How to Configure Tax Settings for Invoicing

How to Configure Tax Settings for Invoicing


Nabooki provides automated invoicing to simplify your billing process. To ensure your invoices are accurate and comply with tax regulations, you first need to configure your tax settings.

This allows Nabooki to apply the correct taxes automatically to your services and invoices.

Step 1: Access Tax Settings

1️⃣ Using the left navigation menu, go to Settings > Taxes & Invoicing.
2️⃣ Click on the TAXES tab.

If a Tax is already displayed, click the ••• button under the ACTION column and then Edit, or continue below to add a new Tax.



Step 2: Add a New Tax

1️⃣ Click the blue + button to open the tax setup screen.
2️⃣ Fill in the required fields:

  • Tax Name (e.g. GST/VAT etc.).

  • Tax Rate (%) (percentage applied on top of the base price, e.g., 10).

  • Applicable To: Choose either All Services or Selected Services.

  • Selected Services: If you choose “Selected Services,” pick the specific services to apply the tax to.




How To Edit or Delete a Tax

1️⃣ In the TAXES tab, locate the tax you want to update or remove.
2️⃣ Click the ••• button under the ACTION column.
3️⃣ Select Edit to change tax details or Delete to remove the tax.
4️⃣ If deleting, confirm by clicking Delete again.


Troubleshooting & FAQs

Can I have multiple tax rates?

Yes, you can add multiple tax rates for different regions or tax types.

What happens if I delete a tax rate used in invoices?

Deleting a tax rate removes it from future invoices, but existing invoices with that tax remain unchanged.

Can taxes be applied differently for various services?

Yes, tax rates can be assigned per service, allowing flexibility in invoicing.

 

Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com


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