# Tax Rates & Invoice Settings Setting up taxes and invoices correctly ensures your business looks professional and stays compliant. This guide covers how to configure tax rates, invoice numbering, and invoice layouts. --- ## What You'll Learn - How to create and manage tax rates - How to set up group taxes - How to configure invoice numbering - How to design invoice layouts - How to set up barcode labels --- ## Part 1: Tax Rates ### How to Add a Tax Rate 1. Go to **Settings → Tax Rates** from the left sidebar. 2. Click **Add** at the top right. 3. Fill in: - **Name** — A clear name (e.g., "VAT 20%", "GST 17%", "Sales Tax 5%") - **Rate (%)** — The percentage (e.g., 20) 4. Click **Save**. 📸 *[Screenshot: The Add Tax Rate form]* ### Group Tax Rates If you need to apply multiple taxes together (e.g., CGST + SGST in India): 1. Go to **Settings → Tax Rates**. 2. Click **Add** and set the type to **Group**. 3. Give it a name (e.g., "GST 18%"). 4. Select the individual tax rates that make up this group (e.g., "CGST 9%" + "SGST 9%"). 5. Click **Save**. When this group tax is applied, each component is calculated separately and shown on the invoice. 📸 *[Screenshot: A group tax rate with component taxes]* ### Applying Tax Rates Taxes can be applied at several levels: | Level | Where to Set It | |---|---| | **Default for all sales** | **Settings → Business Settings → Tax → Default Sales Tax** | | **Default for all purchases** | **Settings → Business Settings → Tax → Default Purchase Tax** | | **Per product** | When adding/editing a product, select the **Product Tax** | | **Per transaction** | When creating a sale or purchase, change the tax on individual items | --- ## Part 2: Invoice Settings ### Invoice Schemes (Numbering) Invoice schemes control how your invoice numbers are generated. 1. Go to **Settings → Invoice Settings**. 2. You'll see the **Invoice Schemes** section. 3. Click **Add** to create a new scheme. 4. Fill in: - **Name** — A name for this scheme (e.g., "Main Invoice") - **Prefix** — Text before the number (e.g., "INV-") - **Start Number** — Where to start counting (e.g., 1 or 1001) - **Number of Digits** — How many digits to show (e.g., 4 → INV-0001) 5. Click **Save**. 6. Click **Set as Default** to use this scheme automatically. 📸 *[Screenshot: The Invoice Schemes list with Add button]* > 💡 **Tip:** You can have different invoice schemes for different locations or sale types. ### Invoice Layouts (Design) Invoice layouts control how your printed invoices look. 1. Go to **Settings → Invoice Settings**. 2. Scroll to the **Invoice Layouts** section. 3. Click **Add** to create a new layout. 4. Configure: - **Layout Name** — e.g., "Standard Invoice", "Thermal Receipt" - **Design** — Choose a template style - **Header** — Business name, logo, and contact details - **Show/Hide Fields** — Choose which information appears: - Customer details, tax breakdown, shipping info, payment info - **Footer** — Add custom text at the bottom (e.g., "Thank you for your business!") - **Module Fields** — Additional fields for specific features 5. Click **Save**. 📸 *[Screenshot: The Invoice Layout editor with design options]* --- ## Part 3: Barcode Settings Configure how product barcode labels are printed. 1. Go to **Settings → Barcode Settings**. 2. Click **Add** to create a new barcode format. 3. Fill in: - **Name** — e.g., "Standard Label", "Small Price Tag" - **Description** — What this format is used for - **Paper Size** — A4, Letter, or custom - **Stickers Per Sheet** — How many labels fit on one page - **Label Width & Height** — Size in inches - **Show Fields** — What to print on each label: - Product name, price, SKU, business name, barcode 4. Click **Save**. 📸 *[Screenshot: The Barcode Settings page with label size options]* --- ## Part 4: Receipt Printers Set up thermal or network printers for printing receipts directly from the POS. 1. Go to **Settings → Receipt Printers**. 2. Click **Add** to set up a new printer. 3. Fill in: - **Printer Name** — A friendly name (e.g., "Counter Printer") - **Connection Type** — Network/IP or Windows shared - **IP Address / Path** — The printer's address - **Port** — Usually 9100 for network printers - **Character Per Line** — How wide the receipt is (usually 32 or 42) 4. Click **Save**. 📸 *[Screenshot: The Add Receipt Printer form]* --- ## Common Questions **Q: Can I have different tax rates for different products?** A: Yes! Set a default tax in Business Settings, but override it per product. The product's tax rate takes priority. **Q: Can I change my invoice numbering later?** A: Yes, but be careful — changing the start number may create gaps or duplicates. It's best to set it correctly from the beginning. **Q: Can I have different invoice layouts for different locations?** A: Yes! Each business location can use a different invoice layout and invoice scheme. --- ## Tips & Best Practices - 📌 Set up all your tax rates **before** adding products — it saves time - 📌 Use **group taxes** if your region requires showing tax components separately - 📌 Customise your **invoice layout** with your logo and business details for a professional look - 📌 Add a friendly message in the **invoice footer** (e.g., "Thank you for your business!") - 📌 Test your **receipt printer** setup before going live