How do I manage tax application for multiple services on a single invoice?

How do I manage tax application for multiple services on a single invoice?

For precise tax management on various services added to a single invoice, Psylio offers a flexible feature. You can enable or disable taxes for each service as needed.

Before you begin:
If you provide taxable services, set up your billing information in Settings > Billing > Information. Enter your tax details and assign the correct tax rates to your services.

Managing taxes per service:
  1. Navigate to Settings > Invoicing > Services.
  2. In the Custom services section, configure services as taxable or nontaxable based on your requirements. You can also modify these later.


    This setup automatically determines whether taxes should be applied for each service when creating the invoice, eliminating the need for manual adjustments.
  3. For greater flexibility, you can also choose to manually apply or exclude taxes for each service when creating the invoice.







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