Billing
Set the rate once. Every invoice charges it.
Add VAT, GST or a state sales tax as a named rate, mark it inclusive or exclusive, and Spodus works the tax out line by line on every document you raise.
Tax rates in practice.
Set a VAT or GST rate and invoice with it.
01
A rate is a record, not a setting
Name it, set the percentage, and note the jurisdiction and the agency it belongs to. UK VAT at 20 per cent is one row; a state sales tax at 8.875 is another. Every document reads the same list.
02
Inclusive or exclusive, line by line
Tick inclusive for a VAT-style price that already contains the tax and Spodus takes it back out; leave it clear for a sales tax added on top. One invoice can carry both, and the subtotal, tax and total follow.
03
The product brings its own rate
Give a product or a service its default rate once. Pick it on an invoice line and the price and the rate arrive together, so the right tax is not something anyone has to remember at the wrong moment.
One connected system
The tax travels with the invoice.
The rate is not a setting inside a separate tax tool. It sits on the same records as the client and the deal, so what you charge shows on the invoice, on the document your customer reads, and on that client's own record.
- A won deal drafts an invoice, and its lines take your rates.
- Subtotal, tax and total print on the document you send.
- Your own tax number prints in the issuer block beside them.
More in Billing.
All five products on every plan, on the same connected data.
