taxes tab

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Client view page – Taxes tab: (replace XXXXX with a valid number)

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:

Define custom set client.jpg

To apply a custom taxes set for this client, press the "Define custom set" button:

Define custom set client profile button.jpg

Note : If the custom taxes set is applied, but it remains empty - no taxes will be added whenever an invoice is generated for this particular client.

Custom set for client is upplied.jpg

To add an individual tax value for this client, press the "New tax" button:

Custom set for client add new button.jpg

For more info, please see the Custom taxes set for individual client section.

Other tabs on the page

  • General info - view and edit company info and payment conditions.
  • Primary user - the first contact person of the client.
  • Contact persons - the list of client’s contact persons (available if the client is Company, not Individual).
  • Prices - the list of prices for the customer.
  • Documents - intended for storing any documents related to the client.