Invoicing Settings is where you manage tax rates, charges, terms, and other invoice-wide behavior.

Go to Settings > Invoicing.

Tax Rates

  • Click "+ New Tax Rate" to add a rate. Enter a name (e.g. FL Sales Tax), the percent rate, and check "Default for new invoices" if it's your standard rate.
  • Each invoice carries one tax rate (one row picked from the Tax dropdown). For multi-jurisdiction tax, combine state + county into a single rate (e.g. FL state 6% + County 1.5% = 7.5%) and name it accordingly.
  • Active rates appear in the Tax dropdown when creating an invoice.

Below tax, additional sections on this page cover

  • Is labor taxable?: a single toggle controlling sales tax on all labor lines. Leave it on to tax labor normally, or turn it off if your state does not tax labor and every labor line will be charged no sales tax.
  • Required Fields: choose what must be filled in before an invoice or estimate can be saved, including customer contact details, Referred By, and your custom invoice fields. See the article on requiring fields before an invoice can be saved.
  • Miscellaneous Charge: a configurable line item (environmental fee, shop supplies, etc.) with its own taxable toggle.
  • Credit Card Surcharge: percentage charged when Credit Card is the payment method, with its own taxable toggle.
  • Estimate Lifecycle: auto-expire stale estimates after a configurable window (see the article on Estimate auto-expire).

Invoice terms, default notes, and printed footer text live separately under Settings > Receipt Customization.

Save after each change. Changes affect newly created invoices - existing invoices keep what they had.