How to: Change tax amounts

To change a single invoices tax:

1. Select the project to add an invoice to
2. Click the Invoices tab in the Project summary workspace
3. Click on the green plus  button, the Create an invoice pop-up will appear
4. Enter the invoice number and select workflow Project invoice without payment services
5. Click on the Create button, the Invoice summary workspace will appear
6. Scroll down to Invoice currency and the relevant currency type
7. Click on the green plus  button, the Create an item pop-up screen will appear
8. Select either Standard invoice item or a Deliverable linked item from the drop-down menu - If selecting a Deliverable linked item, select which deliverable the invoice item corresponds to from the Link to the deliverable drop-down list
9. Enter the invoice item details
10. Scroll down to the Taxes heading and click the plus button to create a new tax 
11. Enter the tax name, rate (as a decimal) and select if the invoice is exempt or not, the addition will auto-save
12. Changes can be made to existing tax rates by clicking into the field and editing
    
    

To change the tax that is applied to invoices by default:

1. Click on the Settings menu
2. Click on My Organisation from the side menu
3. Scroll down to the Taxes heading and click the plus button to create a new tax 
4. Enter the tax name, rate (as a decimal), the change will auto-save
5. Changes can be made to existing tax rates by clicking into the field and editing