How to setup auto selection of tax on invoices

We understand that managing taxes on invoices can get tricky, especially when your billing company operates in a different state than your customer's GST registration. In this article, we will show you how you can define separate taxes at the customer master level, this will automate tax selection on invoices considering the GST number of both the customer and billing company under which the invoice is generated.

a) How to setup?
b) Auto selection of tax on invoices

a) How to setup?

Step 1: Go to Masters - Customer - EDIT - Enter the correct GST number - Scroll down and select Taxes under Applicable Taxes and Interstate Taxes - Save



Step 2: Go to Masters - My Companies - EDIT your company - Enter the correct GST number - Save Changes



b) Auto selection of tax on invoices: Once you generate an invoice, based on the GST number entered in your Customer and Company the invoice is created under, the state or interstate taxes will be automatically selected

Go to Operations - Billing - Click on ‘Add invoice’ - Select customer - Click on Change in Billing as and select the company



Taxes are automatically selected based on the GST numbers provided for both the customer and company.

Note: In the absence of a GST number in either the customer or company details, taxes will be determined by the GST number that is entered

Updated on: 28/02/2024