Invoice UI | Tax Display & Summary

Invoice UI | Tax Display & Summary

Software Updates

June 6, 2024 ● 2 min read

Your business can efficiently manage and review all applicable taxes on invoices, ensuring accurate billing and transparency for your clients.

Invoice UI | Tax Display & Summary: This feature improves the display and management of taxes on invoices, making it easier for users to understand and manage tax details.

⭐️ Why Does It Matter To Your Business?

  • Clear Tax Breakdown: Provides a detailed breakdown of all taxes at the bottom of the invoice, reducing clutter and enhancing clarity.

  • Informative Tool Tips: Hover over line items to see tooltips explaining the type and rate of each tax, ensuring transparency.

  • Improved Mobile View: Optimized for mobile devices, ensuring the tax information is accessible and well-displayed on all screens.

⭐️ How To Use Invoice UI | Tax Display & Summary:

  1. Access the “Payment” tab from the left navigation menu, then click on Invoices from the upper navigation menu and create a new or edit an existing one by clicking on three dots.

  2. Click on the “Add Text” Button under the price of your added product.

  3. Select the Taxes which you want to add and click the “Save” button.

  4. You can see the tax details in the newly introduced tax column, and you can see the Summery Details as well.

  5. You can also see the text details and summary in the preview of the invoice.

The Enhanced Tax UI for Invoices significantly improves the clarity and usability of tax information, making your billing process smoother and more transparent.

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