How do I separate taxable and non-taxable items?

When setting up a new service or material it's easy to toggle between taxable or non-taxable entries.

  • Each service and material has a toggle function for "taxable" entries.  This allows you to customize each item individually. 

non-taxable-service      taxable-material


  • Each Job and Invoice has a "taxes" area, where you can select the tax rate that will be applied for any taxable items within that job or invoice.

    taxable-job         tax-on-quick-invoice


  • When the invoice is generated and viewed, the taxable items will have a small asterisk next to them.