Client view page – Taxes tab

From Protemos Wiki
Jump to: navigation, search

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, press the "Define custom set" button:

Global taxes.png

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 pressing corresponding buttons:

Custome tax.png

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 (available if the client is a Company, not Individual).
  • Prices—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.